Nucleus Investment Insights

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Here is a short summary of our larger show to whet the whistle. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leit...

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Slide can be found here. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look...

We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of the worlds largest freelancing and crowdsourcing marketplace. In todays interview we discuss Matts vie...

This week's LIVE webinar (12:30pm AEST, Thursday 18 April) - we look at recent numbers out of China, it's subsequent investment implications and how we are adjusting portfolios to take advantage. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss recent global data points and how we are positioning portfolios in response. -...

We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association. (BFCSA) BFCSA investigates fraud involving lenders, spruikers and financial planners worldwide. For the past two decades, Ms Brailey, President of BFCSA (Inc), has been a tireless campaigner, championing the cause of older and low income people around the Globe who have...

This week's webinar we explore what life is left in the Australian Government Bond trade. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on how investments in bonds can provide safety and yet still outperform when conditions are right. - What happens when the safety trade isn't safe? -Australia vs Global -...

(Apologies for the sound, we had some tech difficulties and needed to shoot over the phone) We have another special guest week in Damien Boey, who is Credit Suisse's head of Australian economics and equity strategy. He has worked for the firm for 13 years, and prior to his career at Credit Suisse, worked for 4 years at the Reserve Bank of Australia. After the interview we will then look at some of...

We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business channel, which is called Your Money. Alek's book, USA Gday, available here. In todays interview we dive into Alek's take on the outcomes of the Royal Commission, the impacts expected on both the incumbent advice majors and newer licensees and how the changing landscape of finan...

We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and mortgage control fraud. https://twitter.com/PhilipSoos In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations...

This week's Nucleus Instant Insights, we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: - Who the changes will affect most - How these changes could affect traditional high dividend stocks - Structuring for the changes - Things to think...

This week's LIVE webinar (12:30pm AEST, Thursday 28 Feb) - we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: - Who the changes will affect most - How these changes could affect traditional high dividend stocks - Structuring for the chang...

This week's LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the global economy. - Trade issues - Cyber warfare - Political Influence - How we position portfolios to face these threats h...

Join Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of the recent Royal Commission on everyday Australian's and the broader economy with bank veteran, author and now managing editor of the highly regarded Cuffelinks newsletter, Graham Hand. https://cuffelinks.com.au/ The information on this podcast contains general information and does n...

Nucleus Instants is a shortened version of our larger podcast designed to give you a brief overview of topics covered. This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economi...

This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at: - Household Consumption - Dwelling Investment - Public Demand - Busi...

This week's LIVE webinar (12:30pm AEST, Thursday 31 Jan) - we explore the key bear themes that will have an impact on world markets in 2019. Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: - China - Can China arrest falling growth with more debt? - US - When does the Trump boom end? - Europe - Will Brexit and anemic eco...

The first of many Nucleus Wealth Investment Insights "Instant" series. We (attempt) to provide a short hit of our larger format podcasts in the aim of giving you a snapshot of key investment themes covered. We hope you get excited, learn something, maybe check out the big one and perhaps consider investing with us at some point. Webinar slides here Subscribe page here Here's the standard blerb, ta...

This week's LIVE webinar (12:30pm AEST, Thursday 24 Jan) - we explore the prospects of global shares over the next 12 months Join Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at: - The showdown between stocks and bonds, which will be the best performer in 2019? - What has been happening behind the scenes with Nucleus Wealth portfolio's and how we are positioning fo...

Join Nucleus Wealth's Head of Investment Damien Klassen and Tim Fuller as we discuss all things bonds, where they fit in the investment landscape and why they are an important part of any diversified portfolio. The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of fut...

NUCLEUS WEALTH INSIGHTS Good Defence is the Best Offence (Show originally aired on the 12th of July 2018) On this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. - Can volatility be viewed as a whole or a sum of many parts? - How stock selection can help insulate a portfolio in volatil...

This week's LIVE webinar (12:30pm AEST, Thursday 20 Dec) - we explore what can really go on behind the closed doors of investment managers. Only when the tide goes out do you discover who has been swimming naked. Warren Buffett It is a market truism that a rising stock market can hide a lot of sins, and it is only when markets fall or become volatile that you can see who has been simply taking lot...

Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at - the current economic data coming out of China - Headwinds facing another major local boom - How these themes will impact investment across the world Webinar slides - http://bit.ly/2rx1Axo The information on this webinar contains general information and does not take into...

Today on the podcast we have Erik Townsend, a retired software entrepreneur turned hedge fund manager, public speaker and co-author of his own popular industrial grade podcast, MacroVoices. Erik is joining us today to talk about his new book 'Beyond Blockchain, the death of the dollar and the rise of digital currency' and how a global digital currency could unlock US dollar hegemony over world tra...

Special 'From the Vault' edition - episode shot on the 14th of December 2017, mid frothy cryptobubble. Bitcoin was trading at $23,400 AUD. Damien Klassen, David Llewellyn Smith and Tim Fuller give their thoughts on Bitcoin and blockchain, what to look out for and where it is going. The information on this webinar contains general information and does not take into account your personal objectives,...

This week's webinar (12:30pm AEST, Thursday 29 Nov) - brings dodgy financial advice under the spot light. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings. Join us as we run through the key factors to consider when seeking advice, warning signs to look out for and why it pays...