Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
- 00:00 Introduction and background on Matt
- 03:20 Bank funding & CLF
- 09:30 Why are Australian banks so profitable?
- 18:10 Are these changes a signal that govt will stop pushing house prices?
- New Zealand housing market 29:30 Will Aus follow suit and raise rates?
- 35:10 Wage growth
- 36:50 USD vs AUD
- 41:05 Worst case scenarios for the big 4?
- 45:15 TFF
- 46:20 Bond rates
- 48:00 The RBA following other global banks
- 52:45 Macro look at US economy
- 55:55 Europe and their ties to China
Damien Klassen is Head of Investment at Nucleus Wealth.