Nucleus Investment Insights

This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone's mind; will it last? View the slides: https://nucleuswealth.com/wp-content/uploads/2020/12/Value_-rotating-or-just-spinning-its-wheels.pdf So join us in today's investment webinar as Nucleus Wealth's Head of Investments Damien Klassen, an...

On the agenda: •Quick background to MMT •MMT and Inflation expectations •How much more acceptance is Steven seeing for MMT on the back of large government spending this year? •Which country is closest to considering MMT? Has any economy adopted a form of modern monetary theory and been OK? •Janet Yellen looking like being Treasury Secretary, she has disavowed MMT but has voiced support for trying...

We discuss the history Australian-Chinese relations and China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students going forwar...

Martin North joins us to discuss Australian property using his latest housing and economic data. This includes the latest in Australian property, including the impacts of covid-19, household financial confidence, listings, mortgage stress and dwelling values View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/Can-Australian-property-rebound-from-the-coronavirus-crisi...

On the agenda today: Manufacturing revival in Australia (and other western countries), if the declining costs of renewable energy will be enough to overthrow fossil fuels and the cost revelations of what happens if they do In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Principal of Iron Matrix, David Morgan discuss the future of man...

We start with the fiercely contested US election, in which vote counting is currently underway, and tipped to not be fully decided for some time, due to record numbers of early votes cast, both in person and by mail, due to the coronavirus pandemic. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/US-Election-content.pdf On Tuesday, we had the Reserve Bank of Aust...

Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low rates, in the future investors would need to expose themselves to risk in order to gain returns. Today we look further at the future of income; covering the range of investment options, and the market moves of the week. View the pre...

Our attention turns this week to what is most Australian's second biggest asset, Superannuation. Super means a lot things to every Australian. For some it's a tax efficient long term savings vehicle that if managed well can provide security and reassurance that retirement will be comfortable and reliable. For others it is an annoying, mandated deduction of their hard earned wages, robbing them of...

Prof. Steve Keen joins us to discuss his work on the disastrous economics of climate change, in which he contends numerous errors have been made in calculating the economic effects of climate change. Correcting for these errors makes it feasible that the economic damages from climate change are at least an order of magnitude worse than forecast by economists, and may be so great as to threaten the...

With Frydenberg's recent announcement of Australia's Budget, we thought it prudent to schedule a special episode of the investment webinar today, in which Nucleus Wealth's Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller dive into Frydenberg's Sugar Hit (aka Australia's Budget). View the presentation slides...

After 5 years of falling RBA rates and the fact that income needs are rising against falling "safe" investment returns, what can clients do? View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso.pdf Growth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to pr...

Our attention turns locally this week, as the country begins take stock of the coronavirus impacts and look to the future for drivers of Australia's favourite asset class, property. As news breaks that lending standards are being relaxed and the Reserve Bank of Australia continues to pump freshly printed monopoly money into the economy through the new Term Funding Facility, the bull case for Aussi...

This week we look to the upcoming US election as the country grapples with the coronavirus, civil unrest and a toppling stock market. Can Trump pull off another shock win and buoy markets with more of his trade mark tax cuts and incongruous twitter activity, or will old man Biden clinch the win for the democrats on a platform of covid management, healthcare strengthening and environmental protecti...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Paragon Funds' CIO John Deniz turn their attention to if Gold is the anti-dollar. You can find John at: https://www.paragonfunds.com.au/ View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/09/Is-Gold-the-anti-...

Is the Gammaquake over or just beginning? Are stockmarkets about to crash? What actually is gamma and why should you care. Join us today to discuss recent market movements and what they mean for investment portfolios In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller investigate if Gamma is abo...

Is MMT the solution to the Coronavirus Economy? Professor Steve Keen joins today's webinar alongside Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller to determine if MMT is the solution to an economy ravaged by Coronavirus. On the agenda, we give an overview of how the Coronavirus crisis will have impacted the already fragile economy when all is said and done, add...

You can find Prof. Richard Holden's work here: Latest Vital Signs article - https://bit.ly/2FT9QlQ Twitter feed - https://twitter.com/profholden Join us as we discuss the ongoing impacts of the coronavirus, and whether Australia's global leading household debt levels may fuel a protracted downturn in our economy. We wrap up with a discussion around the solutions to these structural issues and the...

Due to Coronavirus the Australian property market in a marked period of uncertainty, we take an on-the-ground look at what's happening within the broader lending market. This means diving into the world of bad debts as they relate to bank lending, developers, commercial and residential property to get an indication for just how great the Coronavirus toll could be In today's investment webinar, Nuc...

The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what these mean for clients and advisers, and what the future of financial advice looks like, we've brought Tristan Scifo and Harry Goldberg from Purpose Advisory onto the panel alongside Dr Jeffrey Scott, head of advice strategy at M...

You can find Jeff Booth and the price of tomorrow here: https://thepriceoftomorrow.com/ https://twitter.com/JeffBooth Join us as we discuss Technology's ever-growing role in the world, the resulting deflation it will generate, and the major structural changes to the economy as we know it caused by this. We discuss these changes in industries it's already happened in, as well as some likely candida...

Join us as we discuss CBA's real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth's views on the housing market. View the webinar slides here: https://nucleuswealth.com/webinars/pulling-back-the-curtain-on-australias-economy-with-cbas-head-of-economics-gareth-aird-nucleus-investment-insights/ In today's investment webinar N...

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've already passed a few markers, there are numerous steps in fiscal and monetary policy to get us to the point of economic hell. View the webinar slides here: https://nucleuswealth.com/webinars/the-road-to-economic-hell-is-paved-with-good...

Stock markets have disconnected from reality. The economic fundamentals are almost as bad as they have ever been. But that hasn't concerned markets in recent months, and it doesn't look like concerning markets any time soon. Therefore, we're looking at factors that may bring markets back to earth, and believe corporate insolvencies may be a key piece of the puzzle Find Caroline here: https://twitt...

In todays show we focus our attention on emerging issue faced by both institutions and retirees alike: finding income in a zero interest rate environment, which could last for another decade. View the webinar slides: https://nucleuswealth.com/webinars/how-to-find-income-in-a-0-interest-rate-environment-nucleus-investment-insights/ Areas of interest today: A philosophical approach to yield Some exp...

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. But all of these pale next to the longer-term problem of derailed population growth and exhausted policy supports. In today's investment webinar, Nucleus Wealth's H...