Nucleus Wealth 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, and Head of Operations Tim Fuller hypothesise if the great value stock rotation will last 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/ http

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 to get the economy to run hot •Thoughts around government responsibility and MMT, given a lot of the arguments against MMT centre around whether governments can be trusted. •Investment implications See the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/is-2020-government-stimulus-essentially-mmt.pdf Find more of Steven here: https://www.sustainable-prosperity.net.au/ Find out more about MMT: https://stephaniekelton.com/ To listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.

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 forward. We conclude with the investment implications of Australia potentially losing its largest trade partner Presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/China-and-Australia-at-war.pdf In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller delve into China and Australia being at war Timestamps: 00:00 Introduction and agenda 03:15 Background of escalating relations between Australia and China 20:00 China's 14 demands of Australia for returning to a normal trade relationship 26:50 Economic impa

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-crisis.pdf In today's investment webinar we discuss the RBA's recently unveiled plans to drop interest rates to unprecedented levels to support the Australian economy and property market, but the million dollar question is, will it work? Find Walk The World at: https://walktheworld.com.au Walk The World Fund: https://nucleuswealth.com/walk-the-world-fund Walk The World Super: https://nucleuswealth.com/walk-the-world-super Timestamps: 00:00 Introduction and agenda 03:05 RBA rate cuts 11:14 QE around the world 14:50 2021 Budget 20:20 Household financial confidence 30:27 Employment of 70% of Australians was impacted by

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 manufacturing and energy in Australia. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/energy-and-manufacturing.pdf Find david's book here: https://www.amazon.com.au/Energy-Wealthy-physics-life-purpose-ebook/dp/B083D92XRC/ 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: http

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 Australia announce a key interest rate cut to an unprecedented 0.1% in conjunction with a $100 BILLON government bond buying program over the next 6 months, as it strengthens its resolve to rescue the Australian economy from its first recession in almost 30 years. And this morning, news has come out that China has ordered traders to stop purchasing at least seven categories of Australian commodities, including coal, barley, copper ore and concentrate, sugar, timber, wine and lobster, ratcheting up tensions its key trading partner, US, in its most sweeping retaliation yet. Timestamps: 00:00 Introduction and agenda 04:

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 presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso-FINAL.pdf After 5 years of falling RBA rates and the fact that income needs are rising against falling "safe" investment returns, what can clients do? 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 provide income when other avenues are now unsatisfactory? You can find Angela at: https://www.evergreenconsultants.com.au/main/index.html In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head o

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 current opportunities and lifestyle. You can find Cameron's referenced work here: https://www.fresheconomicthinking.com/p/scrap-superannuation.html View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Super-distorting-investment-markets.pdf Today we discuss its merits and room for improvement, as well as the distortions it creates in investment markets as a result of constant inflows of funds into them. In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith Van Onselen, Head of Advice Tim Fuller, Head of Operations Shelley George

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 survival of human civilization. Additionally, we give an update on the costs of fossil fuels vs renewables and how all of this may impact investments going forward View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/The-disastrous-economics-of-climate-change.pdf You can find Prof. Steve Keen's work at: https://www.patreon.com/ProfSteveKeen His article we're referencing: https://www.tandfonline.com/doi/full/10.1080/14747731.2020.1807856 Our piece on energy prices: https://nucleuswealth.com/articles/energy-price-parity-no-party-for-coal/ In today's investment webinar (LIVE 12:30

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: https://nucleuswealth.com/wp-content/uploads/2020/10/content.pdf On the agenda: The budget numbers & policies Economic, political and market impacts 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&ut

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 provide income when other avenues are now unsatisfactory? You can find David at: https://www.pitcher.com.au/ In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, Head of Advice Tim Fuller and David Lane of Pitcher Partners investigate 'is Growth is the new Yield'? 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&u

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 Aussie house prices strengthens, but is this going to be enough to get it back in the saddle? With the easy demand tap of high international immigration still closed, and the prospect of economic armageddon through currently undisclosed insolvencies and high un-employment, the traditional drivers of house price growth are still absent, and tipped to be for the foreseeable future. And so, the question remains, can government policy fire up and save Australian property demand internally against the present downside risks as the country looks to the post COVID future? Clearly a battle royale is ahead of us, as the nation

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 protection. We have a look at the current state of play, and assess the potential impacts on both the economy and markets under each scenario. In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller cover US Election 2020 - American Civil War. 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&

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-dollar.pdf On the agenda, the correlation between USD & Gold, where we see the gold price heading, the US budget deficit and global liquidity. Additionally, the panel share what they're hearing from companies and sectors of interest. As always, we wrap up with the investment implications of all of this. 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&am

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 about to break markets View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/09/content-gamma.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://

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, addressing the fiscal and monetary policy responses available to government. We then switch our attention to MMT, where Professor Keen will talk us through his Minsky modelling of MMT and how he believes MMT can be utilised in the economy during the COVID pandemic and to combat chronically low inflation, along with the resulting outcomes of MMT compared with traditional economic approaches You can find Steve's work at: https://www.patreon.com/ProfSteveKeen To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free

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 investment implications of this going forward. In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Prof. Richard Holden explore what measures are left for both monetary and fiscal levers with the chance to prevent, or exacerbate the indelible effects of the pandemic on the Australian economy. 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/

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, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Stephen Mitchell, CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom, to help test Australian Property for Coronavirus. Find Stephen at https://resicom.com.au/ and http://www.oakcapital.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=

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 Metlife. In today's investment webinar, Nucleus Wealth's Head of Operations Shelley George, Head of Investments Damien Klassen, Head of Advice Tim Fuller and our panel of Financial Advisers dive into the Future of Financial Advice View the webinar slides here: https://nucleuswealth.com/webinars/the-future-of-financial-advice-with-purpose-advisory-and-metlife-nucleus-investment-insights/ A terrific show to help our listeners get more understanding about the past, present and future of financial advice, and some great insights into how advice can be of use across all ages. You can find Tristan and Harry here: https:

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 candidates such as energy and automotive. We wrap up with a discussion around the solutions to these structural issues and the investment implications of this going forward In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Financial Advice Tim Fuller and Jeff Booth discuss Jeff's #1 best seller "The Price of Tomorrow. Why Deflation Is The Key to an Abundant Future" and the conclusions that can be drawn from it. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfol