Nucleus Investment Insights

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and guest Kirk McDonald of New Energy Nexus dive into the lithium value chain. View the presentation slides Agenda: Discussion about the value chain, what it looks like, what are some of the key numbers and opportunities What are the main hurdles for Australia, wh...

For some months now, there’s been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in. But now it seems even more extreme. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rate markets are forecasting a pivot to rate cuts later in 2023. They both can’t be right, and this we...

This week we have Rosie Barnes from the YouTube channel @EngineeringwithRosie . She is a wind engineer and spends her podcasts explaining and analysing renewable energy technologies. View the presentation slides We have Rosie on to look at: What are the most interesting technologies right now, which look like being able to continue to get incremental cost reductions? Which are the "home run" techn...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr look at the early results from reporting season and how expectations are changing. We also scoot around the world looking at sector and country valuations. Where looks cheap, and which countries have run too hard? View the presentation slides Agenda: Global Ear...

There are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we weigh in on this.  View the presentation slides Agenda: Fundamental Bears vs T...

The turn of the year is when strategists and forecasters from around the globe look to their crystal balls and prognosticate on the likely events for 2023. This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes. View the presentation slides Agenda: Economic Geopolitical Investment Inves...

Join us in this week's investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss where we are up to with the 7 key long-term Investment trends that we have been covering for many years. View the presentation slides Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs To listen...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss the many grey areas of ethical investing and how you can do it on your terms. View the presentation slides Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls To listen in podcast form click h...

In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discuss 2023's "odds-on recession". View the presentation slides Agenda: Sharpest interest rate hikes in history House prices continue to fall Fixed-rate mortgages reverting to high variable rates Household consumption falling Record immigration to subdue wage growth To listen in...

Australian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster at the headline. Where is this heading and what will be its effect for the incoming year? In this Rapid Insights episode, Nucleus Wealth video, we examine these questions. https://nucleuswealth.com/articles/australian-property-market-update/ To listen in podcast form click  ⁠⁠here⁠⁠ G...

In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed. View the presentation slides Agenda: Increasing or decreasing? Proportion of GDP - level more important or change? Mortgage stress Investment implications To...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr as they wrap up the year and discuss what lies ahead for 2023. View the presentation slides Agenda: End-of-year reflection on themes and events of 2022, plus what to look out for in 2023 Inflation Company e...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discuss the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a domino effect? View the presentation slides There are two main issues: The size of the crypt...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr with guest, Caroline DiRusso of The Daily Luxe, discuss the great insolvency facade and the luxury goods market. Caroline is a lawyer with 15 years of experience in commercial litigation and corporate insolvency. View the presentation slides Agenda: The insolvency...

This episode was recorded on 18/11/2022 It's been a tough year for Chinese property developers. The last month has brought some relief in the form of government support, but the questions still remain: - How far will these measures go? - And is it time to buy resources and AUD yet as a result? In this first episode of a new type of Nucleus Wealth video, we look at just these questions. To listen i...

In this week's investment webinar, Nucleus Wealth is joined by Stephen Mitchell, CEO of Oak Capital, and Troy Stratton the CIO. We will be discussing the cracks that are starting to appear in the Australian property market. Oak Capital is an alternative non-bank lender and credit fund.  With the Australian property market in major flux, we take an on-the-ground look at what’s happening within...

On this week's podcast, we are joined by Evan Lucas, The Chief Market Strategist at Invest Smart to talk about his new book Mind Over Money and to discuss the markets. View the presentation slides Agenda: Are We Close to the Market Bottom?  Evan's book Mind Over Money & the psychology of investing Asset Allocation Stock Selection Australian vs international Inflation The US results Invest...

Will the switch to renewables be torpedoed by a lack of materials? Are we going to run out of copper? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we look at some of the major commodity materials, which ones are genuinely in short supply and which ones are too hard to tell. View the presentation slides Ag...

Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data continues to look dire in the latest release post Xi's appointment. Messaging from the conference shows no signs of reversing on clamping down on too much property debt, which means there's no respite in view for the Chinese property market.  Join us in this investment pod...

The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back to the rest of the world? Will Australian wages catch up or will rising interest rates cool wages down b...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discuss the ongoing energy crisis in Australia. View the presentation slides Agenda: The Great Energy Heist A potted history of Australian energy cartels Ukraine War and prices The new ADGSM and Labor revolt The kidnapping o...

In "tightening cycles", central banks usually raise rates until something breaks. The question is, which imbalance will it be this time? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss a range of different imbalances. View the presentation slides   Agenda: Where is the next Lehman moment?  US...

Independent central banks are largely ubiquitous in developed markets. But, as recent events have shown, there are lots of downsides to go with the benefits. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Operating Officer, Shelley George discuss the perils of independent central banks. View the presen...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, do a deep dive into supply chains. View the presentation slides Agenda: Supply Chain Manufacturing Shipping Inventories Containers Cars Energy To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you...

In this episode of Nucleus Wealth Empower, join Shelley George, Nucleus Wealth's Chief Operating Officer and guest, Louise Bedford, founder of http://www.tradinggame.com.au/ to find out how your views about money are formed and how they can impact your life. Learn specific techniques to lead you towards exceptional money mindset habits and how you can influence those around you to strive to achiev...