Nucleus Wealth Insights

In today's webinar, hear from Nucleus wealth's Head of Investment Damien Klassen, Tim Fuller and Jonathon Rochford of distressed debt lender Narrow Road Capital as they cover "Coronavirus Brings Feast to Distressed Debt Market" Find Jonathan here: https://www.narrowroadcapital.com/ On the agenda today: (a) corporate debt markets - how locked up are they and what will clear them (b) what Jonathan is seeing in the distressed debt markets (c) how have past credit crises played out To listen in podcast form: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people 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 transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. The infor

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller, as they cover "Coronavirus causes Markets State Of Emergency." Today our attention turns to one of the most volatile periods in money markets we have seen in a century. We thought given the uncertainty, volatility and confusion that it was a great time to give our own thoughts. The agenda includes a virus update, discussion on the credit markets, stock market, property market, potential stimulus, when to buy back into markets again, and a range of audience questions. 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.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a

Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest by this; Education, Tourism & Commodities. You can find Dr Babones' here: https://salvatorebabones.com/ Slides of referenced statistics & Dr Babones' research: http://bit.ly/2IDgOJX In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and leading globalisation specialist Salvatore Babones, as they cover "Can Australia survive Coronavirus & China combination blows?" Topics today include: Australia's over-reliance on Chinese trade, being cut off from China on top of Australia's own economic issues stemming from Coronavirus (such as greatly reduced tourism from all countries), widespread economic harms of Coronavirus in Australia, Salvatore's research on international students and just how reliant Australian universities are on them, Eu

The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface, it's far from all roses for the Australian economy. If you exclude net exports, Australia's economic growth was lower than population growth. Slides referenced throughout the episode : http://bit.ly/2Tl0Dap Topics include why we forecast Australia's first recession in 29 nears occurring in Q1&Q2 of 2020, weak private sector growth in 2019, GDP being propped-up by NDIS & NBN which are set to roll off by June 2020, stagnating household income, what the external Coronavirus shock will do to the Australian housing market and wider economy, and as always our investment outlook, including how we're allocating assets during these turbulent times 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/p

Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the effects. Join us for an update as we discuss the progression of Coronavirus outside China, and the resulting reaction of bond and equity marks The updated slides referenced throughout the episode: http://bit.ly/3a7P5wB Our updated Coronavirus charts: https://nucleuswealth.com/articles/updated-coronavirus-statistics-cases-deaths-mortality-rate/ In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller, as they cover "Coronavirus: Markets awaken in fright" 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.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.link

Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt. Find Chris at: https://coolabahcapital.com/ and https://twitter.com/cjoye In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Christopher Joye as they cover the "Attack of the Zombies". Discussion ranges from Government and Hybrid Bonds, rising interest rates, Inflation & growth, Zombie Companies and if they can survive an external shock like the Coronavirus, LIT's & LIC's paying commissions to brokers and as always discussing what this all means for your investments Timestamps: 00:10 Introduction and background on Christopher Joye, 01:48 Background on Coolabah Capital and their bond management and trading, 08:00 Government bonds vs hybrid bonds & risk of each to interest rate changes, 19:35 Current landscape of inflation, 23:37 Unemployment and underemployment rates in Australia & worldwide, 28:10 Why Japan has failed to

Australian Property has seen a boom in the past 6-12 months, but is it sustainable? Find Catherine at https://cashmoreco.com.au/ View the webinar slides here: http://bit.ly/2Snzvak Check out our brand new property calculator: https://nucleuswealth.com/property-calculator In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and special guest Catherine Cashmore as they cover the "Is the Australian Property Boom Sustainable?". The recent Australian Housing report from CoreLogic shows Australian Property has seen a powerful rebound in the past 6-12 months. Today we cover what the data shows, the reasons for the rebound, Catherine's thoughts on the landscape, and most importantly, is it sustainable? Timestamps: 0:00 Introduction 1:45 Agenda 2:16 Setting the scene in Australian property 8:06 Catherine on the property rebound 13:08 Coronaviruses impact on the Australian housing market 32:00 how sustainable is the curr

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It sounds dire. Bond markets are reflecting a dire situation. Stock markets are generally up. Tune in today as we discuss whether stocks or bonds have this one right. Webinar slides available here: http://bit.ly/2Oxaffd In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller, as they cover "How to invest during Coronavirus pandemic" In this episode, we cover why the economic impacts of Coronavirus will far exceed that of SARS did in 2003, the time for cautious investing being now, countries and sectors to avoid investment in, and as always our investment implications wrap-up. Listen on youtube here: https://youtu.be/ON02_ydi2p4 Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low c

Find Dr Hail here: https://twitter.com/StevenHailAus In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Tim Fuller, and Dr. Steven Hail as they cover "MMT: coming to a politician near you!" Dr. Hail holds a PhD in Economics and is a lecturer in the topic at the University of Adelaide, where he uses a modern monetary frame to understand macroeconomic issues. Topics on the agenda included: background on Modern Monetary Theory, countries closest to considering MMT and how Australia could potentially employ it, MMT's relationship to Bonds & Inflation, legistlative hurdles in the way and much, much more Check out the episode on YouTube: https://youtu.be/2ABb_sUXBLQ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. The information on this podcast contains general information and does not take into account your personal ob

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 "Will Coronavirus create a Market Hangover?" Webinar slides available here: http://bit.ly/38xEfza Listen on YouTube: https://youtu.be/HudF0P6qBnc Topics include the pandemic spreading as the Chinese new year fast approaches, if the data can be trusted, Australian and macro implications if Chinese growth slows, how similar this is to the Chinese SARS outbreak in 2003, and as always we wrap up with our investment outlook Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to 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 an indication of future performance. Damien Klassen and Tim Fuller ar

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 "Christmas Crises; Missle Strikes, Bushfires, China & Trade Deal" Webinar slides available here: http://bit.ly/3aeKpWD Listen on YouTube: https://youtu.be/6N3Fd46PZ3w Over the holiday period, an array of crises kicked off or continued; including U.S Missle Strikes in Iran and if this could mean WW3, Australian Bushfires, an ever lingering US-China Trade Deal, Hong Kong protests, and Taiwan claiming independence from China. We discuss each and what it may mean for investments worldwide Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to 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 n

In today's webinar, hear from MB Fund's Head of Investment Damien Klassen & Tim Fuller as we dive into the controversial world of company earnings forecasts - what they are, why they matter and how the market reacts when exuberant CEO's press releases turn out to be more froth than ale. Webinar slides available here: http://bit.ly/2tFfe64 Watch on YouTube: https://youtu.be/O4jsIMRx8GA Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to 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 an indication of future performance. Damien Klassen and Tim Fuller are authorised representative's of Nucleus Advice. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Represen

Find Dr. Robert Spalding's 'Stealth War' publication here: http://bit.ly/NucleusStealthWar If there's one of our episodes you watch this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to discuss his publication "Stealth War". The episode features huge China revelations with implications for not only Investments, but moral opposition to China. Revelations include malicious influence in the Economic, Education, Infrastructure, and Technology sectors, proof of Uighur Muslims being held in Concentration Camps and having their organs harvested, the Trade War being waged in part because of Moral & Security issues, and how long before the world makes a stand. As always this is followed by our investment wrap-up, discussing how these insights may impact portfolios. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more he

Find 'The Macro Tourist' here: https://themacrotourist.com/ https://twitter.com/kevinmuir Listen in podcast form: http://bit.ly/NucleusPod In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller, as well as ex-fund manager, Analyst, and blogger Kevin Muir of 'The Macro Tourist' to discuss 'Is Inflation back from the Dead?' Topics this week include a background on world markets and why growth and inflation have been so stagnant, Modern Monetary Policy, why Kevin believes inflation is just around the corner and the best option to deal with global debt, our outlook on where we see China and Australia's economy moving to, and Kevin's take on why inflation linked bonds a great long term investment. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. The information on this podcast contains general

You can find Steve's work at: https://www.patreon.com/ProfSteveKeen In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, as well as Economist and Hon. Prof. of the University College of London, Steve Keen. Topics this week include credit creation and its limits, weighing up its pro's and con's, central banks reaching the end of the road for interest rate cuts with debt being at near record highs, the drivers of weak demand and inflation globally, Modern Monetary Theory (MTT) and its differences with Keynesian Stimulus, which countries are closest to incorporating MMT, Steve's ideas for central banks depositing directly into citizens bank accounts and "Universal Basic Carbon." Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. The information on this podcast contains general information and does no

You can download Peter Singer's Revised 10th-Anniversary Edition of "The Life You Can Save" for free here: https://www.thelifeyoucansave.org.au/the-book/ . In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, and renowned ethicist Peter Singer as they cover "Effective Ethical Investment". Timestamps: 2:35 Background on Peter 4:30 Effective Altruism 8:25 3 Types of ethical investing and Peter's take on each 20:50 Ethics of investing in China 26:00 Philanthropic graffiti - donating just to get your name on a building 27:00 Jeff Bezo's 100million dollar charity donation 30:55 Is making poorer countries wealthier disadvantaging the lower class in first world countries 34:32 Ethics of financial advice in Australia - Royal Commission fallout 37:05 Rerelease of Peter's book and what you can do this Christmas period to help others . Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and Peter's opini

You can find Martin North's research at https://www.digitalfinanceanalytics.com/ and his video content at https://www.youtube.com/WalkTheWorldDFA . In today's webinar (12:30 pm AEST, Thursday 28th November), hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, and founder of Digital Finance Analytics, Martin North as they cover "Australia's Housing Market Dilemma." Topics include an overview of the Australian Housing market with a rebuttal to the property bull case, banking regulation and government policy towards housing, Australia's domestic and international economic outlook, and a discussion on where housing development sits currently. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. The information on this podcast contains general information and does not take into account your personal objectives, financial

Webinar slides available here: http://bit.ly/2XwMwzf In today's LIVE webinar (Thursday 21st November), hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover "Global Reflation Hot Trade or Hot Air?" While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great global reflation or is it 2008 irrational exuberance all over again? Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to 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 an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucl

You can find David's energy consulting services here: http://itkservices.com.au/ and his articles and podcasts at https://reneweconomy.com.au/author/david-leitch/ . In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and expert energy analyst David Leitch as they "Untangle the Energy Market." Topics this week include the death of Coal, the potential of renewables to take over Australian energy, which energy-based stocks have potential, the viability of batteries to back-up solar, and the investment implications of it all. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to 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 an indication of future performance. Damien Klassen

You can find David here: Ironmatrix.com In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Founder of 'Iron Matrix', David Morgan as they cover "The Future of Renewable Energy." Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the 'killer app' of the energy industry, the future of solar, and where we see opportunities to invest in renewables going forward. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to 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 an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a