Sinopsis
Nucleus Wealth is a Australian based investment house specialising in asset allocation and direct international equity investments. Through the provision of low cost, actively managed discrete share portfolios we aim to give our clients a superior, fully featured investment solution to help them tailor how they invest to suit their personal appetite for risk and reward, ethical preferences and in turn realise their financial goals and objectives faster.Nucleus Wealth Insights brings the team together to discuss a world of topics touching current events, looking into common trends, company activities and the potential impacts on your portfolio. In addition to podcasts, Nucleus Wealth offers weekly Live Webinars, Blog Articles and Performance Reports. For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts
Episodios
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Ep. 369: The Effects On Earnings Of Trump's Policy Chaos | Nucleus Investment Insights
27/03/2025 Duración: 41minJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at earnings forecasts and which sectors are starting to see the effects of the chaos around policy making and tariffs.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 368: Mistakes Investors Make During Downturns | Nucleus Investment Insights
20/03/2025 Duración: 43minMarkets took a tumble this month. During downturns there are plenty of mistakes that investors make and things that they should be doing.Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen dive into the most common mistakes and things you should be doing in your portfolio.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 367: More Market Turmoil | Nucleus Investment Insights
13/03/2025 Duración: 01h48sJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen checks in on the markets after recent large falls and discusses what to watch for going forward.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 366: We Have Been Selling Stocks | Nucleus Investment Insights
06/03/2025 Duración: 40minIt has been a busy few weeks in geopolitics. Late last week, we changed our portfolio allocation to pull back on stocks in our tactical funds. There are a broad number of reasons that I will discuss in podcasts and the performance report (later this week). The headline is that there is growing execution risk in Trump's plan, mixed with chaotic messaging, which will likely lead to slower short-term growth.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for you.Find us on social media:Twitter
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Ep. 365: Housing Affordability Update | Nucleus Investment Insights
27/02/2025 Duración: 50minJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen check in on house price affordability for Australians after the recent interest rate cuts.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 364: Tariff Diplomacy: Can America Go It Alone? | Nucleus Investment Insights
13/02/2025 Duración: 38minTariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases?Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen do a deep dive on this topic.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 363: Tariff Diplomacy: Can America Go It Alone? | Nucleus Investment Insights
06/02/2025 Duración: 35minIt would be hard to do a podcast on anything other than tariffs... Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen discuss the what, how, who and why. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 362: NVIDIA's Trillion-Dollar DeepSeek Tumble | Nucleus Investment Insights
30/01/2025 Duración: 57minNVIDIA took a tumble this week as DeepSeek fears overran the market. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen have a look at DeepSeek, the messages and the investment outcomes from its emergence as an option in the AI market. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter
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Ep. 361: Australian Dollar: 5 Drivers | Nucleus Investment Insights
23/01/2025 Duración: 51minThe Australian dollar has been in free-fall for a number of months, but has rallied in recent days. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the five main drivers for the Australian dollar, and discuss whether there is more downside to come, and how long consolidation might last. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media:
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Ep. 360: Bond Yield Blowout | Nucleus Investment Insights
17/01/2025 Duración: 43min2025 has seen a huge rise in long term bond yields, causing ructions in the stock market. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at the causes, the implications and what it means for your portfolio. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter
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Ep. 359: 2025 Predictions | Nucleus Investment Insights
09/01/2025 Duración: 37minJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, have a look at a range of different predictions for 2025 and assess their likelihood and effect. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 358: What Worked In 2024 | Nucleus Investment Insights
03/01/2025 Duración: 36minJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, look through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025 View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 357: 2025 Blow-up? | Nucleus Investment Insights
26/12/2024 Duración: 31minJoin us in this Special Christmas edition of the podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents. To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 356: Productivity: US Boom vs Australian Bust | Nucleus Investment Insights
19/12/2024 Duración: 33minA stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Economist Leith Van Onselen discuss the four key reasons for the productivity bust in Australia. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter
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Ep. 355: US Inflation Deep Dive: What Does It Say About Markets | Nucleus Investment Insights
12/12/2024 Duración: 20minFore the past few years and the next few, US inflation remains the most important statistic for investors to watch. Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen dig into what it is saying, why it is so important and the effects of different paths. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter
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Ep. 354: Stock Market Showdown: Earnings Momentum vs Valuation | Nucleus Investment Insights
05/12/2024 Duración: 40minJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dig into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 353: What Will Tax Cuts Do To Valuations? | Nucleus Investment Insights
28/11/2024 Duración: 32minJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, do a deep dive about this. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook
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Ep. 352: What Does Trump Mean For Australia? | Nucleus Investment Insights
15/11/2024 Duración: 56minWith Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look closely on this topic. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter
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Ep. 351: What Now? | Nucleus Investment Insights
07/11/2024 Duración: 01h03minAfter the US election, what should you be doing? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this topic. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Fac
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Ep. 350: Hybrids: Exiled Due To Bad Maths | Nucleus Investment Insights
31/10/2024 Duración: 37minASIC recently decided to wind down bank hybrids over a number of years. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen looks at why and what the options are for Australian investors in the income space. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram