Nucleus Investment Insights

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...

In todays LIVE webinar, hear from Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller walk through the tools used at Nucleus Wealth for picking quality stocks. In this episode we focus on Damiens process on how stocks are considered for the portfolios at Nucleus Wealth. - The global move to quality by big fund managers - What is a "Quality" stock - Man vs Machine: Where do quant pr...

This week's LIVE webinar (12:30pm AEST, Thursday 4th July) - we explain all things ethical investment. •Defining ethics in investment •What does investing ethically mean to a portfolio's performance? •What are the options? •What are the pitfalls? •How we help investors invest according to their ethics, whilst still capturing all remaining upside Join Nucleus Wealth's Head of Investments Damien Kla...

This week's webinar was shot in November 2018 but still holds true today. It takes a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Bubbles - Classifying which type of bubble we are in - Identifying the key factors - Conditions evident to support our case The Crash Policy Responses Slides can be found here. Nucleus Wealth is a Melbo...

This week's LIVE webinar (12:30pm AEST, Thursday 20th June) - we dive into our take on the current state of the global liquid dinosaur trade. •Key short term fundamentals reflection on recent price volatility •Will the resurgence in US Shale force an OPEC+ extension? •How do these short term measures play into our longer forecasts? Join Nucleus Wealth's Head of Investments Damien Klassen, Chief St...

This week's LIVE webinar (12:30pm AEST, Thursday 13th June) - Australia's Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war. How many cuts in the cash rate are ahead? What happens when it runs out of cuts? What and when will it turn to in unconventional monetary policy? Join Nucleus Wealth'...

This week's LIVE webinar (12:30pm AEST, Thursday 6th June) - we discuss the outlook for the Australian dollar as the Us/China Cold War develops, the local economy falters and global markets sag. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into the Aussie Dollar Drivers. Slides here. Australian Dollar - 5 drivers valuati...

This week's LIVE webinar (12:30pm AEST, Thursday 30th May) - we dive into a big update on Australian's favourite asset rollercoaster. With the pro-property party firmly back in power - the question remains, does this mean 'risk on' for the property pundits or is there still enough pessimistic proof of potential paroxysm? Slides can be found here. So join Nucleus Wealth's Head of Investments Damien...

This week's LIVE webinar (12:30pm AEST, Thursday 23rd May) - As we review the escalation between global powerhouses USA and China. Is this the Cold War 2.0? What is the US trying to achieve? How might it play out and some potential scenarios How are these events likely to impact investment in the near future? So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewe...

This is a quick overview of our larger Mega Trends show. Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets: - Rising inequality - Baby Boomers - Women in the workforce - Global debt levels - Company tax rates Slides can be found here. Nucleus Wealth is a Melbourne bas...

On today's show we look at some prevailing Mega Trends. Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets: - Rising inequality - Baby Boomers - Women in the workforce - Global debt levels - Company tax rates Slides can be found here. Nucleus Wealth is a Melbourne base...