Nucleus Investment Insights

In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr detail if the Market Meltdown will continue Topics on the agenda today: Bull case for markets Supply chain Wage Growth China Earnings Valuation To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Ge...

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market's crash landing Agenda: - After 30 years of boom, the Chinese property development market is going bust. - Signature policies of "three red lines" and "common prosperity" has triggered it. - The goal...

In today's investment podcast, Martin North of Walk The World joins Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr to discuss if Australian Property will continue to boom in 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/01/DFA-12-Jan-2022.pdf On the agenda: - Latest household mortgage stress data - Postcode stress m...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Advisor Sam Kerr illuminate us on why immigration is the key to Australian interest rates in 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/immigration-employment-and-interest-rates.pptx.pdf On the agenda: - After 11 lon...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Senior Financial Advisor Sam Kerr cover the different ways you can invest ethically, how ethical investing really works, why you might consider it, and the investment impacts of the decision View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/how-to-make-your-ethical-investment-eff...

In today's investment webinar Nucleus Wealth's Chief Economist Leith van Onselen, and Senior Financial Advisor Sam Kerr discuss the signs we're seeing of another lost decade for the Australian Economy View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/another-lost-decade.pdf On the agenda: The Australian economy set to boom in 2022. But another lost decade looms onc...

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr cover our 7 key long term Investment trends for 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/megatrends.pptx.pdf On the agenda What is a long term trend What are the 7 key long term trends? How to use them in investment Investment Outlo...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Wadzanai Nenzou to help you traverse the path to buying your first shares Empowering you to develop money and investing as tools for living your fullest life. You can find Wadzanai at http://www.herconomics.com/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_sou...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Senior Financial Advisor Sam Kerr discuss various scenarios for how Omicron may play out, and subsequent investment market impacts View the slides: https://nucleuswealth.com/wp-content/uploads/2021/12/omicron-market-impacts.pptx.pdf On the agen...

In today's investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr sit down to discuss the recent falls in the Australian Dollar, gains in the US Dollar, Iron Ore price coming off, and ultimately answer the question, has the Australian dollar bottomed? View the presentation slides: ht...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Senior Financial Advisor Sam Kerr to shed light on how you can use Superannuation to help you in purchasing your first home. Empowering you to develop money and investing as tools for living your fullest life. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_s...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Senior Financial Adviser Sam Kerr and Bruce Thompson of Greensync discuss the Future of Energy On the agenda: - Future of energy markets/grids; off-grid vs national vs local - Solar & Batteries; cost reductions, technology improvements - Chinese competition You can find Bruce at Greensync: https://greensync.com/ To...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if supply chains are broken View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/supply-chain.pdf On the agenda: Two scenarios to drive the market Lumber Shipping Semiconductors Cars To listen in podcast form click here: https://nucleus...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by the CEO of the Australian Shareholders' Association, Rachel Waterhouse to shed light on how you can get your voice heard as a retail shareholder Empowering you to develop money and investing as tools for living your fullest life. You can contact Rachel at ceo@asa.asn.au Sign up for the ASA's...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Officer Jayden Stent dive into The Iron Ore Catastrophe that's currently unfolding View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/The-Iron-Ore-Catastrophe.pdf On the agenda: Chinese construction hard landing Iron ore incredibl...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent cover the RBA losing control of Interest Rates View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/rba-loses-control.pptx.pdf On the agenda: - Forward guidance - Bond yield changes - Bank Lending - Commodities & AUD - Immigration & Students - Inv...

In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent uncover if Company Profits are booming or busting? On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks Investment outlook To listen in podcast form click here: https://nuc...

We're seeing an uprecedented Energy bubble, we discuss if it will lead to full-blown crisis

In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation! View the slides: https://nucleuswealth.com/wp-content/uploads/2021/10/Stagflation.pdf On the agenda: •US inflation strong •Chinese inflation weak, except for US •Commodities battleground/energy crisis •Monetary and fi...

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. You can find Matt's writing at http://signalmacro.com/ Timestamps: 00:00 Introduction and background on Matt 03:20...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro sit down to discuss China's new Economic contagion (their construction sector) View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/the-new-chinese-contagion.pdf On the agenda: - Evergrande a symptom, not a cause - World wages rebounding - Str...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Martin North of Walk The World to discuss what Lenders Mortgage Insurance is, and why you should avoid paying it. Empowering you to develop money and investing as tools for living your fullest life. Timestamps: 00:00 Introduction 02:20 What is Lenders Mortgage Insurance? And when you need it...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by Private Debt specialist Jonathan Rochford of Narrow Road Capital, and Insolvency expert Barry Kogan of McGrathNicol to answer the question "where are all the broke companies" Get in touch with Jonathan: https://www.narrowroadcapital.com/ Get in touch with Bar...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we'd suggest fixing it For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way m...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by space investment professional Andrew Barton to discuss opportunities in the industry and if your portfolio needs space Get in touch with Dr. Barton: https://www.linkedin.com/in/bartox/ Timestamps: 00:00 Introduction 01:26 Recent breakthroughs and cost changes...