Content

Here you will find all the content produced at Nucleus Wealth, including articles published by the investment team, weekly investment-centric webinars (also presented in podcast format) and monthly performance reports. Click the buttons above if you’re interested in a specific type of content

Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom | Nucleus Investment Insights
In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI
A fundamental change to the economics of AI?
Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI. First, the
Morningstar's bear take on obesity drug manufacturers
Two of the best-performing stocks in our portfolio over the last year or so have been Eli Lilly and Novo
Oil: How Worried Should The RBA Be? | Nucleus Investment Insights
The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak
US inflation: only held up by housing
US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would
The Flood Of Excess Capital | Nucleus Investment Insights
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess