Nucleus Wealth Insights

Join us as we discuss CBA's real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth's views on the housing market. View the webinar slides here: https://nucleuswealth.com/webinars/pulling-back-the-curtain-on-australias-economy-with-cbas-head-of-economics-gareth-aird-nucleus-investment-insights/ In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen, Head of Financial Advice Tim Fuller and CBA's Head of Australian Economics Gareth Aird pull back the curtain on the Australia's economy. This weeks audience question: Do you believe Jobkeeper and Jobseeker should be kept at their current levels or cut cold turkey? 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/?u

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've already passed a few markers, there are numerous steps in fiscal and monetary policy to get us to the point of economic hell. View the webinar slides here: https://nucleuswealth.com/webinars/the-road-to-economic-hell-is-paved-with-good-intentions-nucleus-investment-insights/?utm_source=whooskaa&utm_medium=direct&utm_campaign=podcast To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=whooskaae&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=whooskaa&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=whooskaa&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.

Stock markets have disconnected from reality. The economic fundamentals are almost as bad as they have ever been. But that hasn't concerned markets in recent months, and it doesn't look like concerning markets any time soon. Therefore, we're looking at factors that may bring markets back to earth, and believe corporate insolvencies may be a key piece of the puzzle Find Caroline here: https://twitter.com/CaroDiRusso & https://www.instagram.com/the_daily_luxe/ Webinar slides: https://nucleuswealth.com/webinars/will-insolvencies-topple-the-australian-economy-with-caroline-di-russo-nucleus-investment-insights/ Today, Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Sky new contributor specialising in insolvencies Caroline Di Russo discuss if Insolvencies will topple the Australian economy. 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.nucleuswealth.com/r

In todays show we focus our attention on emerging issue faced by both institutions and retirees alike: finding income in a zero interest rate environment, which could last for another decade. View the webinar slides: https://nucleuswealth.com/webinars/how-to-find-income-in-a-0-interest-rate-environment-nucleus-investment-insights/ Areas of interest today: A philosophical approach to yield Some exploration of commonly available bond options and how they can be used The reach for risk into equity to provide income - are the dividends reliable enough in the current climate? 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.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people 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 &

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. But all of these pale next to the longer-term problem of derailed population growth and exhausted policy supports. In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller discuss the ultimate victim of Coronavirus, Australian property prices. 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.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleu

Are Robinhood & Robots responsible for the stockmarket recovery? Kevin Muir (The Macro Tourist) joins us today to to offer his take on the driving forces behind the recent resurgence, and a look to the potential trouble ahead if markets correct back to traditional fundamentally driven valuations. You can find kevin's newsletter here: https://themacrotourist.substack.com/ To see referenced charts, find the webinar slides here: https://nucleuswealth.com/webinars/is-the-market-recovery-driven-by-robinhood-robots-with-kevin-muir/ We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets. Today we resume focus on the theme, covering: • The robot & retail drive behind markets • Other drivers in the market • What we see as being turning points or key measures in this current bubble 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://p

Today we have a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives and asset allocation. As well as discussing how much bigger each can get View the webinar slides here 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.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people 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 & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn't concerned markets for the past six weeks and, to be frank, it doesn't look like concerning markets any time soon. We discuss pertinent questions such as why has the market risen and what could bring the market back to reality. Webinar slide available for download: https://nucleuswealth.com/webinars/stock-markets-disconnect-from-reality-what-comes-next/ 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.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people 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 & Superannua

Will the Australian Property Market Crash or Climb? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage & rental stress consumer surveys are showing. Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin's mortgage stress indicators to get a real time view on what is really happening on the ground. We'll then look at what this means for the Australian Property market and the Australian economy as a whole going forward. Download the webinar slides here: https://nucleuswealth.com/webinars/will-australian-property-market-crash-or-climb-martin-north/ How you can follow martin's work: http://digitalfinanceanalytics.com/ and https://www.youtube.com/c/WalkTheWorldDFA To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.fa

Jonathan Rochford joins to discuss the idea that maybe more debt isn't the answer? You can find him at: https://www.narrowroadcapital.com/ Slides: https://nucleuswealth.com/wp-content/uploads/2020/05/Maybe-more-debt-isnt-the-answer.pdf Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray Dalio's solutions to debt crises and this week we hear the third option: Austrian economics. Jonathan Rochford will take to the podcast to support this view, driven by the thought that maybe more debt isn't the answer to every problem. Let us know if you found his points compelling! Prior episodes: Ray Dalio's solutions to debt crises: https://www.youtube.com/watch?v=jslBcCCAF18 Dr Steven Hail on MMT: https://www.youtube.com/watch?v=2ABb_sUXBLQ 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.

Today we bring you the Australian Housing Market: Bear vs Bull debate. Let us know who you feel was more convincing. With the COVID-19 lockdown in full swing and unemployment rising, many commentators including Nucleus Wealth are tipping that Australian house prices will fall over the coming year. Today we are joined by Dr Cameron Murray, who takes the opposing view and believes that Australian housing values will actually rise. Find Cameron at: https://www.fresheconomicthinking.com/ & https://twitter.com/DrCameronMurray View the webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/05/27.08.2019-MASTER-Damien-Tim-Leith.pdf Watch the webinar on youtube: https://youtu.be/n5eKkrhJxcs Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://l

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? Ray Dalio has a number of videos and books out talking about the long term debt cycle vs the short term debt cycle. In this episode we have a look at the question of whether this will end another short term debt cycle or if it is the end to the long term debt cycle. Can if be delayed? Can governments kick the can down the road one more time? View the webinar slides here Join Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Tim Fuller as they cover "Debt Deleveraging: is this the big one?". Watch on Youtube: https://youtu.be/jslBcCCAF18 Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth https://www.instagram.com/nucleus_wealth/ Nucl

Trump's appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told reporters China may or may not keep the trade deal. We cover what that could mean for global markets, and it's impact on Australia's economy. We'll conclude by discussing the investment implications of this going forward Webinar slides: https://nucleuswealth.com/wp-content/uploads/2020/05/Trade-war.pdf Timestamps (approx) 1:20 agenda 2:14 Rhetorical virus war underway, with tit for tat. escalating rhetoric 5:00 Trump reigniting the trade war in retaliation 7:00 Trump fumbling his coronavirus execution.. needs a scapegoat 9:00 biden vs trump election 12:30 demand deficit 14:30 a rerun of the great depression? 21:20 market implications: tariffs, commodities, deflation, aud & usd, Gold Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, and Head of Operations Tim Fuller as they cover "Trump

It was the absolute whipping boy of the crisis. Now it's the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis? View the webinar slides to see the charts referenced: https://nucleuswealth.com/wp-content/uploads/2020/04/30.4-Is-AUD-a-covid-safe-haven.pdf On the agenda, we discuss the rebound and and the drivers of AUD to investigate further. Drivers covered will include: 1. global and Australian growth (or, more recently, Chinese growth and Australia's terms of trade); 2. interest rate differentials; 3. investor sentiment and technicals; and 4. the relative strength of the US dollar. We'll conclude by discussing the investment implications of this going forward Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, and Head of Operations Tim Fuller as they cover "IS AUD a Coronavirus safe haven?". Watch on YouTube: https://youtu.be/ISseUlcBKnY Learn more about the hosts: https://nucleuswealth.com/people View our

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. All of which points to heavy declines in Australian dwelling values. View the webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/04/Australian-property-catches-coronavirus.pdf In today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith Van Onselen, Head of Operations Tim Fuller and Property Buyers Advocate Catherine Cashmore, discuss "Australian Property Catches Coronavirus". Find Catherine at: https://cashmoreco.com.au/ Episode page: https://nucleuswealth.com/webinars/australian-property-catches-coronavirus-with-catherine-cashmore/ To watch on youtube click here: https://youtu.be/XX7vqhOesrE Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/prope

The Long and Short of investing during the Coronavirus pandemic: In today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, Head of Operations Tim Fuller and Chief Investment Officer of Paragon Funds, John Deniz, discuss "The Long and Short investing during the Coronavirus Pandemic". Find John at: https://www.paragonfunds.com.au/ Topics on the agenda include a macro look at the economy, gold value and price predictions, what John is seeing on the ground with companies he covers, companies to buy and short going forward, what it will take for us to re-enter the market, and as always our investment wrap-up. To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Watch on YouTube: https://youtu.be/VvEJDFnEkDM View our Coronavirus statistics and analysis: https://nucleuswealth.com/articles/updated-coron

Is it time to re-enter the world stock market? In today's podcast Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith and Head of Operations Tim Fuller investigate Slides available here: https://nucleuswealth.com/wp-content/uploads/2020/04/Is-it-time-to-re-enter-stock-markets.pdf Topics on the agenda include a summary of the current issues facing worldwide economies and markets, Coronavirus just being the pin popping the bubble, China's recovery, dealing with Coronavirus: the hammer and the dance, if it's time to take the plunge back in, government and federal stimulus, pent up demand: winners vs losers, and how to invest back into markets from here Episode on our website: https://nucleuswealth.com/webinars/is-it-time-to-re-enter-the-world-stock-market-nucleus-investment-insights/ Watch on YouTube: https://youtu.be/ZHhu5Mj4CZU Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calcula

Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer surveys are showing. View the slides: https://nucleuswealth.com/wp-content/uploads/2020/04/Martin-North-2.4.2020.pdf You can find Martin North at: http://digitalfinanceanalytics.com/ Mortgage stress has jumped alarmingly this month, with 200,000 households added to the stressed list, and there are more to come (even allowing for the various stimulus packages). We'll dive into what this means for the Australian Property market and the Australian economy as a whole going forward. Watch on YouTube: https://youtu.be/NGvpPX6nvwc Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Mel

In today's webinar and podcast, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Marcus Padley of Marcus Today as they cover "Coronavirus: Inside the mind of a trader" You can find Marcus here: https://marcustoday.com.au/ Topics on the agenda today; how Marcus Today & Nucleus Wealth have performed thus far throughout the Coronavirus Crash, Marcus' unique investment perspective, the impact (or lack thereof) of interest rate drops to the market, Trump's obsession with the stock market, if there will be structural changes in Australia after the crash, hybrid bonds, and as always, what all of this means for investments Watch on YouTube: https://youtu.be/6TRmLN7WLt4 Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth

Webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/03/The-new-credit-ice-age.pdf In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as they cover "The New Credit Ice Age." Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of banks and central banks? What are the implications for assets? All of these questions and more answered today by.... Watch on YouTube: https://youtu.be/1Ecy56-qgTI Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through trans