Nucleus Investment Insights Podcast

Our weekly Investment Webinar presented in Podcast format for your listening convenience. Episodes cover everything from the latest market performance to geopolitical trends, and how it all impacts investment decisions at Nucleus Wealth.

For graphs and statistics referenced, please download the slides listed in each episode’s description to follow in greater detail.

Ep. 361: Australian Dollar: 5 Drivers | Nucleus Investment Insights
Ep. 361: Australian Dollar: 5 Drivers |...
The Australian dollar has been in free-fall for a number of months, but has rallied in recent days. Join us in t...
00:51:09
January 23, 2025
Ep. 360: Bond Yield Blowout | Nucleus Investment Insights
Ep. 360: Bond Yield Blowout | Nucleus I...
2025 has seen a huge rise in long term bond yields, causing ructions in the stock market. Join us in this week&#3...
00:43:59
January 17, 2025
Ep. 359: 2025 Predictions | Nucleus Investment Insights
Ep. 359: 2025 Predictions | Nucleus Inv...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, have a look at a rang...
00:37:19
January 09, 2025
Ep. 358: What Worked In 2024 | Nucleus Investment Insights
Ep. 358: What Worked In 2024 | Nucleus ...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, look through the perf...
00:36:17
January 03, 2025
Ep. 357: 2025 Blow-up? | Nucleus Investment Insights
Ep. 357: 2025 Blow-up? | Nucleus Invest...
Join us in this Special Christmas edition of the podcast as Nucleus Wealth's Chief Investment Officer, Damien Klas...
00:31:16
December 26, 2024
Ep. 356: Productivity: US Boom vs Australian Bust | Nucleus Investment Insights
Ep. 356: Productivity: US Boom vs Austr...
A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countrie...
00:33:21
December 19, 2024
Ep. 355: US Inflation Deep Dive: What Does It Say About Markets | Nucleus Investment Insights
Ep. 355: US Inflation Deep Dive: What D...
Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch...
00:20:34
December 12, 2024
Ep. 354: Stock Market Showdown: Earnings Momentum vs Valuation | Nucleus Investment Insights
Ep. 354: Stock Market Showdown: Earning...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dig into earnings rev...
00:40:34
December 05, 2024
Ep. 353: What Will Tax Cuts Do To Valuations? | Nucleus Investment Insights
Ep. 353: What Will Tax Cuts Do To Valua...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, do a deep dive about ...
00:32:31
November 28, 2024
Ep. 352: What Does Trump Mean For Australia? | Nucleus Investment Insights
Ep. 352: What Does Trump Mean For Austr...
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia,...
00:56:34
November 15, 2024
Ep. 351: What Now? | Nucleus Investment Insights
Ep. 351: What Now? | Nucleus Investment...
After the US election, what should you be doing? Join us in this week's podcast as Nucleus Wealth's Chief Investme...
01:03:14
November 07, 2024
Ep. 350: Hybrids: Exiled Due To Bad Maths | Nucleus Investment Insights
Ep. 350: Hybrids: Exiled Due To Bad Mat...
ASIC recently decided to wind down bank hybrids over a number of years. Join us in this week's podcast as Nucleu...
00:37:57
October 31, 2024
Ep. 349: The Trump Trade | Nucleus Investment Insights
Ep. 349: The Trump Trade | Nucleus Inve...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the Trump tr...
00:48:46
October 24, 2024
Ep. 348: Should You Be Worried About Debt Crisis? | Nucleus Investment Insights
Ep. 348: Should You Be Worried About De...
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and Ch...
00:47:19
October 10, 2024
Ep. 347: China: Is This Stimulus Real? | Nucleus Investment Insights
Ep. 347: China: Is This Stimulus Real? ...
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron or...
00:36:41
October 03, 2024
Ep. 346: SMSF Spring Clean! 5 Mistakes SMSF Investors Make | Nucleus Investment Insights
Ep. 346: SMSF Spring Clean! 5 Mistakes ...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dives into SMSF...
00:52:50
September 27, 2024
Ep. 345: Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom | Nucleus Investment Insights
Ep. 345: Are these Stock Market Trends ...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on ...
00:48:12
September 19, 2024
Ep. 344: Oil: How Worried Should The RBA Be? | Nucleus Investment Insights
Ep. 344: Oil: How Worried Should The RB...
The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles an...
00:41:27
September 13, 2024
Ep. 343: The Flood Of Excess Capital | Nucleus Investment Insights
Ep. 343: The Flood Of Excess Capital | ...
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of exc...
00:27:13
September 06, 2024
Ep. 342: NVIDIA Result - Bellwether For The AI Boom? | Nucleus Investment Insights
Ep. 342: NVIDIA Result - Bellwether For...
Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts. As the bellwether ...
00:34:12
August 29, 2024
Ep. 341: Market Volatility. Is it Over? | Nucleus Investment Insights
Ep. 341: Market Volatility. Is it Over?...
After a bout of volatility, stock markets have settled. Join us in this week's podcast as Nucleus Wealth's...
00:16:39
August 15, 2024
Ep. 340: Will Australia Raise Interest Rates While The Rest Of The World Cuts? | Nucleus Investment Insights
Ep. 340: Will Australia Raise Interest ...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Stra...
00:54:46
August 01, 2024
Ep. 339: Is AI A Bust After All? | Nucleus Investment Insights
Ep. 339: Is AI A Bust After All? | Nucl...
There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about ...
00:42:14
July 26, 2024
Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights
Ep. 338: Another Look At A Trump Presid...
After surviving an assassination attempt, Trump is leading most polls for the next president. Join us in this wee...
01:10:15
July 18, 2024
Ep. 337: Valuation Round-Up | Nucleus Investment Insights
Ep. 337: Valuation Round-Up | Nucleus I...
This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries ...
00:34:47
July 04, 2024
Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?
Rapid Insights Ep. 10: Are we heading f...
In this rapid insight, Nucleus Wealth's Chief Investment Officer, Damien Klassen, examines the current state o...
00:07:50
June 30, 2024
Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
Ep. 336: China Stimulus: Oasis or Mirag...
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smit...
00:38:55
June 20, 2024
Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights
Ep. 335: Tech Boom 2.0? | Nucleus Inves...
Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania aro...
00:40:42
June 13, 2024
Rapid Insights Ep. 9: The One NVIDIA Question That Matters
Rapid Insights Ep. 9: The One NVIDIA Qu...
In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier ...
00:08:39
June 12, 2024
Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA
Rapid Insights Ep. 8: Why I Was Wrong A...
In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier ...
00:09:13
June 06, 2024
Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights
Ep. 334 Oil On Troubled Waters | Nucleu...
Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David L...
00:26:29
June 06, 2024
Ep. 333 Metals Mania | Nucleus Investment Insights
Ep. 333 Metals Mania | Nucleus Investme...
Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llew...
00:43:41
May 30, 2024
Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights
Ep. 332 Practical Finance: Pay Mortgage...
This week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortga...
00:38:50
May 23, 2024
Ep. 331 The Inflation Rollercoaster: Is There Another Drop? | Nucleus Investment Insights
Ep. 331 The Inflation Rollercoaster: Is...
US inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufac...
00:45:53
May 16, 2024
Ep. 330 Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights
Ep. 330 Powering Progress: Navigating t...
Join us for a comprehensive exploration of the semiconductor sector in our upcoming podcast. In this episode, we...
00:44:31
May 09, 2024
Ep. 329 Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights
Ep. 329 Will The RBA Panic and Hike Int...
Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and ...
01:00:48
May 02, 2024
HD Remastered Replay: The World of Ethical Investing | Nucleus Investment Insights
HD Remastered Replay: The World of Ethi...
This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committe...
00:42:51
April 25, 2024
Ep. 328 War, Oil and Inflation | Nucleus Investment Insights
Ep. 328 War, Oil and Inflation | Nucleu...
Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen diss...
00:21:23
April 19, 2024
Rapid Insights Ep.7: The Hidden Costs of High Dividend Yields
Rapid Insights Ep.7: The Hidden Costs o...
In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen discuss how the Austral...
00:05:54
April 19, 2024
REPLAY Revolutionary Investment Opportunities | Nucleus Investment Insights
REPLAY Revolutionary Investment Opportu...
Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Re...
00:45:38
April 11, 2024
Ep. 327 Housing Rent Heatwave: How It Is Affecting Macro Investment Trends | Nucleus Investment Insights
Ep. 327 Housing Rent Heatwave: How It I...
Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are runn...
00:29:29
April 04, 2024
REPLAY Megatrends 2024 | Nucleus Investment Insights
REPLAY Megatrends 2024 | Nucleus Invest...
Heads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, though! We’ve got you...
00:49:49
March 29, 2024
Ep. 326 Boom Or Bust: Copper And Lithium In The Green Tech Era | Nucleus Investment Insights
Ep. 326 Boom Or Bust: Copper And Lithiu...
Both copper and lithium prices have seen some wild rides in recent months (and years). There is a genuine growth...
00:32:58
March 22, 2024
Ep. 325 Sell Australia, Buy The World | Nucleus Investment Insights
Ep. 325 Sell Australia, Buy The World |...
With many Australian investors under-invested in international shares, this is a reminder of why and how you can g...
00:54:57
March 14, 2024
Ep. 324 Australia Is An A Per-Capital Recession. Does It Matter? | Nucleus Investment Insights
Ep. 324 Australia Is An A Per-Capital R...
Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen welcomes economist...
00:37:23
March 07, 2024
Ep. 323 What Would A Non-Trump President Mean For Investors? | Nucleus Investment Insights
Ep. 323 What Would A Non-Trump Presiden...
Last week we looked at the macroeconomic and investment impacts of a second Trump presidency. This week we look ...
00:30:19
February 29, 2024
Ep. 322 What Will Trump 2.0 Mean For Investors? | Nucleus Investment Insights
Ep. 322 What Will Trump 2.0 Mean For In...
While there are still a range of court cases outstanding, Trump is leading most polls for the next president. Joi...
01:17:14
February 22, 2024
Ep. 321 Income Investors Beware! | Nucleus Investment Insights
Ep. 321 Income Investors Beware! | Nucl...
Interest rates are higher than they have been for years and income investors are reveling in the higher yields. Bu...
00:45:29
February 15, 2024
Ep. 320 Earnings Season Unveiled: A Tale of Triumphs Amidst Turmoil | Nucleus Investment Insights
Ep. 320 Earnings Season Unveiled: A Tal...
The reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significant...
00:41:19
February 08, 2024
Ep. 319 Is Inflation Crashing? | Nucleus Investment Insights
Ep. 319 Is Inflation Crashing? | Nucleu...
Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop...
00:48:29
February 01, 2024
Ep. 318 China: In The Bear's Embrace | Nucleus Investment Insights
Ep. 318 China: In The Bear's Embrace | ...
While China has been getting closer with Russia in recent years, that is not the bear that we are interested in th...
00:50:48
January 26, 2024
Ep. 317 Explosive Growth In The Uranium Price: Is Nuclear Back? | Nucleus Investment Insights
Ep. 317 Explosive Growth In The Uranium...
With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in th...
01:08:20
January 19, 2024
Ep. 316 State Of The Stock Market | Nucleus Investment Insights
Ep. 316 State Of The Stock Market | Nuc...
Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are goi...
00:45:10
January 11, 2024
Ep. 315 Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights
Ep. 315 Turbulent Tides: Shipping & Inf...
This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Bot...
00:28:09
January 05, 2024
Ep. 314 Megatrends 2024 | Nucleus Investment Insights
Ep. 314 Megatrends 2024 | Nucleus Inves...
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Sam...
00:49:49
December 28, 2023
Ep. 313 Will 2024 Crash Australia's Housing Market? | Nucleus Investment Insights
Ep. 313 Will 2024 Crash Australia's Hou...
In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Ke...
00:57:30
December 21, 2023
Ep. 312 Alboflation: Energy Edition | Nucleus Investment Insights
Ep. 312 Alboflation: Energy Edition | N...
Australian energy prices present a paradox. Australia is one of the largest coal exporters on the planet. Austral...
00:39:50
December 15, 2023
Ep. 311 Revolutionary Investment Opportunities | Nucleus Investment Insights
Ep. 311 Revolutionary Investment Opport...
Get ready to dive into the future of investing with us this week! Join us in this week's podcast as Nucleus We...
00:45:37
December 07, 2023
Ep. 310 Is It The End For Value Investing? | Nucleus Investment Insights
Ep. 310 Is It The End For Value Investi...
The last few year’s of performance suggests there are some serious problems with value investing. In recent week...
00:50:16
November 30, 2023
Ep. 309 Why Is Excess mortality Still High, What Does It Mean For Insurers? | Nucleus Investment Insights
Ep. 309 Why Is Excess mortality Still H...
Years after covid has finished, and excess mortality is still way higher than usual in countries all around the wo...
00:38:23
November 24, 2023
Rapid Insights Ep.6: 3Q Earnings. Recovery Gets Pushed Another Quarter Out
Rapid Insights Ep.6: 3Q Earnings. Recov...
In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Sa...
00:05:24
November 19, 2023
Ep. 308 An Investor's Guide to 3rd Quarter Earnings | Nucleus Investment Insights
Ep. 308 An Investor's Guide to 3rd Quar...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Adv...
00:35:18
November 16, 2023
Rapid Insights Ep.5: The Weight Is Over: Obesity Drugs Have Arrived
Rapid Insights Ep.5: The Weight Is Over...
In this rapid insight episode, we look at the rise of weight-loss drugs. Don’t sleep on this theme, there may be...
00:07:29
November 12, 2023
Ep.307 A Reluctant Embrace: The Australia-China Uneasy Partnership | Nucleus Investment Insights
Ep.307 A Reluctant Embrace: The Austral...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Adv...
00:53:38
November 09, 2023
Ep.306 The Weight Is Over: Capitalising on the Booming Weight Loss Drug Industry | Nucleus Investment Insights
Ep.306 The Weight Is Over: Capitalising...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Investm...
00:54:26
November 02, 2023
Rapid Insights Ep.4: Will Oil Fuel the Flames of Inflation?
Rapid Insights Ep.4: Will Oil Fuel the ...
In this rapid insight episode, we explore the impacts of surging oil prices on inflation, amidst the backdrop of t...
00:08:59
November 01, 2023
Ep.305 Rental Crisis: Effect On The Australian Economy | Nucleus Investment Insights
Ep.305 Rental Crisis: Effect On The Aus...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economis...
00:53:54
October 26, 2023
Ep. 304 Will Oil Fuel the Flames of Inflation? | Nucleus Investment Insights
Ep. 304 Will Oil Fuel the Flames of Inf...
There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is...
00:47:24
October 19, 2023
6.43 AgrInvest: Sowing The Seeds For Future Profits | Nucleus Investment Insights
6.43 AgrInvest: Sowing The Seeds For Fu...
There has been a lot of inflation in food at the supermarket, but very little for the farmers. Join us in this we...
00:35:01
October 12, 2023
6.42 US Tech: The Magnificent Seven | Nucleus Investment Insights
6.42 US Tech: The Magnificent Seven | N...
Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks...
00:43:39
October 05, 2023
Rapid Insights Ep.3: Hacked! Cybersecurity Stocks Fight Back
Rapid Insights Ep.3: Hacked! Cybersecur...
In this podcast episode, with help from Patrick Gray of Risky Business, we delve into the rising concerns surround...
00:06:09
October 04, 2023
6.41 Hacked! An Investment Look at IT Security with Patrick Gray | Nucleus Investment Insights
6.41 Hacked! An Investment Look at IT S...
There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Ca...
01:03:03
September 28, 2023
6.40 Unlocking Hidden Opportunities: Thriving in Recession-Tested Sectors | Nucleus Investment Insights
6.40 Unlocking Hidden Opportunities: Th...
If you are worried about a downturn in markets, one place to look for safety is in sectors that have already falle...
00:49:56
September 21, 2023
28 The Shocking Truth About Retirement: How Planning Today Will Improve Your Tomorrow
28 The Shocking Truth About Retirement:...
Join us for a thoughtful conversation on retirement planning that could transform your quality of life. In this ep...
00:35:00
September 19, 2023
6.39 Tightening The Screws On Aussie Households With Martin North | Nucleus Investment Insights
6.39 Tightening The Screws On Aussie Ho...
Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial ...
01:10:17
September 14, 2023
6.38 Income Extravaganza | Nucleus Investment Insights
6.38 Income Extravaganza | Nucleus Inve...
Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial ...
01:05:43
September 07, 2023
6.37 Is The Chinese Snowball Getting Bigger? | Nucleus Investment Insights
6.37 Is The Chinese Snowball Getting Bi...
This week we delve into the world's largest asset class. Alarming economic data has sparked investor jitters, ...
01:11:30
August 31, 2023
6.36 Will US Commercial Property Be The Epicenter Of The Next Property Crash? | Nucleus Investment Insights
6.36 Will US Commercial Property Be The...
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financi...
00:57:29
August 24, 2023
27 Super Strategies for a Stellar FY24 | Nucleus Wealth Empower
27 Super Strategies for a Stellar FY24 ...
Join us as Nucleus Wealth Chief Operating Officer, Shelley George, and Senior Financial Adviser, Samuel Kerr, diss...
00:35:37
August 22, 2023
6.35 Jonathan Rochford: When A Distressed Debt Manager Meets An Economic Bust | Nucleus Investment Insights
6.35 Jonathan Rochford: When A Distress...
Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates? So far t...
01:15:18
August 18, 2023
6.34 Is The Iron Ore Trapdoor Opening? | Nucleus Investment Insights
6.34 Is The Iron Ore Trapdoor Opening? ...
This week we look at how to profit from a falling iron ore price. The market has been obsessed with the prospect ...
01:15:53
August 10, 2023
6.33 PPI Crash: Unveiling Inflation's Future or Corporate Gouging? | Nucleus Investment Insights
6.33 PPI Crash: Unveiling Inflation's F...
Globally producer price indexes have turned down quite decisively. China is trying to deal with deflation. There ...
00:32:13
August 03, 2023
26 GDP Unmasked: The Startling Truth Behind Your Daily Struggles | Nucleus Wealth Empower
26 GDP Unmasked: The Startling Truth Be...
In this episode, we confront the prevailing fixation on GDP as a sole indicator of prosperity. The recent governme...
00:44:22
August 02, 2023
6.32 Market Earnings At A Critical Point... Will Earnings Forecasts Hold Up? | Nucleus Investment Insights
6.32 Market Earnings At A Critical Poin...
Over the past few months the market has had a bifurcated view. Q2 earnings are expected to be bad, down almost 10%...
00:41:23
July 27, 2023
6.31 Professor Steve Keen: Has Bank Lending Shuddered To A Halt? + Carbon Tracking | Nucleus Investment Insights
6.31 Professor Steve Keen: Has Bank Len...
Steve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve has a focus on ...
01:03:56
July 20, 2023
6.30 Michael West: On The Hunt For Abuse Of Power | Nucleus Investment Insights
6.30 Michael West: On The Hunt For Abus...
The Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large donors to bo...
01:19:30
July 13, 2023
25 The Ulysses Contract: How To Never Worry About The Share Market Again - By Michael Kemp | Nucleus Wealth Empower
25 The Ulysses Contract: How To Never W...
In his book, The Ulysses Contract, Michael Kemp explores some of the innate behaviors, biases and challenges human...
01:09:00
July 11, 2023
6.29 Aussie Dollar: Where To Now? | Nucleus Investment Insights
6.29 Aussie Dollar: Where To Now? | Nuc...
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it looked as if Australia was lagging behi...
00:53:41
July 06, 2023
6.28 War And Wealth: Investing post Wagner’s Russian coup | Nucleus Investment Insights
6.28 War And Wealth: Investing post Wag...
Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invin...
01:18:12
June 29, 2023
6.27 Has The RBA Gone Too Far? | Nucleus Investment Insights
6.27 Has The RBA Gone Too Far? | Nucleu...
For the last few months, we have been talking about how the soft data (i.e. surveys and forward looking) has been ...
01:04:00
June 22, 2023
6.26 Grant Williams: The Big Macro Divides & Dedollarisation | Nucleus Investment Insights
6.26 Grant Williams: The Big Macro Divi...
Grant Williams is a titan of the financial podcasting world, interviewing the biggest names in the industry and ex...
00:51:02
June 15, 2023
6.25 RBA To Government: I'm Going To Crash This Thing! | Nucleus Investment Insights
6.25 RBA To Government: I'm Going To Cr...
We have seen a raft of comments and discussions from the governor of the reserve bank of Australia. The message ha...
00:47:28
June 08, 2023
6.24 Are NVidia And AI Stocks In A Boom Or A Bubble? | Nucleus Investment Insights
6.24 Are NVidia And AI Stocks In A Boom...
NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades. Data cen...
00:59:24
June 01, 2023
6.23 Is A Recession Inevitable? With Peter Boockvar, C.I.O. of Bleakley Financial Group | Nucleus Investment Insights
6.23 Is A Recession Inevitable? With Pe...
Join Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr for an insigh...
00:42:32
May 28, 2023
6.22 The Transparency Warrior VS Vested Interests W/ Ex-Senator Rex Patrick | Nucleus Investment Insights
6.22 The Transparency Warrior VS Vested...
From an investment perspective, betting on vested interests to win the issue of the day has been an easy bet for t...
01:18:51
May 25, 2023
24 Rentageddon: Is Gen Z careening towards another crisis? | Nucleus Wealth Empower
24 Rentageddon: Is Gen Z careening towa...
Have you or someone you know experienced the mayhem in the rental market lately? Rents are up nationally 10.1% in ...
01:03:05
May 22, 2023
6.21 Is The Commodity Goose Cooked? | Nucleus Investment Insights
6.21 Is The Commodity Goose Cooked? | N...
In November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recali...
00:54:27
May 18, 2023
6.20 Inflation: Why Are Food Input Prices Falling But Grocery Prices Rising? | Nucleus Investment Insights
6.20 Inflation: Why Are Food Input Pric...
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredie...
00:37:40
May 11, 2023
6.19 The End of Cycle Shock is Here! | Nucleus Investment Insights
6.19 The End of Cycle Shock is Here! | ...
The Q1 earnings season is more than halfway through, and the results are not great. At the headline, a number of t...
00:54:12
May 04, 2023
6.18 After A COVID Hiatus, Are Companies Finally Going Bankrupt? | Nucleus Investment Insights
6.18 After A COVID Hiatus, Are Companie...
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. And it...
00:34:48
April 27, 2023
6.17 What Happens When A Nascent Housing Boom Meets A Mortgage Cliff | Nucleus Investment Insights
6.17 What Happens When A Nascent Housin...
There are early signs that the property market has bottomed, and a number of analysts are calling for prices to st...
01:00:31
April 20, 2023
6.16 Is The Credit Crunch Tsunami About To Strike? | Nucleus Investment Insight
6.16 Is The Credit Crunch Tsunami About...
Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now t...
00:47:37
April 13, 2023
23 Active VS Passive Investing Paradoxes | Nucleus Wealth Empower
23 Active VS Passive Investing Paradoxe...
Can Doing Less Help You Achieve More? Or Will Following The Herd Lead You Astray? In this episode of Nucleus Weal...
00:43:42
April 08, 2023
6.15 Disruption! Which Sectors Are Most At Risk From AI Advances | Nucleus Investment Insights
6.15 Disruption! Which Sectors Are Most...
Every day there are new applications for AI, and a Cambrian explosion of ideas are steaming through work places ri...
01:09:35
April 06, 2023
6.14 Why India Is Not The Next China | Nucleus Investment Insights
6.14 Why India Is Not The Next China | ...
This week we will discuss a number of the myths around the rise of India. Most importantly there is a common misco...
00:52:55
March 30, 2023
6.13 It's Hard To Kill A Banking Crisis | Nucleus Investment Insights
6.13 It's Hard To Kill A Banking Crisis...
It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets wil...
00:59:29
March 23, 2023
6.12 A Sectoral Guide To Surviving The Business Cycle | Nucleus Investment Insights
6.12 A Sectoral Guide To Surviving The ...
There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that yo...
00:55:57
March 16, 2023
6.11 Special Episode - Is A Banking Crisis Underway? Part 2 | Nucleus Investment Insights
6.11 Special Episode - Is A Banking Cri...
As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Res...
00:42:57
March 14, 2023
6.10 Is A Banking Crisis Underway? | Nucleus Investment Insights
6.10 Is A Banking Crisis Underway? | Nu...
Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A r...
01:01:12
March 10, 2023
6.09 The Smashed Aussie Economy | Nucleus Investment Insights
6.09 The Smashed Aussie Economy | Nucle...
Given the inflation and GDP numbers yesterday, we thought it worth an emergency look at the emerging crisis in the...
00:54:56
March 02, 2023
22 Shining a Light on Your Future: The Critical Importance of Transparency in Your Superannuation | Nucleus Wealth Empower
22 Shining a Light on Your Future: The ...
Join Nucleus Wealth's Shelley George, Chief Operating Officer, and Damien Klassen, Chief Investment Officer, to fi...
00:44:13
February 28, 2023
6.08 No European Energy Crisis, No Problem? Not So Fast, Says the Economy | Nucleus Investment Insights
6.08 No European Energy Crisis, No Prob...
The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis