Sinopsis
Nucleus Wealth is a Australian based investment house specialising in asset allocation and direct international equity investments. Through the provision of low cost, actively managed discrete share portfolios we aim to give our clients a superior, fully featured investment solution to help them tailor how they invest to suit their personal appetite for risk and reward, ethical preferences and in turn realise their financial goals and objectives faster.Nucleus Wealth Insights brings the team together to discuss a world of topics touching current events, looking into common trends, company activities and the potential impacts on your portfolio. In addition to podcasts, Nucleus Wealth offers weekly Live Webinars, Blog Articles and Performance Reports. For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts
Episodios
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2.40 Distressed Debt Economic Lessons with Jonathan Rochford
31/10/2019 Duración: 01h07minYou can find Jonathon's articles here: https://www.narrowroadcapital.com/ In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and CEO of a Distressed Debt Lender, Jonathan Rochford as they cover "Distressed Debt Economic Lessons." Topics this week include an outlook of the Australian property market, a worldwide government debt snapshot, the worldwide price war that's occurring over Bond prices, interest rates and as always what this means for investments 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 N
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2.39 A Wunch of Bankers with Daniel Ziffer
24/10/2019 Duración: 01h05minApologies for audio issues from 2:00 to 9:45, audio resumes in high quality for the rest of the episode You can find & purchase Daniel's book here http://bit.ly/32A7LC1 As well as his twitter and publishers links: https://twitter.com/danziffer, https://www.instagram.com/scribepub/?hl=en, https://www.facebook.com/scribepub/, https://twitter.com/scribepub In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Journalist turned Author Daniel Ziffer as they cover the Royal Commission, resulting changes to the banking industry and his book chronicling it all "A Wunch of Bankers" Topics this week include The Royal Commission, resulting changes to the banking industry, what this means for regulators ASIC & APRA going forward, if this will ultimately all end back at another Royal Commission, and as always what this means for investments going forward Nucleus Wealth is a Melbourne based investment house that can help you reach your financial g
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2.38 Revelations from the coal face of Australian Lending with Stephen Mitchell
16/10/2019 Duración: 01h01minStephen's the CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom, you can find him here: http://www.oakcapital.com.au https://www.resicom.com/ In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they investigate "Revelations from the coal face of Australian Lending with Stephen Mitchell." With the Australian property market in major flux, we take an on-the-ground look at what's happening within the broader lending market. The property cycle, how banks are reacting to the Royal Commission, banks awkward position between regulators enforcing lending laws and the Government encouraging lending, the trickle-down effect to second and third-tier lenders, and how all of this impacts investment decisions at Nucleus. 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
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2.37 Is Australia's Jobs Miracle on Borrowed Time?
10/10/2019 Duración: 42minIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, and Head of Operations Tim Fuller as they cover "Is Australia's Jobs Miracle on Borrowed Time?" Over the past 2 years the Australian economy has experienced an unprecedented jobs boom of more than 300 thousand jobs created per annum. In today's webinar, we take a deep dive into the employment data to examine how Australia's job market, has changed, and whether this boom is sustainable? Webinar slides available here: http://bit.ly/33j8uas 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 r
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2.36 Is Australia's Housing Rebound a Bull Trap?
03/10/2019 Duración: 47minWebinar slides available here: http://bit.ly/2o1KaLo In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover "Is Australia's Housing Rebound a Bull Trap?" While the growth outlook of the housing market has unambiguously improved over the next 12 months, downside risks have also risen further down the road. This raises the question of whether Australia's recovery represents a classic "bull trap"? 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 representativ
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2.35 The Death of Traditional Financial Media with Patrick Poke
26/09/2019 Duración: 53minFind Patrick here: https://www.livewiremarkets.com/contributors/patrick-poke In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Patrick Poke of Livewire Markets as they cover "The Death of Traditional Financial Media." On the agenda this week is falling broker and industry research, what to make of writer biases and motives, growing interest in International equities among investors, the media silence of Superannuation funds managers, and much more. 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 W
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2.34 The Ticking Debt Bomb
19/09/2019 Duración: 44minIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they cover "The Ticking Debt Bomb" Webinar slides available here: http://bit.ly/2kkn40y Unfunded liabilities, astronomical government debt, record consumer debt, soaring corporate loans - where does the buck stop? Join us this week as we delve into the world of debt and look at where we think the ticking is loudest. 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 business name of Nucleus Wealth Management Pty Ltd (ABN 54
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2.33 Nucleus Investment Insights - The Ugly Truth of the Miracle Economy
12/09/2019 Duración: 38minIn today's webinar and podcast, Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Head of Operations Tim Fuller took a deep dive into "The Ugly Truth of the (Australian) Miracle Economy". Webinar slides available here: http://bit.ly/2lPXJfg Today we looked at 28 years of uninterrupted GDP growth and contrast that to 7 years of declining real household income per capita. Capex has been a trouble spot, demand has been weak - we have a look at the differences between headline GDP and income and where the problem lies. 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 authorise
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2.32 Return of the Housing Boom with Catherine Cashmore
05/09/2019 Duración: 48minWebinar slides available here In today's webinar, Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and special guest Catherine Cashmore covered the "Return of the Housing Boom". The recent Australian Housing report from CoreLogic shows it could be boom time once again in Australian Housing. Today we cover what the data shows, the reasons for the rebound, Catherine's thoughts on the landscape, and most importantly, is it sustainable? 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 We
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2.31 The Four Horsemen of the Apocalypse
29/08/2019 Duración: 01h35sWebinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 29th August), hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller where they'll be exploring "The Four Horsemen of the Apocalypse" Brexit, Trade War, Hong Kong and Global Recession. Four spectres hanging over investors. This week's podcast dives into the dangers each one presents and the effect on global markets we expect from each of these dangers. 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.
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2.30 Australian housing boom and bust indicators to focus on
22/08/2019 Duración: 43minWebinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 22nd August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller as they inform you of the "Australian housing boom and bust indicators to focus on" This week we take a dive into the world of housing statistics, cutting through the noise to get to the key statistics that you need to be watching, and what they are telling us. 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 business name of Nucleus Wealth Management Pty Ltd (ABN 54 614
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2.29 The Death of Value
15/08/2019 Duración: 37minIn todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller pose the question "Is value investing dead?" Webinar slides available here The last few year's of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are expecting Value to protect them - but Value has failed to do so in recent years, will this time be any different? We take a hard look at the problems with Value investing and what investors should expect. 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 Klas
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2.28 Aussie Property update with Susan Farquhar from Calla Property
08/08/2019 Duración: 52minIn this weeks instalment of Nucleus Investment Insights, we have a special guest week in Susan Farquhar. Susan is one of the country's leading experts in investment property and is Managing Director of Calla Property who specialise in helping everyday Australians make smarter decisions when choosing to invest in property. Through her decades of investing and helping others invest in Australian property, Susan also sits in the perfect position to provide some serious insight into the current state of Australia's favourite asset class, and some terrific viewpoints on how you can maximise your chances of success when selecting such a long term asset. After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money every day at Nucleus Wealth. 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
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2.27 AUD: Global Whipping Boy?
02/08/2019 Duración: 51minIn todays LIVE webinar (11am AEST, Friday 2nd August), hear from Nucleus Wealth's Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed: •Australia and Global Growth •Interest rate differentials; •Investor sentiment and technicals •The relative strength of the US dollar. •Investment Impacts Slides are available here. 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 business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) an
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2.26 Bad News is Boom News : The rise and rise of equities
25/07/2019 Duración: 43minIn todays LIVE webinar (12:30pm AEST, Thursday 25th July), hear from Nucleus Wealths Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we try to unpack the recent march of equities. Webinar slides click here. - How high can it go? - What are the risks? - Long term returns Join Damien, David and Tim as we tread cautiously through the capital markets. 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, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.
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2.25 An SMSF Investment Masterclass
18/07/2019 Duración: 51minIn this week's LIVE presentation we explore the current state of play in the Australian Self Managed Super Fund arena. Slides can be found here. Topics include: - Some highlights from the Australian SMSF Landscape - 2 major mistakes SMSF trustees make in asset allocation - Some key ways to avoid making these mistakes - Key considerations before taking the plunge into an SMSF 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, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.
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2.24 Flight to Quality
11/07/2019 Duración: 50minIn todays LIVE webinar, hear from Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller walk through the tools used at Nucleus Wealth for picking quality stocks. In this episode we focus on Damiens process on how stocks are considered for the portfolios at Nucleus Wealth. - The global move to quality by big fund managers - What is a "Quality" stock - Man vs Machine: Where do quant processes help, where do they hinder - How Quality stocks perform over the long term Join Damien Klassen, and Tim Fuller as we soar into the big world of quality investment. Slides can be found here. 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 Kl
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2.23 Ethical Investment Essentials
04/07/2019 Duración: 48minThis week's LIVE webinar (12:30pm AEST, Thursday 4th July) - we explain all things ethical investment. •Defining ethics in investment •What does investing ethically mean to a portfolio's performance? •What are the options? •What are the pitfalls? •How we help investors invest according to their ethics, whilst still capturing all remaining upside Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we share our take on way to ensure your morals and viewpoints can be maintained through your investments. Slides can be found here. 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 authorise
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2.22 Australian Debt Crisis Playbook
27/06/2019 Duración: 01h18minThis week's webinar was shot in November 2018 but still holds true today. It takes a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Bubbles - Classifying which type of bubble we are in - Identifying the key factors - Conditions evident to support our case The Crash Policy Responses Slides can be found here. 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, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.
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2.21 Oil canary dead in the cage?
20/06/2019 Duración: 46minThis week's LIVE webinar (12:30pm AEST, Thursday 20th June) - we dive into our take on the current state of the global liquid dinosaur trade. •Key short term fundamentals reflection on recent price volatility •Will the resurgence in US Shale force an OPEC+ extension? •How do these short term measures play into our longer forecasts? Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we drill into some of the key macro drivers for global oil. Slides can be found here. Seminar info can be found here. 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 a