Nucleus Wealth Insights

This week's LIVE webinar (12:30pm AEST, Thursday 31 Jan) - we explore the key bear themes that will have an impact on world markets in 2019. Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: - China - Can China arrest falling growth with more debt? - US - When does the Trump boom end? - Europe - Will Brexit and anemic economic growth remain? The information on this blog 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.

The first of many Nucleus Wealth Investment Insights "Instant" series. We (attempt) to provide a short hit of our larger format podcasts in the aim of giving you a snapshot of key investment themes covered. We hope you get excited, learn something, maybe check out the big one and perhaps consider investing with us at some point. Webinar slides here Subscribe page here Here's the standard blerb, take from it what you will. This week's LIVE webinar (12:30pm AEST, Thursday 24 Jan) - we explore the prospects of global shares over the next 12 months Join Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at: - The showdown between stocks and bonds, which will be the best performer in 2019? - What has been happening behind the scenes with Nucleus Wealth portfolio's and how we are positioning for the year ahead. The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an

This week's LIVE webinar (12:30pm AEST, Thursday 24 Jan) - we explore the prospects of global shares over the next 12 months Join Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at: - The showdown between stocks and bonds, which will be the best performer in 2019? - What has been happening behind the scenes with Nucleus Wealth portfolio's and how we are positioning for the year ahead. The information on this blog 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 Investment Damien Klassen and Tim Fuller as we discuss all things bonds, where they fit in the investment landscape and why they are an important part of any diversified portfolio. The information on this blog 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 WEALTH INSIGHTS Good Defence is the Best Offence (Show originally aired on the 12th of July 2018) On this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. - Can volatility be viewed as a whole or a sum of many parts? - How stock selection can help insulate a portfolio in volatile times. - Tactics used at Nucleus Wealth to help protect client portfolio's. If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We also have a live chat feature ! #nucleusinsights The information on this blog 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 43

This week's LIVE webinar (12:30pm AEST, Thursday 20 Dec) - we explore what can really go on behind the closed doors of investment managers. Only when the tide goes out do you discover who has been swimming naked. Warren Buffett It is a market truism that a rising stock market can hide a lot of sins, and it is only when markets fall or become volatile that you can see who has been simply taking lots of risk in a bull market. Join Nucleus Wealth's Head of Investments Damien Klassen and general dogs body Tim Fuller as we look at: - Are the assets within a fund what you thought they were? - Are the funds invested how they should be? - Are consistently smooth returns in volatile times actually a cause for concern? So, with markets down 10%+ over the past few months, now is the perfect time for you to have a closer look at your investment manager's returns and work out whether they are swimming naked. Webinar slides here HEAD HERE for webinar next Thursday, and have your questions answered live! Can't make it t

Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at - the current economic data coming out of China - Headwinds facing another major local boom - How these themes will impact investment across the world Webinar slides - http://bit.ly/2rx1Axo The information on this webinar 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.

Today on the podcast we have Erik Townsend, a retired software entrepreneur turned hedge fund manager, public speaker and co-author of his own popular industrial grade podcast, MacroVoices. Erik is joining us today to talk about his new book 'Beyond Blockchain, the death of the dollar and the rise of digital currency' and how a global digital currency could unlock US dollar hegemony over world trade. https://www.macrovoices.com/bb The information on this webinar 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. nucleuswealth.com

Special 'From the Vault' edition - episode shot on the 14th of December 2017, mid frothy cryptobubble. Bitcoin was trading at $23,400 AUD. Damien Klassen, David Llewellyn Smith and Tim Fuller give their thoughts on Bitcoin and blockchain, what to look out for and where it is going. The information on this webinar 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. nucleuswealth.com

This week's webinar (12:30pm AEST, Thursday 29 Nov) - brings dodgy financial advice under the spot light. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings. Join us as we run through the key factors to consider when seeking advice, warning signs to look out for and why it pays to seek a second opinion. The information on this webinar 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. nucleuswealth.com

This week's webinar (12:30pm AEST, Thursday 22 Nov) - is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of 'liar loans' and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities. The information on this seminar 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. nucleuswealth.com

This week's webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Its a longie, but a goodie. Bubbles - Classifying which type of bubble we are in - Identifying the key factors - Conditions evident to support our case The Crash Policy Responses The information on this seminar 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. nucleuswealth.com

This week's webinar is a US election special. What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets. The information on this seminar 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. nucleuswealth.com

Join Nucleus Wealth Head of Investments, Damien Klassen, and Tim Fuller as we discuss where we are seeking new opportunities after the recent market shake out. The information on this seminar 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. nucleuswealth.com

This week's webinar is a focus on the structural problems with superannuation: - How tax breaks are skewed - Superannuation isn't working at getting people off the aged pension - Problems with superannuation funds in focus at the Royal Commission - Investment opportunities The information on this seminar 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. nucleuswealth.com

We have had our 2nd big market wobble for 2018, perhaps marking a return of uncertainty after a tremendous multi year bull run for global markets. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss the how, why and what to do when markets have their turn on the bronco. nucleuswealth.com

Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the raging trade war between the US and China and what the implications are for asset prices.

This audio was recorded at the 2018 Nucleus Wealth / Macrobusiness Seminar held on Thursday 13th September in Melbourne. The information on this seminar 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. nucleuswealth.com Question guide (with time elapsed) : 0:38 Q0 - Does Chinese Stimulus come in cycles? 4:16 Q1 - Some questions around investing with Nucleus Wealth 6:42 Q2 - The US hitting the fiscal cliff impact on share market 9:24 Q3 - Will Labor back on negative gearing if successful next election? 13:19 Q4 - What weightings are typical and how does this compare to other international managers? 14:34 Q5 - How much can we trust Chinese economic numbers? 18:17 Q6 - What is the risk of a bank bail in / Is a US boom similarly as good as China for Australians? 21:28 Q7 - Why is the Aussie stock market no where near the GFC high? 27:51 Q8 - Will Labor back on negative gearing if suc

This week on Nucleus Investment Insights we chat to Philip Soos, an independent economist, PhD candidate investigating bank crime and mortgage control fraud and co author of the book, Bubble Economics - Australian Land Speculation 1830 to 2013 with Paul Egan. www.nucleuswealth.com

Join us as Nucleus Wealth Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the future of the Pacific Peso. - What is sitting behind the recent fall in the AUD? - Can the current drivers be relied upon for future direction? - How is the Emerging Markets Crisis and Trumps Trade War going to impact the AUD? The movement in the AUD creates significant opportunities for your portfolio - come along and hear how to take advantage. nucleuswealth.com