In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen checked in on the market after recent large falls and discussed what to watch for going forward. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes ...

It has been a busy few weeks in geopolitics. Late last week, we changed our portfolio allocation to pull back on stocks in our tactical funds. There are a broad number of reasons that I will discuss in podcasts and the performance report (later this week). The headline is that there is growing ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen checked in on house price affordability for Australians after the recent interest rate cuts. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go ...

Tariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases? In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic. Agenda: ...

It would be hard to do a podcast on anything other than tariffs... In this week Nucleus Wealth's Chief Investment Officer, Damien Klassen discussed the what, how, who and why. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go ...

NVIDIA took a tumble this week as DeepSeek fears overran the market. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, looked at DeepSeek, the messages and the investment outcomes from its emergence as an option in the AI market. View the presentation slides Click ...

The Australian dollar has been in freefall for a number of months but has rallied in recent days. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the five main drivers for the Australian dollar and discussed ...

2025 has seen a huge rise in long term bond yields, causing ructions in the stock market. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen looked at the causes, the implications and what it means for your portfolio. View the presentation slides Click here to ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked at a range of different predictions for 2025 and assessed their likelihood and effect. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future ...