Posts about stock market (2)

In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at deepening problems in long bond yields and what they mean for valuations in the stock market.

In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.

In this week podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it's tumble down the productivity tables.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, looked at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of the US market in the hands of just 10 stocks (2) at the same time the amount of money in passive ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen explored where income investors should look as Australian interest rates appear set to fall.

China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.

Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn't and where we are opening 2026.

The biggest narrative in world markets surrounds the US. On one hand, the US economy has been growing strongly, is resilient and has seen significant productivity growth.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, discussed the Reserve Bank of Australia’s interest rate cut and explore its impact on residential housing and the broader economy.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and special guest economist Cameron Murray unpacked the downsides of superannuation as a pension supplement—and explore the broader social issues it creates.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacked a range of easy-to-implement strategies—including salary sacrifice, after-tax contributions, spouse splits, recontribution tactics, and smart timing before 30 June—to help listeners retain more of their ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, examined the economic impacts of Dutton vs Albanese vs a hung parliament. Did you need to position your portfolio ahead of the election?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors we are looking for to show that the market may have bottomed. What are the long-term valuation metrics and how should investors be thinking about them?

In this week’s podcast, we left the topic open with the view that Trump would probably say or do something big. And Trump delivered.