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.
NVIDIA took a tumble this week as DeepSeek fears overran the market.
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 a range of different predictions for 2025 and assessed their likelihood and effect.
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.
In this week's Special Christmas edition of the podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents.
A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia.
Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch.
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.
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia.
After the US election, what should you be doing? In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this topic.
In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen look at the Trump trade - what are markets doing as betting odds improve.
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.
