Nucleus Investment Insights

In today's webinar, hear from MB Fund's Head of Investment Damien Klassen & Tim Fuller as we dive into the controversial world of company earnings forecasts - what they are, why they matter and how the market reacts when exuberant CEO's press releases turn out to be more froth than ale. Webinar slides available here: http://bit.ly/2tFfe64 Watch on YouTube: https://youtu.be/O4jsIMRx8GA Nucleus Weal...

Find Dr. Robert Spalding's 'Stealth War' publication here: http://bit.ly/NucleusStealthWar If there's one of our episodes you watch this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to discuss his publication "Stealth War". The episode features huge China revelations with implications for not only Investments, but moral opposition to...

Find 'The Macro Tourist' here: https://themacrotourist.com/ https://twitter.com/kevinmuir Listen in podcast form: http://bit.ly/NucleusPod In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller, as well as ex-fund manager, Analyst, and blogger Kevin Muir of 'The Macro Tourist' to discuss 'Is Inflation back from the Dead?' Topics this week i...

You can find Steve's work at: https://www.patreon.com/ProfSteveKeen In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, as well as Economist and Hon. Prof. of the University College of London, Steve Keen. Topics this week include credit creation and its limits, weighing up its pro's and con's, central banks reaching the end of the road f...

You can download Peter Singer's Revised 10th-Anniversary Edition of "The Life You Can Save" for free here: https://www.thelifeyoucansave.org.au/the-book/ . In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, and renowned ethicist Peter Singer as they cover "Effective Ethical Investment". Timestamps: 2:35 Background on Peter 4:30 Effectiv...

You can find Martin North's research at https://www.digitalfinanceanalytics.com/ and his video content at https://www.youtube.com/WalkTheWorldDFA . In today's webinar (12:30 pm AEST, Thursday 28th November), hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, and founder of Digital Finance Analytics, Martin North as they cover "Australia's Housing Market Di...

Webinar slides available here: http://bit.ly/2XwMwzf In today's LIVE webinar (Thursday 21st November), hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover "Global Reflation Hot Trade or Hot Air?" While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs...

You can find David's energy consulting services here: http://itkservices.com.au/ and his articles and podcasts at https://reneweconomy.com.au/author/david-leitch/ . In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and expert energy analyst David Leitch as they "Untangle the Energy Market." Topics this week include the death of Coal, t...

You can find David here: Ironmatrix.com In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Founder of 'Iron Matrix', David Morgan as they cover "The Future of Renewable Energy." Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the 'killer app' of the energy industry...

You can find Jonathon's articles here: https://www.narrowroadcapital.com/ In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and CEO of a Distressed Debt Lender, Jonathan Rochford as they cover "Distressed Debt Economic Lessons." Topics this week include an outlook of the Australian property market, a worldwide government debt snapshot,...

Apologies for audio issues from 2:00 to 9:45, audio resumes in high quality for the rest of the episode You can find & purchase Daniel's book here http://bit.ly/32A7LC1 As well as his twitter and publishers links: https://twitter.com/danziffer, https://www.instagram.com/scribepub/?hl=en, https://www.facebook.com/scribepub/, https://twitter.com/scribepub In today's webinar, hear from Nucleus Wealth...

Stephen's the CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom, you can find him here: http://www.oakcapital.com.au https://www.resicom.com/ In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they investigate "Revelations from the coal face of Australian Lending with Stephen Mitchell." With the Aus...

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, and Head of Operations Tim Fuller as they cover "Is Australia's Jobs Miracle on Borrowed Time?" Over the past 2 years the Australian economy has experienced an unprecedented jobs boom of more than 300 thousand jobs created per annum. In today's webinar, we take a deep dive into the e...

Webinar slides available here: http://bit.ly/2o1KaLo In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover "Is Australia's Housing Rebound a Bull Trap?" While the growth outlook of the housing market has unambiguously improved over the next 12 months,...

Find Patrick here: https://www.livewiremarkets.com/contributors/patrick-poke In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Patrick Poke of Livewire Markets as they cover "The Death of Traditional Financial Media." On the agenda this week is falling broker and industry research, what to make of writer biases and mot...

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they cover "The Ticking Debt Bomb" Webinar slides available here: http://bit.ly/2kkn40y Unfunded liabilities, astronomical government debt, record consumer debt, soaring corporate loans - where does the buck stop? Join us this week as we delve into the world of debt and look at whe...

In today's webinar and podcast, Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Head of Operations Tim Fuller took a deep dive into "The Ugly Truth of the (Australian) Miracle Economy". Webinar slides available here: http://bit.ly/2lPXJfg Today we looked at 28 years of uninterrupted GDP growth and contrast that to 7 years of declining real household incom...

Webinar slides available here In today's webinar, Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and special guest Catherine Cashmore covered the "Return of the Housing Boom". The recent Australian Housing report from CoreLogic shows it could be boom time once again in Australian Housing. Today we cover what the data shows, the...

Webinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 29th August), hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller where they'll be exploring "The Four Horsemen of the Apocalypse" Brexit, Trade War, Hong Kong and Global Recession. Four spectres hanging over investors. This week's podcas...

Webinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 22nd August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller as they inform you of the "Australian housing boom and bust indicators to focus on" This week we take a dive into the world of housing statistics, cutting through the noise to get to the key statistics that you need to be watching,...

In todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller pose the question "Is value investing dead?" Webinar slides available here The last few year's of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are expecting...

In this weeks instalment of Nucleus Investment Insights, we have a special guest week in Susan Farquhar. Susan is one of the country's leading experts in investment property and is Managing Director of Calla Property who specialise in helping everyday Australians make smarter decisions when choosing to invest in property. Through her decades of investing and helping others invest in Australian pro...

In todays LIVE webinar (11am AEST, Friday 2nd August), hear from Nucleus Wealth's Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed: •Australia and Global Growth •Interest rate differentials; •Investor sentiment and technicals •The relative strength of the US dollar. •Investment Impacts Slides are a...

In todays LIVE webinar (12:30pm AEST, Thursday 25th July), hear from Nucleus Wealths Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we try to unpack the recent march of equities. Webinar slides click here. - How high can it go? - What are the risks? - Long term returns Join Damien, David and Tim as we tread cautiously through the capital markets. Nucle...

In this week's LIVE presentation we explore the current state of play in the Australian Self Managed Super Fund arena. Slides can be found here. Topics include: - Some highlights from the Australian SMSF Landscape - 2 major mistakes SMSF trustees make in asset allocation - Some key ways to avoid making these mistakes - Key considerations before taking the plunge into an SMSF Nucleus Wealth is a Me...