In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic.

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs.

Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts. As the bellwether stock for the AI sector, it will be difficult to have an AI boom if NVIDIA is not taking part. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen digs into ...

There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing - is this an opportunity to reload on technology stocks, or is it a pin in the bubble? In this week’s podcast Nucleus Wealth’s Chief ...

This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries have run too hard? Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets View the presentation slides Click here to subscribe to our YouTube ...

With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options? In this week’s podcast, Nucleus Wealth’s Chief Investment ...

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year’s darlings who have seen shipping rates ...

NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades. Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days. But revenues have been volatile. For example, NVidia's gaming revenues halved ...