Nucleus Investment Insights

Is it time to re-enter the world stock market? In today's podcast Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith and Head of Operations Tim Fuller investigate Slides available here: https://nucleuswealth.com/wp-content/uploads/2020/04/Is-it-time-to-re-enter-stock-markets.pdf Topics on the agenda include a summary of the current issues facing worldwide e...

Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer surveys are showing. View the slides: https://nucleuswealth.com/wp-content/uploads/2020/04/Martin-North-2.4.2020.pdf You can find Martin North at: http://digitalfinanceanalytics.com/ Mortgage stress has jumped alarmingly this month, with...

In today's webinar and podcast, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Marcus Padley of Marcus Today as they cover "Coronavirus: Inside the mind of a trader" You can find Marcus here: https://marcustoday.com.au/ Topics on the agenda today; how Marcus Today & Nucleus Wealth have performed thus far throu...

Webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/03/The-new-credit-ice-age.pdf In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as they cover "The New Credit Ice Age." Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does...

In today's webinar, hear from Nucleus wealth's Head of Investment Damien Klassen, Tim Fuller and Jonathon Rochford of distressed debt lender Narrow Road Capital as they cover "Coronavirus Brings Feast to Distressed Debt Market" Find Jonathan here: https://www.narrowroadcapital.com/ On the agenda today: (a) corporate debt markets - how locked up are they and what will clear them (b) what Jonathan i...

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller, as they cover "Coronavirus causes Markets State Of Emergency." Today our attention turns to one of the most volatile periods in money markets we have seen in a century. We thought given the uncertainty, volatility and confusion that it was a g...

Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest by this; Education, Tourism & Commodities. You can find Dr Babones' here: https://salvatorebabones.com/ Slides of referenced statistics & Dr Babones' research: http://bit.ly/2IDgOJX In today's webinar, hear from Nucleus Wealth's Head...

The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface, it's far from all roses for the Australian economy. If you exclude net exports, Australia's economic growth was lower than population growth. Slides referenced throughout the episode : http://bit.ly/2Tl0Dap Topics include why we fore...

Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the effects. Join us for an update as we discuss the progression of Coronavirus outside China, and the resulting reaction of bond and equity marks The updated slides referenced throughout the episode: http://bit.ly/3a7P5wB Our updated Coronavirus charts: https://nucleuswealth.com/artic...

Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt. Find Chris at: https://coolabahcapital.com/ and https://twitter.com/cjoye In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Christopher Joye as they cover the "Attack of the Zombies". Discussion ranges from Government and Hybrid...

Australian Property has seen a boom in the past 6-12 months, but is it sustainable? Find Catherine at https://cashmoreco.com.au/ View the webinar slides here: http://bit.ly/2Snzvak Check out our brand new property calculator: https://nucleuswealth.com/property-calculator In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Ope...

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It sounds dire. Bond markets are reflecting a dire situation. Stock markets are generally up. Tune in today as we discuss whether stocks or bonds have this one right. Webinar slides available here: http://bit.ly/2Oxaffd In today's webinar,...

Find Dr Hail here: https://twitter.com/StevenHailAus In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Tim Fuller, and Dr. Steven Hail as they cover "MMT: coming to a politician near you!" Dr. Hail holds a PhD in Economics and is a lecturer in the topic at the University of Adelaide, where he uses a modern monetary frame to understand macroeconomic issues. Topics on...

In today's webinar hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover "Will Coronavirus create a Market Hangover?" Webinar slides available here: http://bit.ly/38xEfza Listen on YouTube: https://youtu.be/HudF0P6qBnc Topics include the pandemic spreading as the Chinese new year fast approaches, if the data can be truste...

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover "Christmas Crises; Missle Strikes, Bushfires, China & Trade Deal" Webinar slides available here: http://bit.ly/3aeKpWD Listen on YouTube: https://youtu.be/6N3Fd46PZ3w Over the holiday period, an array of crises kicked off or continued; including U.S...

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,...