Nucleus Wealth Insights

In this investment podcast, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr will take a look at the investment fallout from the recent invasion of Ukraine by Russia. View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/Goldilocks_Russian_Bear.pptx.pdf Agenda: Asymmetric risks Financial crises possibility Recession Supply chains Cyber attacks Limited upside To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/n

In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr are joined by Salvatore Babones to discuss his brand new book "Australia's universities: can they reform?" View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/02/Australias-universities_-can-they-reform.pdf Agenda: Are Australian universities really underfunded? How many international students is too many? Have universities wasted their funding? Has teaching quality been eroded over past decade? Is international education really our "4th biggest export"? Can international student numbers be rebooted? Do we want it? Is the university rankings system a 'ponzi scheme'? Can we improve the university system? To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest

In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss Australia's record breaking labour market and dissect the latest employment data that's hot of the presses today Topics discussed: ABS January Labour results Tightest jobs market in generations Role of closed borders Implications for wages Implications for interest rates View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/02/Australias-record-breaking-labour-market.pptx.pdf To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_ca

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if the Inventory Super-cycle is finally ending Topics covered: PMIs A typical inventory cycle Today's inventory / sales Retail sales Capacity expansion? To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/nucleusw...​ Nucleus Wealth is an Australian Investment & Superannuation fund that can help yo

In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr detail if the Market Meltdown will continue Topics on the agenda today: Bull case for markets Supply chain Wage Growth China Earnings Valuation To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/nucleusw...​ Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethic

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market's crash landing Agenda: - After 30 years of boom, the Chinese property development market is going bust. - Signature policies of "three red lines" and "common prosperity" has triggered it. - The goals are social equity, demographic dividend and ending capital misallocation. - State of the market. - State of policy supports. - Triggers and futures moves. - Iron ore and metals. - Investment implications. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&a

In today's investment podcast, Martin North of Walk The World joins Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr to discuss if Australian Property will continue to boom in 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/01/DFA-12-Jan-2022.pdf On the agenda: - Latest household mortgage stress data - Postcode stress mapping - Scenario analysis on what's next for Australian property - Viewer questions To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Advisor Sam Kerr illuminate us on why immigration is the key to Australian interest rates in 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/immigration-employment-and-interest-rates.pptx.pdf On the agenda: - After 11 long years of interest rate cuts, many commentators and markets are forecasting a rise in the official cash rate. - Whether Australian inflation picks up largely depends on wage growth, which has undershot RBA forecasts for a decade. - The planned reboot of pre-COVID levels of immigration will suppress wage growth and ergo inflation, meaning interest rates could remain lower for longer. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Senior Financial Advisor Sam Kerr cover the different ways you can invest ethically, how ethical investing really works, why you might consider it, and the investment impacts of the decision View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/how-to-make-your-ethical-investment-effective.pdf On the agenda: Defining Ethics Effect on portfolio performance What are the options for ethical investing What are the pitfalls of ethical investing To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast

In today's investment webinar Nucleus Wealth's Chief Economist Leith van Onselen, and Senior Financial Advisor Sam Kerr discuss the signs we're seeing of another lost decade for the Australian Economy View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/another-lost-decade.pdf On the agenda: The Australian economy set to boom in 2022. But another lost decade looms once stimulus has run out. 2010s was the worst decade for Australian living standards on record. 2020s is shaping up to be a repeat. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: htt

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr cover our 7 key long term Investment trends for 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/megatrends.pptx.pdf On the agenda What is a long term trend What are the 7 key long term trends? How to use them in investment Investment Outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/nucleusw...​ Nucleus

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Wadzanai Nenzou to help you traverse the path to buying your first shares Empowering you to develop money and investing as tools for living your fullest life. You can find Wadzanai at http://www.herconomics.com/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Senior Financial Advisor Sam Kerr discuss various scenarios for how Omicron may play out, and subsequent investment market impacts View the slides: https://nucleuswealth.com/wp-content/uploads/2021/12/omicron-market-impacts.pptx.pdf On the agenda: Virus Background Key Unknowns Government and people reactions OMICRON scenarios To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://t

In today's investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr sit down to discuss the recent falls in the Australian Dollar, gains in the US Dollar, Iron Ore price coming off, and ultimately answer the question, has the Australian dollar bottomed? View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/has-the-australian-dollar-bottomed.pptx.pdf On the agenda: Structure versus cycle Five drivers: Terms of trade, yields spreads, technicals & sentiment, USD. OMICRON scenarios To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/peop

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Senior Financial Advisor Sam Kerr to shed light on how you can use Superannuation to help you in purchasing your first home. Empowering you to develop money and investing as tools for living your fullest life. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Senior Financial Adviser Sam Kerr and Bruce Thompson of Greensync discuss the Future of Energy On the agenda: - Future of energy markets/grids; off-grid vs national vs local - Solar & Batteries; cost reductions, technology improvements - Chinese competition You can find Bruce at Greensync: https://greensync.com/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/nucleusw...​ Nucleus Wealt

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if supply chains are broken View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/supply-chain.pdf On the agenda: Two scenarios to drive the market Lumber Shipping Semiconductors Cars To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/nucleusw...​ Nucleus Wealth is an Australian Investment & Superannuation fund

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by the CEO of the Australian Shareholders' Association, Rachel Waterhouse to shed light on how you can get your voice heard as a retail shareholder Empowering you to develop money and investing as tools for living your fullest life. You can contact Rachel at ceo@asa.asn.au Sign up for the ASA's Virtual Investment Forum on Nov 23&25 and use code VIF20 for 20% off at checkout: https://www.australianshareholders.com.au/Public/Resource_centre/Virtual_Investment_Forum/Public/Education_events/Virtual-Investment-Forum-2021.aspx Timestamps: 00:00 Introduction 1:36 Rachels background to this point 2:46 What is ASA and what does it do? 3:50 Rachel's background informing her current role 4:30 Why does governance matter in organisations? 5:49 Why is strength in numbers so important 7:02 Why does good governance = good performance? 8:02 focus areas for ASA recently 10:03 Annual General Meetings 11:04 Typical me

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Officer Jayden Stent dive into The Iron Ore Catastrophe that's currently unfolding View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/The-Iron-Ore-Catastrophe.pdf On the agenda: Chinese construction hard landing Iron ore incredibly oversupplied short term Iron ore ridiculously oversupplied medium term Iron ore ludicrously oversupplied long term Other commodities Implications for miners Implications for Australia To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent cover the RBA losing control of Interest Rates View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/rba-loses-control.pptx.pdf On the agenda: - Forward guidance - Bond yield changes - Bank Lending - Commodities & AUD - Immigration & Students - Investment implications To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/