Nucleus Wealth Insights

This week's LIVE webinar (12:30pm AEST, Thursday 13th June) - Australia's Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war. How many cuts in the cash rate are ahead? What happens when it runs out of cuts? What and when will it turn to in unconventional monetary policy? Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into how the conundrum of falling interest rates and fully priced stocks are making tactical asset management more important than ever. 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. Pas

This week's LIVE webinar (12:30pm AEST, Thursday 6th June) - we discuss the outlook for the Australian dollar as the Us/China Cold War develops, the local economy falters and global markets sag. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into the Aussie Dollar Drivers. Slides here. Australian Dollar - 5 drivers valuation model - Chinese growth and Australia's terms of trade); - Interest rate differentials; - Investor sentiment and technicals - The relative strength of the US dollar. - Investment Impacts 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

This week's LIVE webinar (12:30pm AEST, Thursday 30th May) - we dive into a big update on Australian's favourite asset rollercoaster. With the pro-property party firmly back in power - the question remains, does this mean 'risk on' for the property pundits or is there still enough pessimistic proof of potential paroxysm? Slides can be found here. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen, Special Guest Catherine Cashmore and Tim Fuller as we look at the factors supporting both sides of Australia's property market. 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 perfor

This week's LIVE webinar (12:30pm AEST, Thursday 23rd May) - As we review the escalation between global powerhouses USA and China. Is this the Cold War 2.0? What is the US trying to achieve? How might it play out and some potential scenarios How are these events likely to impact investment in the near future? So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as give an update on the stoush of the new century. 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 Corporat

This is a quick overview of our larger Mega Trends show. Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets: - Rising inequality - Baby Boomers - Women in the workforce - Global debt levels - Company tax rates 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.

On today's show we look at some prevailing Mega Trends. Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets: - Rising inequality - Baby Boomers - Women in the workforce - Global debt levels - Company tax rates 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.

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Here is a short summary of our larger show to whet the whistle. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look at the state of the Australian property market pullback and if it has more to run. Slide can be found here. 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.

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Slide can be found here. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look at the state of the Australian property market pullback and if it has more to run. 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 Represen

We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of the worlds largest freelancing and crowdsourcing marketplace. In todays interview we discuss Matts views on the Australian economy's House of Cards, how we got into this situation and some critical areas we need to address to help us get out of it. House of Cards article link - http://bit.ly/2PKAK0k 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. Join Nucleus Wealth's Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and myself, Tim Fuller as we dive into a fascinating hour with one of Australia's thought leaders of the new age. The information on this podcast contains gener

This week's LIVE webinar (12:30pm AEST, Thursday 18 April) - we look at recent numbers out of China, it's subsequent investment implications and how we are adjusting portfolios to take advantage. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss recent global data points and how we are positioning portfolios in response. - China Debt Explosion - Europe = 2nd derivative - Effect on Australia - Longer Term outlook - Implications for Investment Slides here. 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.

We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association. (BFCSA) BFCSA investigates fraud involving lenders, spruikers and financial planners worldwide. For the past two decades, Ms Brailey, President of BFCSA (Inc), has been a tireless campaigner, championing the cause of older and low income people around the Globe who have fallen victim to banking and finance scams. In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations that Denise has come across in her experience. We also finish with Denise's top tips for people in the market for a home loan to help avoid getting into trouble. After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money everyday at Nucleus Wealth. The information on this po

This week's webinar we explore what life is left in the Australian Government Bond trade. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on how investments in bonds can provide safety and yet still outperform when conditions are right. - What happens when the safety trade isn't safe? -Australia vs Global -RBA Tactics -What to watch out for -Implications for Investment Webinar slides here 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.

(Apologies for the sound, we had some tech difficulties and needed to shoot over the phone) We have another special guest week in Damien Boey, who is Credit Suisse's head of Australian economics and equity strategy. He has worked for the firm for 13 years, and prior to his career at Credit Suisse, worked for 4 years at the Reserve Bank of Australia. 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. 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.

We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business channel, which is called Your Money. Alek's book, USA Gday, available here. In todays interview we dive into Alek's take on the outcomes of the Royal Commission, the impacts expected on both the incumbent advice majors and newer licensees and how the changing landscape of financial advice is look in the near future. During his many years as managing editor of a number of leading financial publications, Aleks sits in the perfect position to provide some serious insight into a major component of the Australian economy. 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. 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. Dami

We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and mortgage control fraud. https://twitter.com/PhilipSoos In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations that transpired about our banks mortgage lending behaviour. In doing his PhD in bank crime and mortgage control fraud, Phil sits in the perfect position to provide some serious insight into a major component of the Australian economy. After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money everyday at Nucleus Wealth. Join Nucleus Wealth's Head of Investments, Damien Klassen, our Chief Economist, Leith Van Onselen and myself as we learn more about the real impacts that banks are having on everyday Australians lives, and what looms in thei

This week's Nucleus Instant Insights, we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: - Who the changes will affect most - How these changes could affect traditional high dividend stocks - Structuring for the changes - Things to think about if you are going to be affected Download Slides Here 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.

This week's LIVE webinar (12:30pm AEST, Thursday 28 Feb) - we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: - Who the changes will affect most - How these changes could affect traditional high dividend stocks - Structuring for the changes - Things to think about if you are going to be affected Download Slides Here 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.

This week's LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the global economy. - Trade issues - Cyber warfare - Political Influence - How we position portfolios to face these threats head on. Download Slides Here 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.

Join Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of the recent Royal Commission on everyday Australian's and the broader economy with bank veteran, author and now managing editor of the highly regarded Cuffelinks newsletter, Graham Hand. https://cuffelinks.com.au/ 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.

Nucleus Instants is a shortened version of our larger podcast designed to give you a brief overview of topics covered. This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at: - Household Consumption - Dwelling Investment - Public Demand - Business Investment - How the above data points should be used in investment portfolios Webinar slides here 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.