Nucleus Investment Insights

There are a LOT of investment opportunities in the world of share markets but directly proportional to it are the risks. With little to no knowledge on hand, many opportunities just come and go. We know this, and that’s why we, at Nucleus Wealth, want you to get a fair assessment of the situation and analyze your own POV. So… Join us in this investment podcast as Nucleus Wealth Chief Investment Of...

Agitated about gas prices, worried about inflation and is the cost of living getting to you? Let us, here at Nucleus Wealth, take one off of your plate as we analyze the Australian Property Market situation to give you a heads-up. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, give their expert take on this...

In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Nucleus Wealth Chief Investment Officer, Damien Klassen as they talk about the explosive exposé of Cameron Murray's triggering new book called "RIGGED: HOW NETWORKS OF POWERFUL MATES RIP OFF EVERYDAY AUSTRALIANS"  and discuss some of the things that can be done about political f...

Join Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr in this investment podcast as they discuss the recent earnings season and what likely lies ahead. View the presentation slides Agenda:  Rigged - How Networks of Powerful Mates are Ripping Off Everyday Australians. Cameron Murray & Paul Frijters Housing Immigration Superannuation To liste...

Join Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr in this investment podcast as they discuss the recent earnings season and what likely lies ahead. View the presentation slides Agenda: Earnings tailwinds becoming headwinds Global Earnings overview Australia vs World Sectors Stocks Implications for markets To listen in podcast form click here Get...

China's economy has deteriorated significantly. We, here at Nucleus, have time and again discussed the issues and lately have been wondering if it means that China’s great reckoning has arrived? Or will the can be once again kicked down the road? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Chief Operatin...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Senior Financial Adviser, Samuel Kerr will review the unfolding energy crisis. We have discussed this in-depth and have been on point in regards to the issues and the solutions to date. Now that the ACCC has stepped in and the government is aware of the problem, we ask t...

Yields have increased as stock and bond prices have fallen this year. Does this mean this is a good time to buy for yield investors? Join us for a deep dive into the pitfalls of yield investing and the implications for investments. View the presentation slides Agenda: Reaching for yield Real Bond yields are negative - but for how long Australian bond yields have reversed Corporate bond yields are...

Super is an ever changing landscape and this new financial year is no different.  In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Senior Financial adviser Samuel Kerr to see the 8 changes to Superannuation as of the 1st of July 2022.   Empowering you to develop money and investing as tools for living your fullest life. &...

On the surface the Australian stock market looks cheap relative to the world market. In this episode we peel back the layers through and find that the truth is significantly less positive. Join us for a deep dive into valuation metrics for the Australian stock market and the implications for investments. View the presentation slides Agenda: Global Valuation overview Australia vs World Sectors Stoc...

As we thought it might, mid-last year, the commodity supercycle has gone as fast as it came. But with iron ore prices half where they were a year ago, where to from here? Listen in as the team delves into this topic. With Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr. View the presentation slides Agenda: A 20...

Sydney and Melbourne houses have some of the worst valuation metrics on record. However, some of the apartment markets are looking better. With the RBA jacking mortgage costs at the fastest rate in 50 years, we take a look at the housing calculator. This calculator is designed to look at a number of different ways to value houses, and most of them are looking sickly. In this investment podcast, Nu...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr will take a look at how the underlying quant factors have moved during the year-to-date market selloff and what the implications might be for their next moves. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/07/Quant-Rubble.pdf Agenda: * Q...

Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities to take over the function of reserve currencies, and an end to Bretton Woods II. The Financial Times profiled him in "Meet Zoltan, the sellside Jules Verne", highlighting #zoltan has become a trending topic after each post. In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klas...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith will discuss how stock/share markets continue to tumble, the bear market continues. There will also be an update as to what has changed, should you buy yet or should you wait. View the presentation slides here: https://nucleuswealth.com...

It's that nearly time of year again: tax time! Is it appropriate for you to make a contribution to your superannuation before we hit that 30 June deadline? Take a look and find out. Show Links: https://nucleuswealth.com/articles/how-to-make-pre-tax-concessional-contributions-after-tax-non-concessional-contributions-to-super-including-catch-up-contributions/ https://nucleuswealth.com/articles/to-in...

The National Energy Market failed this week, so we invited Western Australian energy expert Katharine McKenzie on to get her thoughts. Katherine runs an energy consultancy after years working for the West Australian government on energy policy, including decisions not to join the National Energy Market. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Austral...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Financial Crime Intelligence, Nathan Lynch, and Senior Financial Adviser, Samuel Kerr, delved deep into the world of money laundering. Nathan Lynch explained how dark money has infected the lives of ordinary people - and tainted Australian democracy. Australia is awash with dirty money. It flows through our econom...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Buyers Advocate, Media Commentator and Economist, Catherine Cashmore, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, will discuss whether a crash is in the future for Australian property. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Is-there...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and  Senior Financial Adviser, Samuel Kerr, look at the impending shock to electricity prices in Australia and the implications of that.  View the presentation slides Agenda: The Preposterous Australian Energy Shock * Global prices for key energy inputs hit home *...

In this investment podcast, Nucleus Senior Financial Adviser Samuel Kerr, Chief Economist Leith van Onselen, and Chief Strategist David Llewellyn-Smith gave an update on the state of the Australian economy that the new government is receiving. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/Podcast_slides.pdf Agenda: Current economic conditions superficially...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith will discuss whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming. View the presentation slides Agenda: Is the great China reckoning upon us? China’s pr...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith will discuss the recent fall in equity values back to more normal values.  View the presentation slides Agenda: Markets are no longer expensive… Is it time to buy? Valuation overview Global tightening, fiscal and monetary Europ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Chief Operating Officer Shelley George is joined by Nucleus Wealth's Chief Investment Officer, Damien Klassen, to discuss the recent increase in interest rates from the RBA and whether Boomers had it worse in the 1980s at 17% interest than millennials now at 0.35%.

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr, will do a round-up of Q1 company reporting season to date and have a look at the interaction between inflation and company profits.  View the presentation slides Agenda: Will the earnings boom continue Economic slowdown Top down US Earnings Regional Earnings Sector ea...