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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Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights
23/05/2024 Duración: 38minThis week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself. Then, one for the parents or grandparents: How do you set up share accounts for kids, what are the pitfalls, and what should you look out for. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 331 The Inflation Rollercoaster: Is There Another Drop? | Nucleus Investment Insights
16/05/2024 Duración: 45minUS inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to lower inflation. Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, discuss these important topics. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagra
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Ep. 330 Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights
09/05/2024 Duración: 44minJoin us for a comprehensive exploration of the semiconductor sector in our upcoming podcast. In this episode, we'll cover a wide range of topics, including the impact of AI on semiconductor technology, China's influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar energy, and the critical issue of power usage in the industry. Plus, how much of your portfolio should be in this sector? View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 329 Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights
02/05/2024 Duración: 01h48sJoin us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss the following: • Why is Aussie inflation sticky? • Will the RBA pivot back to hikes? • Investment implications View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Subscribe
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HD Remastered Replay: The World of Ethical Investing | Nucleus Investment Insights
25/04/2024 Duración: 42minThis is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished version of the original recording but will not lessen the value of our Investment Insights. In this investment podcast, Nucleus Wealth team discussed the many grey areas of ethical investing and how you can do it on your terms. Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 328 War, Oil and Inflation | Nucleus Investment Insights
19/04/2024 Duración: 21minJoin us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dissects the war, its effect on the oil price, and the oil price's effect on inflation View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Subscribe Nucleus Wealth is an Australian Investment & Superannuation manager tha
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Rapid Insights Ep.7: The Hidden Costs of High Dividend Yields
19/04/2024 Duración: 05minIn this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen discuss how the Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk. Read the Blog Post here Watch the episode here To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Subscribe Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast contains general information and does not take into account your personal objectives, financial
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REPLAY Revolutionary Investment Opportunities | Nucleus Investment Insights
11/04/2024 Duración: 45minHold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden opportunity to elevate your investment game! Get ready to dive into the future of investing with us this week! Join us in this podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine the next few years. We're talking about groundbreaking trends that every savvy investor needs to watch: Electrification Obesity Drugs Onshoring & Robotics AI Cloud Computing Energy Don't miss out! Tune in, and let's unlock the potential of your portfolio with these game-changing investment trends. Subscribe and hit the bell icon to stay ahead in the investment game with us! View the presentation sli
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Ep. 327 Housing Rent Heatwave: How It Is Affecting Macro Investment Trends | Nucleus Investment Insights
04/04/2024 Duración: 29minSoaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs. Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen discusses what it means for these two countries from a macroeconomic perspective vs countries that do not have the same issues. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn W
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REPLAY Megatrends 2024 | Nucleus Investment Insights
29/03/2024 Duración: 49minHeads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, though! We’ve got you covered with a special replay of one of our favourite episodes. Stay tuned and enjoy the throwback! Get ready to supercharge your investment knowledge! Dive into ‘Megatrends 2024’ where the Nucleus Wealth Team looked at the pulse-pounding world of 7 pivotal long-term investment trends! Don’t miss out on this game-changing replay that’s set to ignite your financial foresight! Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook
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Ep. 326 Boom Or Bust: Copper And Lithium In The Green Tech Era | Nucleus Investment Insights
22/03/2024 Duración: 32minBoth copper and lithium prices have seen some wild rides in recent months (and years). There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at these metals, the hype, the fundamentals, and how to think about commodity investing to avoid being caught buying at the wrong part of the cycle. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook
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Ep. 325 Sell Australia, Buy The World | Nucleus Investment Insights
14/03/2024 Duración: 54minWith many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click h
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Ep. 324 Australia Is An A Per-Capital Recession. Does It Matter? | Nucleus Investment Insights
07/03/2024 Duración: 37minJoin us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen welcomes economist Leith Van Onselen, for a detailed dig into Australian GDP, what it is saying about economic conditions and what to expect for 2024. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Subscribe Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your fina
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Ep. 323 What Would A Non-Trump President Mean For Investors? | Nucleus Investment Insights
29/02/2024 Duración: 30minLast week we looked at the macroeconomic and investment impacts of a second Trump presidency. This week we look at the other alternatives: Another Biden win A different republican nominee (presumably because Trump was found guilty in a criminal trial) A different democrat nominee (presumably because Biden opted to step down) Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the potential outcomes and what it would mean for stock markets and bond markets. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram
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Ep. 322 What Will Trump 2.0 Mean For Investors? | Nucleus Investment Insights
22/02/2024 Duración: 01h17minWhile there are still a range of court cases outstanding, Trump is leading most polls for the next president. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets. Agenda: Betting Odds Legal cases Election Issues: Abortion rights vs Border security. Age concerns. How can Biden/Trump be replaced Investment impact: Macro Investment impact: Sectors View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter
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Ep. 321 Income Investors Beware! | Nucleus Investment Insights
15/02/2024 Duración: 45minInterest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest rates? Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen give insight on how to protect your portfolios from falling interest rates. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click her
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Ep. 320 Earnings Season Unveiled: A Tale of Triumphs Amidst Turmoil
08/02/2024 Duración: 41minThe reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almost halved while stocks have rallied. Join us in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen dig into the reporting season so far, looking at winners, losers and trends. Agenda: Quick overview of Q1 season so far Magnificent 7 Where is the market looking? View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook
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Ep. 319 Is Inflation Crashing? | Nucleus Investment Insights
01/02/2024 Duración: 48minInflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot? Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on 2024's most important question. Agenda: Global soft landing, Australian hard Global inflation for goods, services and energy Australian inflation for goods, services and energy Inflation outlook and risks Investment outlook View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook
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Ep. 318 China: In The Bear's Embrace | Nucleus Investment Insights
26/01/2024 Duración: 50minWhile China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal. Brokers have been calling the bottom for years now, and one day, they will be right. The question we look at is whether the bottom is close, or if there is more economic paid to come. Find out in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on this topic. Agenda 5Ds of China’s structural growth adjustment The property crash Policy and the impossible trinity Markets fallout What next? View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on
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Ep. 317 Explosive Growth In The Uranium Price: Is Nuclear Back? | Nucleus Investment Insights
19/01/2024 Duración: 01h08minWith the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options? In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, delves into this topic. Agenda What is going on with the uranium price The case for/against Nuclear Uranium mining cost structure Demand/Supply Investment implications View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Su