Nucleus Investment Insights Podcast
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Australian finance, investment, and economics podcast bringing you weekly insights from the investment team at Nucleus Wealth.
Nucleus Investment Insights Podcast
5d ago
Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dissects the war, its effect on the oil price, and the oil price's effect on inflation
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Nucleus Investment Insights Podcast
5d ago
In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen discuss how the Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk.
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Nucleus Investment Insights Podcast
2w ago
Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden opportunity to elevate your investment game!
Get ready to dive into the future of investing with us this week! Join us in this podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine the next few years. W ..read more
Nucleus Investment Insights Podcast
3w ago
Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs. Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen discusses what it means for these two countries from a macroeconomic perspective vs countries that do not have the same issues.
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Nucleus Investment Insights Podcast
1M ago
Both copper and lithium prices have seen some wild rides in recent months (and years). There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at these metals, the hype, the fundamentals, and how to think about commodity investing to avoid being caught buying at the wrong part of the cycle.
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Nucleus Investment Insights Podcast
1M ago
With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle.
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Nucleus Investment Insights Podcast
2M ago
Last week we looked at the macroeconomic and investment impacts of a second Trump presidency.
This week we look at the other alternatives:
Another Biden win
A different republican nominee (presumably because Trump was found guilty in a criminal trial)
A different democrat nominee (presumably because Biden opted to step down)
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the potential outcomes and what it would mean for stock markets and bond markets.
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Nucleus Investment Insights Podcast
2M ago
While there are still a range of court cases outstanding, Trump is leading most polls for the next president. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets.
Agenda:
Betting Odds
Legal cases
Election Issues: Abortion rights vs Border security. Age concerns.
How can Biden/Trump be replaced
Investment impact: Macro
Investment impact: Sectors
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Nucleus Investment Insights Podcast
2M ago
Interest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest rates? Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen give insight on how to protect your portfolios from falling interest rates.
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Nucleus Investment Insights Podcast
2M ago
The reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almost halved while stocks have rallied. Join us in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen dig into the reporting season so far, looking at winners, losers and trends.
Agenda:
Quick overview of Q1 season so far
Magnificent 7
Where is the market looking?
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