Nucleus Investment Insights

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...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with Steve Crawford of Experience Wealth to demistify the process of what goes into buying your first house. Empowering you to develop money and investing as tools for living your fullest life. Get in touch with Steve: https://experiencewealth.com.au/ Complimentary cashflow starter kit: https://...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy's Hard Landing View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/The-Chinese-Economys-Hard-Landing.pdf Timestamps: 00:00 intro 01:20 Background on China's current economic...

In today's investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro set the scene for the rocky economic path out of lockdowns View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Will-Australian-economy-bounce-back.pdf On the agenda: - The consensus view is that Australia's...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with Rachel Alembakis of FS Sustainability to break down what the Intergovernmental Panel on Climate Change's (IPCC) latest report on climate change means, and what we can do with our investments to help shape our future. Empowering you to develop money and investing as tools for living your ful...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss if wages will grow in 2021 - 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/will-wages-grow-in-2021-2022.pdf On the agenda today: A decade of stagnation World wages rebounding But structural...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss what's seemingly been the shortest commodity supercycle ever View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Shortest-commodity-supercycle-ever.pdf On the agenda: No more talk of a commodity superc...

In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Financial Advisor Mark Monteiro explore reporting season, and if the profit boom can last View the presentation slides On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks Investment outlook To listen in podcast form click here: https://nu...

In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare! View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/07/Beware-the-growth-scare.pptx.pdf On the agenda: This is a risk scenario,...

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by CBA's Head of Australian Economics, Gareth Aird to discuss Australia's Remarkable Jobs Recovery. On the agenda today: Australia's unemployment rate fell to decade low in June. Tightest job market in decades. Drivers: Stimulus and closed borders. How low can unemployme...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller use the latest June property reports to investigate if you're currently better off renting or buying Australian housing Use the Australian property calculator Topics covered: •Housing market valuation •Latest Stats •Macro outlook •Rent or Buy? •Investment Implications View the presenta...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with Suraj Pabari and Ari Yeganeh of the purpose project for a career and purpose centric discussion with two recent highschool grads, Eloise & Alex. Empowering you to develop money and investing as tools for living your fullest life. You can find Ari & Suraj at https://www.thepurposeproject.com...