Nucleus Investment Insights

In this week's investment webinar, Nucleus Wealth is joined by Stephen Mitchell, CEO of Oak Capital, and Troy Stratton the CIO. We will be discussing the cracks that are starting to appear in the Australian property market. Oak Capital is an alternative non-bank lender and credit fund.  With the Australian property market in major flux, we take an on-the-ground look at what’s happening within...

On this week's podcast, we are joined by Evan Lucas, The Chief Market Strategist at Invest Smart to talk about his new book Mind Over Money and to discuss the markets. View the presentation slides Agenda: Are We Close to the Market Bottom?  Evan's book Mind Over Money & the psychology of investing Asset Allocation Stock Selection Australian vs international Inflation The US results Invest...

Will the switch to renewables be torpedoed by a lack of materials? Are we going to run out of copper? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we look at some of the major commodity materials, which ones are genuinely in short supply and which ones are too hard to tell. View the presentation slides Ag...

Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data continues to look dire in the latest release post Xi's appointment. Messaging from the conference shows no signs of reversing on clamping down on too much property debt, which means there's no respite in view for the Chinese property market.  Join us in this investment pod...

The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back to the rest of the world? Will Australian wages catch up or will rising interest rates cool wages down b...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discuss the ongoing energy crisis in Australia. View the presentation slides Agenda: The Great Energy Heist A potted history of Australian energy cartels Ukraine War and prices The new ADGSM and Labor revolt The kidnapping o...

In "tightening cycles", central banks usually raise rates until something breaks. The question is, which imbalance will it be this time? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss a range of different imbalances. View the presentation slides   Agenda: Where is the next Lehman moment?  US...

Independent central banks are largely ubiquitous in developed markets. But, as recent events have shown, there are lots of downsides to go with the benefits. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Operating Officer, Shelley George discuss the perils of independent central banks. View the presen...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, do a deep dive into supply chains. View the presentation slides Agenda: Supply Chain Manufacturing Shipping Inventories Containers Cars Energy To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you...

In this episode of Nucleus Wealth Empower, join Shelley George, Nucleus Wealth's Chief Operating Officer and guest, Louise Bedford, founder of http://www.tradinggame.com.au/ to find out how your views about money are formed and how they can impact your life. Learn specific techniques to lead you towards exceptional money mindset habits and how you can influence those around you to strive to achiev...

There are a LOT of investment opportunities in the world of share markets but directly proportional to it are the risks. With little to no knowledge on hand, many opportunities just come and go. We know this, and that’s why we, at Nucleus Wealth, want you to get a fair assessment of the situation and analyze your own POV. So… Join us in this investment podcast as Nucleus Wealth Chief Investment Of...

Agitated about gas prices, worried about inflation and is the cost of living getting to you? Let us, here at Nucleus Wealth, take one off of your plate as we analyze the Australian Property Market situation to give you a heads-up. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, give their expert take on this...

In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Nucleus Wealth Chief Investment Officer, Damien Klassen as they talk about the explosive exposé of Cameron Murray's triggering new book called "RIGGED: HOW NETWORKS OF POWERFUL MATES RIP OFF EVERYDAY AUSTRALIANS"  and discuss some of the things that can be done about political f...

Join Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr in this investment podcast as they discuss the recent earnings season and what likely lies ahead. View the presentation slides Agenda:  Rigged - How Networks of Powerful Mates are Ripping Off Everyday Australians. Cameron Murray & Paul Frijters Housing Immigration Superannuation To liste...

Join Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr in this investment podcast as they discuss the recent earnings season and what likely lies ahead. View the presentation slides Agenda: Earnings tailwinds becoming headwinds Global Earnings overview Australia vs World Sectors Stocks Implications for markets To listen in podcast form click here Get...

China's economy has deteriorated significantly. We, here at Nucleus, have time and again discussed the issues and lately have been wondering if it means that China’s great reckoning has arrived? Or will the can be once again kicked down the road? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Chief Operatin...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Senior Financial Adviser, Samuel Kerr will review the unfolding energy crisis. We have discussed this in-depth and have been on point in regards to the issues and the solutions to date. Now that the ACCC has stepped in and the government is aware of the problem, we ask t...

Yields have increased as stock and bond prices have fallen this year. Does this mean this is a good time to buy for yield investors? Join us for a deep dive into the pitfalls of yield investing and the implications for investments. View the presentation slides Agenda: Reaching for yield Real Bond yields are negative - but for how long Australian bond yields have reversed Corporate bond yields are...

Super is an ever changing landscape and this new financial year is no different.  In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Senior Financial adviser Samuel Kerr to see the 8 changes to Superannuation as of the 1st of July 2022.   Empowering you to develop money and investing as tools for living your fullest life. &...

On the surface the Australian stock market looks cheap relative to the world market. In this episode we peel back the layers through and find that the truth is significantly less positive. Join us for a deep dive into valuation metrics for the Australian stock market and the implications for investments. View the presentation slides Agenda: Global Valuation overview Australia vs World Sectors Stoc...

As we thought it might, mid-last year, the commodity supercycle has gone as fast as it came. But with iron ore prices half where they were a year ago, where to from here? Listen in as the team delves into this topic. With Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr. View the presentation slides Agenda: A 20...

Sydney and Melbourne houses have some of the worst valuation metrics on record. However, some of the apartment markets are looking better. With the RBA jacking mortgage costs at the fastest rate in 50 years, we take a look at the housing calculator. This calculator is designed to look at a number of different ways to value houses, and most of them are looking sickly. In this investment podcast, Nu...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr will take a look at how the underlying quant factors have moved during the year-to-date market selloff and what the implications might be for their next moves. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/07/Quant-Rubble.pdf Agenda: * Q...

Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities to take over the function of reserve currencies, and an end to Bretton Woods II. The Financial Times profiled him in "Meet Zoltan, the sellside Jules Verne", highlighting #zoltan has become a trending topic after each post. In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klas...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith will discuss how stock/share markets continue to tumble, the bear market continues. There will also be an update as to what has changed, should you buy yet or should you wait. View the presentation slides here: https://nucleuswealth.com...