Nucleus Wealth Insights

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investments Damien Klassen and Client Liason Specialist Aileen Chong to explore the fundamentals of house pricing. Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price-Fundamentals.pdf Referenced house price article: https://www.theguardian.com/money/2021/apr/05/bubble-or-boom-why-ultra-low-interest-rates-mean-house-prices-may-never-bust Our property calculator: https://nucleuswealth.com/property-calculator 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:

Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss where next for the Australian dollar. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/AUD.pptx.pdf On the agenda: Global and Australian growth Interest rate differentials Investor sentiment and technical The relative strength of the US dollar. Investment Impacts 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/Nu

In the inaugural episode of our Nucleus Wealth Empower podcast, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to talk about all things Superannuation 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/nucleusw...​ Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transp

This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new challenge lies in optimising global coverage that positions for growth whilst ensuring some downside protection is maintained. View the presentation slides - https://nucleuswealth.com/wp-content/uploads/2021/04/global-positioning.pdf In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss Nucleus Wealth's recent positioning in global equities On the agenda: Global equities boom Australian Dollar Fiscal Guns loaded Central Banks 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 woul

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question "Are we experiencing a Commodity Supercycle?" View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/supercycle.pdf As the world is tiptoeing its way out of the coronavirus pandemic, the consequent surge in the price of energy, metals and crops is highlighting the strengths of some economies and the vulnerabilities of others. Rising commodity prices have strategists asking if resurgent demand for raw materials and insufficient supply will create a new commodities supercycle. Whilst price swings, of course, are as old as business itself, a commodities supercycle is different, however. On the agenda: Why a commodity supercycle is different to regular price swings Supply & Demand of commodities Cost curves Investment implications To listen in podcast form click here: https://nucleuswealth.com/podcast

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication 'Reset: restoring Australia after the pandemic recession'. You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2021/03/Reset.pdf The pandemic has brought immense disruption to the Australian way of life, but at the same time there are now opportunities that lie ahead in the post pandemic restoration of the Australian economy. Issues like the right level of immigration, the importance of government taxation and support with a focus on how it appropriately applied, to a complete review on the creation and distribution of the nation's energy resources, have now been given a rare chance to be reviewed, and potentially reset. The challenge now lies ahead for policy makers to leverage, and not squander, this luck into meaningful ch

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Chairman of the Merricks Capital Investment Commitee give the rundown on seeking value in alternative markets. On the agenda: An overview of the crisis - vaccines, recovery, asset classes to watch Real estate - residential, development & offices Debt markets Inflation Our investment outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?u...​ Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/regi...​ Learn more about the hosts: https://nucleuswealth.com/people/?utm...​ 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, ethically tailored portfolios. To find out more head to https

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing's recent upwards roar. You can find Cameron at https://www.fresheconomicthinking.com/ View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/Aussie-property-boom.pdf On the agenda: Strongest growth in property prices since 2003 Mortgage & Auction markets are booming Lack of supply How long can the boom run? 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 u

Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/inflation-oasis-or-mirage.pdf On the agenda: Inflation factors: commodity prices, supply disruptions, structural & cyclical factors Deflation factors: wages. China & expectations How to invest in inflation 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&

Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/bull-case-for-investment-markets.pdf Global equities, as of this week, have gained around 70% since the nadir of the market falls in march-an outcome few would have predicted during a global pandemic. But will high levels of monetary and fiscal support, coupled with the kicker from vaccine deployment, be a strong enough support to activity and earnings? 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_c

Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice View the slides: https://nucleuswealth.com/wp-content/uploads/2021/02/Art-of-financial-advice.pdf On the agenda: When do you need advice? What can advice offer you? What is the process for advice? What options are there for advice? Why pay for ongoing service? The evolution of advice has begun! 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/NucleusW

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to determine if Gamestop (GME) spells game over for hedge funds You can find Nick at https://www.resonantam.com.au/ Agenda: Reddit targets: Gamestop + others The future for short sellers Options markets Robinhood and trading on margin Prime brokers and financial market plumbing ETF composition 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/Nucle

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining is experiencing a short-term blip, or a structural boom View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Mining-short-term-blip-or-structural-boom.pdf You can find David at http://www.globalminingresearch.com/ On the agenda today: Gold: relationships between gold miners & gold price Iron ore & Lithium: how high can they go? Copper: effect of electric vehicles & solar on copper 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=yo

Will Joe Biden cause Markets to boom or bust? Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller will seek to answer this in today's episode View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Biden-boom.pptx-1.pdf President Joe plans to begin immediately unwinding his predecessor's policies on immigration, climate and other issues on Wednesday with at least 15 executive actions. With these changes comes the promise of $1.9 Trillion in new stimulus to help the economy steady itself as it grapples with overcoming the pandemic. On the agenda: Senate impasse or not? Stimulus & Policies Minimum wage Bidencare Tax hike 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&ut

Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid podcaster, and the Chief Derivative Market Strategist of Big Picture Trading, Patrick Ceresna. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/20210114-slides.pdf You can find Patrick at: https://bigpicturetrading.click/ We wanted to bring Patrick on to get a trader's perspective of current macroeconomic and trading trends such as: - Growth stocks vs Value stocks - Oil & industrial metals - Using Options in portfolios - Forex and Bond rates 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 today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George investigate how high Bitcoin can go. We give a background on the technology used in Bitcoin, a breakdown of what private money (like Cryptocurrency) is, how and why Bitcoin is valued, and analysis of what this means for Bitcoin in times of crisis and in the longer term 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/nucleuswea

This week we thought we might finish off the year with another big show on Australia's favourite investment class, property. To help colour in the conversation we have brought along Bushy Martin who is a keynote speaker, all round property investment wizard and award winning author of his 2018 book, Get Invested. Link here - https://bushymartin.com.au/books/ It was a terrific conversation covering areas of property market conditions that have changed since he wrote the book, such as under supply of quality properties, falling mortgage rates and the changes to responsible lending laws. We talk about areas of Australian property that have been helped and hindered by the pandemic and a chat around some key metrics he uses when sizing up the potential in an investment property. 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://por

Government bonds have long been a mainstay in a properly balanced portfolio but need to be employed with caution. As we have seen over the last few years, the cratering of central bank interest rates has seen some remarkable opportunity for those with a well constructed portfolio. To share her thoughts on the topics, today on the show we have the Deputy Chief Investment Officer of Jamieson Coote Bonds, and veteran fixed income portfolio manager, Kate Samranvedhya. You can find out more about Kate and Jamieson Coote at https://www.jamiesoncootebonds.com.au/ 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=podcas

Australian property prices are set to boom in 2021. Why? Australia's successful elimination of COVID-19, the economy's better than expected recovery, and the unprecedented fiscal and monetary support have stars aligned for strong Australian property price growth in 2021 In today's episode, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen and Head of Advice Tim Fuller dive into the upcoming 2021 Australian Property Boom. View presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/12/2021-australian-housing-boom.pdf Read the referenced report: https://www.macrobusiness.com.au/2020/12/mb-christmas-report-the-2021-aussie-property-boom/ 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=po

This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends series. So join Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller as they provide an update on the investment megatrends we're watching in the post virus world. View the slides: https://nucleuswealth.com/wp-content/uploads/2020/12/megatrends.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_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/