Nucleus Wealth Insights

In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent uncover if Company Profits are booming or busting? On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks 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 Wealth is an Australian Investment & Superannuation

We're seeing an uprecedented Energy bubble, we discuss if it will lead to full-blown crisis

In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation! View the slides: https://nucleuswealth.com/wp-content/uploads/2021/10/Stagflation.pdf On the agenda: •US inflation strong •Chinese inflation weak, except for US •Commodities battleground/energy crisis •Monetary and fiscal policy •Australian inflation •Investment implications Timestamps: 00:00 Introduction & agenda 01:48 What is stagflation? 03:14 US Inflation 10:17 Commodity prices 13:02 Biden's infrastructure plan 21:45 Can MMT & Stagflation co-exist? 23:19 Chinese inflation weak 29:15 Commodity and energy prices 53:05 Australia 55:18 Broad investment implications 1:01:02 Dominic Perrottet wants to resume mass migration 1:08:30 Gold 1:10:13 Iron ore To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. You can find Matt's writing at http://signalmacro.com/ Timestamps: 00:00 Introduction and background on Matt 03:20 Bank funding & CLF 09:30 Why are Australian banks so profitable? 18:10 Are these changes a signal that govt will stop pushing house prices? New Zealand housing market 29:30 Will Aus follow suit and raise rates? 35:10 Wage growth 36:50 USD vs AUD 41:05 Worst case scenarios for the big 4? 45:15 TFF 46:20 Bond rates 48:00 The RBA following other global banks 52:45 Macro look at US economy 55:55 Europe and their ties to China 57:20 Where you can find Matt To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-fr

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro sit down to discuss China's new Economic contagion (their construction sector) View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/the-new-chinese-contagion.pdf On the agenda: - Evergrande a symptom, not a cause - World wages rebounding - Structural changes are muddying the water - Australia has different issues - 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/NucleusWeal

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Martin North of Walk The World to discuss what Lenders Mortgage Insurance is, and why you should avoid paying it. Empowering you to develop money and investing as tools for living your fullest life. Timestamps: 00:00 Introduction 02:20 What is Lenders Mortgage Insurance? And when you need it 06:05 Possibility of getting a refund on Lenders Mortgage Insurance 08:10 Large amount of population not knowing what LMI is 10:56 Did LMI come up in Royal Commission? 12:00 Alternatives to avoid LMI 14:35 Martin's view on the property market going forward 18:09 Recap 21:10 Another way of avoiding borrowing over 80% 26:04 Banks providing LMI themselves 28:20 Where you can find more of Martin North 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

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by Private Debt specialist Jonathan Rochford of Narrow Road Capital, and Insolvency expert Barry Kogan of McGrathNicol to answer the question "where are all the broke companies" Get in touch with Jonathan: https://www.narrowroadcapital.com/ Get in touch with Barry: https://www.mcgrathnicol.com/our-experts/barry-kogan/ Timestamps: 00:00 Introduction & background 03:00 What Barry's been seeing in insolvency markets 07:00 Debt rules changes 09:50 What Jonathan's seeing in distressed debt markets 12:05 Changes in debt & insolvency markets 20:02 Effect of JobKeeper & JobSeeker 22:20 Deferred bank loans and repayments 26:00 Small business loans and bankruptcies 42:46 Small retail landlords & office space 52:50 Evergrande 1:02:05 Australian property 1:06:05 Iron Ore To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we'd suggest fixing it For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way more expensive than it is. If we fix just some of the least contentious issues, the Shiller P/E looks almost 25% cheaper. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/Shiller-pe.pdf On the agenda: Background on the Shiller P/E and why it's been distorted The simple changes The complex changes Investment outlook Read our articles on the topic: https://nucleuswealth.com/articles/trump-broke-the-shiller-pe-here-is-a-simple-fix/ https://nucleuswealth.com/articles/cape-crusader-advanced-version/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by space investment professional Andrew Barton to discuss opportunities in the industry and if your portfolio needs space Get in touch with Dr. Barton: https://www.linkedin.com/in/bartox/ Timestamps: 00:00 Introduction 01:26 Recent breakthroughs and cost changes 09:10 Landscape of the industry 13:35 Space tourism and Price to put kgs in orbit 16:20 How other countries are competing 21:05 Space tourism 23:00 Refuelling rockets 26:54 Manufacturing in space 30:35 Markets to consumers 33:18 Space X Starlink 38:40 Asteroid mining 51:06 Space Law 52:49 Space race 55:00 investment implications 56:40 Andrew's work with startups 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.co

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with Steve Crawford of Experience Wealth to demistify the process of what goes into buying your first house. Empowering you to develop money and investing as tools for living your fullest life. Get in touch with Steve: https://experiencewealth.com.au/ Complimentary cashflow starter kit: https://bit.ly/EXW-Cashflow-Planning-Starter-Kit Timestamps: 00:00 introduction 02:15 What is money coaching? 05:00 Why Steve founded Experience Wealth 07:42 Buying first house 12:30 where does someone start? 18:31 Why are you buying it? 25:00 Housing Affordability 40:45 Getting advice & finding someone to trust 43:44 Approval process & finding a good mortgage broker 50:10 Where to get in touch with Steve 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 inv

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy's Hard Landing View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/The-Chinese-Economys-Hard-Landing.pdf Timestamps: 00:00 intro 01:20 Background on China's current economic situation 09:53 Is this time different? 18:30 Scenario one, hard landing in old Chinese economy 26:14 Scenario two, hard landing in a wider economy 33:20 Scenario three, bailout and boom 36:43 Where is China's economy in 5 years? 40:30 What does this mean for markets? 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 th

In today's investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro set the scene for the rocky economic path out of lockdowns View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Will-Australian-economy-bounce-back.pdf On the agenda: - The consensus view is that Australia's economic rebound will be swift once lockdowns ease. - But there is good reason to believe that recovery will be patchy this time around given we won't eliminate the virus. - More policy stimulus will be required. 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=yo

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with Rachel Alembakis of FS Sustainability to break down what the Intergovernmental Panel on Climate Change's (IPCC) latest report on climate change means, and what we can do with our investments to help shape our future. Empowering you to develop money and investing as tools for living your fullest life. Subscribe to FS Sustainability's free newsletter here: https://www.fssustainability.com.au/subscribe?type=fssustainability&utm_source=Nucleus+Wealth+Empower&utm_medium=Podcast&utm_campaign=FS+Sustainability+subscriptions Find FS Sustainability on twitter: https://twitter.com/FSsustain Timestamps: 00:00 Introduction 01:13 Rachel's background 6:12 Who are the IPCC and what does the report say? 10:36 Impacts on Australia 13:25 Sustainable Investing 22:00 Actionable steps you can take to make our investments more sustainable 23:59 Greenwashing 26:36 No legal definition of ESG 30:1

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss if wages will grow in 2021 - 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/will-wages-grow-in-2021-2022.pdf On the agenda today: A decade of stagnation World wages rebounding But structural changes are muddying the water Australia has different issues 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:/

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss what's seemingly been the shortest commodity supercycle ever View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Shortest-commodity-supercycle-ever.pdf On the agenda: No more talk of a commodity supercycle Macro perspective China Micro 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​

In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Financial Advisor Mark Monteiro explore reporting season, and if the profit boom can last View the presentation slides On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks 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 Wealth is an Australian Investment & Superannuation

In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare! View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/07/Beware-the-growth-scare.pptx.pdf On the agenda: This is a risk scenario, not a base case China US Offsets Assets 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.

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by CBA's Head of Australian Economics, Gareth Aird to discuss Australia's Remarkable Jobs Recovery. On the agenda today: Australia's unemployment rate fell to decade low in June. Tightest job market in decades. Drivers: Stimulus and closed borders. How low can unemployment go? And will it translate into higher wage growth? Will current lockdowns ruin the rebound? Implication for monetary policy. 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

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller use the latest June property reports to investigate if you're currently better off renting or buying Australian housing Use the Australian property calculator Topics covered: •Housing market valuation •Latest Stats •Macro outlook •Rent or Buy? •Investment Implications View the presentation slides 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/nucleus

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with Suraj Pabari and Ari Yeganeh of the purpose project for a career and purpose centric discussion with two recent highschool grads, Eloise & Alex. Empowering you to develop money and investing as tools for living your fullest life. You can find Ari & Suraj at https://www.thepurposeproject.com.au/ Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth