Nucleus Wealth Insights

Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations and earnings growth to see where the investment opportunities lie. Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into this topic. Agenda: Valuations Earnings growth What worked in 2023 Forward Economic Indicators 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australia

This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs. Are we heading for another supply chain crisis? Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic. ⁠⁠⁠⁠⁠⁠⁠⁠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 financial goals through transparent, low-cost, ethically tailor

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years. ⁠⁠⁠⁠⁠⁠⁠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 financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠l⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast cont

In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is this huge immigration policy going to push prices higher, or will prices stagnate under the weight of higher interest rates? Join us today to find out the factors at play and the likely outcomes. ⁠⁠⁠⁠⁠⁠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 financial goals through t

Australian energy prices present a paradox. Australia is one of the largest coal exporters on the planet. Australia is a top 3 LNG exporter. Australia has some of the best solar resources in the world. So why are energy prices high here while tumbling elsewhere. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, and Head of Advice Samuel Kerr dive into this topic. Agenda: Oil & Geopolitical issues Prices crash Cost push inflation reverses? Supply destruction? ⁠⁠⁠⁠⁠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 Inv

Get ready to dive into the future of investing with us this week! Join us in this week's 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 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 ⁠⁠⁠⁠⁠⁠⁠

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? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr take a hard look at the problems with Value investing and what investors should expect. ⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠ Agenda: How is value performing (spoiler: bad) What is value What went wrong Have we got measurement error How I think about value 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

Years after covid has finished, and excess mortality is still way higher than usual in countries all around the world. Suicides, cancer, COVID, heart disease are all running above average. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice Samuel Kerr dive into what that means for life insurers and broader investments. ⁠⁠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 financial goals through transparent, low-cost, ethically tailored portfolios. To find out m

In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed “The Magnificent 7”. These stocks have not only defied the broader market sentiment but have also showcased remarkable resilience and growth potential. As we dissect these earnings reports, we observe that the market, while grappling with immediate uncertainties, continues to hold a surprisingly optimistic outlook for 2024. This optimism seems rooted in the belief that current challenges are temporary and that a stronger economic environment is on the horizon. Read the Blog Post ⁠here⁠ Watch the full episode ⁠⁠⁠here⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠ to see

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr dive into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed "The Magnificent 7." These stocks have not only defied the broader market sentiment but have also showcased remarkable resilience and growth potential. As we dissect these earnings reports, we observe that the market, while grappling with immediate uncertainties, continues to hold a surprisingly optimistic outlook for 2024. This optimism seems rooted in the belief that current challenges are temporary and that a stronger economic environment is on the horizon. ⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠ to see how

In this rapid insight episode, we look at the rise of weight-loss drugs. Don’t sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global GDP that obesity costs. Leading this transformation are companies like Novo Nordisk and Eli Lilly, which we look at in more detail in the podcast. Beyond healthcare, the influence of these drugs could extend to industries like fast food, gyms, luxury goods and health insurance. This pivotal development in healthcare reflects the evolving investment landscape, shaped by breakthrough medical advancements and their widespread implications. Read the Blog Post here Watch the full 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

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr revisit the tense relations with our largest trading partner. Prime Minister Albanese is in China this week. The Australia-China trade relationship has been fraught with tension, stemming from a complex interplay of geopolitical rivalry, human rights concerns, and security issues. Australia's push for an inquiry into the origins of COVID-19 and its outspoken criticism of China's actions in Hong Kong and Xinjiang led to diplomatic strains, with China retaliating by imposing tariffs and import restrictions on key Australian exports like barley, wine, and beef. Furthermore, China's increasing assertiveness in the South China Sea and its economic coercion tactics have triggered a defensive response from Australia, leading to calls for diversification of trade partnerships and a reevaluation of reliance on the Chinese market. The once mutually beneficial economic ties now f

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr dive deep into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics. We provide an in-depth analysis of the top players in the industry, including established pharmaceutical giants and innovative startups that are shaking up the scene. Efficacy and safety of popular weight loss drugs, and what new treatments are on the horizon. Next, we pull out the crystal ball and consider what other sectors may be impacted and the likelihood of a significant investment theme emerging. ⁠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

In this rapid insight episode, we explore the impacts of surging oil prices on inflation, amidst the backdrop of the Middle East conflict and its complex geopolitical dynamics. The conflict, acting as a proxy war involving various global powers, has led to a rise in oil prices. From here, it can go two ways: a cost-push inflation spiral or demand destruction due to squeezed household budgets. We analyze the situation from three main perspectives: geopolitics, cost-push inflation, and demand destruction. At face value, rising oil prices can result in higher inflation as transportation and production costs increase, potentially leading to higher wage demands, cycling higher. On the flip side, high fuel costs can also squeeze household budgets. In the past, oil prices above $100 have led markets to extrapolate consumer demand destruction. We also look at a potential reduction in oil demand as people look for more economical alternatives, such as electric vehicles, but conclude that battery prices are not low

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice, Samuel Kerr look at the extreme levels of housing and rental affordability. The question for all investors is when and how these levels will affect the rest of the Australian economy. ⁠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 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 object

There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series that they look at. But then, the path can head in two very different directions. Another round of oil-fueled inflation could mean that workers demand higher wages, and the cost-push inflation spiral will continue. Alternatively, paying more at the petrol pump might leave consumers with less to spend elsewhere... the higher oil price might be the last nail in strong spending cycle we have seen since the pandemic. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Lewellyn-Smith, and Senior Financial Adviser Samuel Kerr examine the different paths and outcomes. Agenda: Oil & Geopolitical issues Cost push inflation De

There has been a lot of inflation in food at the supermarket, but very little for the farmers. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr dive into this topic. Agenda: Food inflation Investment landscape Margin growth Stocks 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 ⁠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 situation or ne

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr dive into this topic. 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 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 situation or needs. Past performance is not an indication of future

In this podcast episode, with help from Patrick Gray of Risky Business, we delve into the rising concerns surrounding cyberattacks on high-profile companies, including Medibank, Optus, Latitude, and Canva. These incidents occurred before hackers gained access to advanced AI tools and cryptocurrencies, making detection more challenging. While share prices tend to recover after cyberattacks, sometimes the impact can be enduring. The democratization of security risks means that every company is now a potential target, with various industries, including hospitals and law firms, facing unique challenges. Surprisingly, major banks maintain a lower risk profile due to robust security processes. For investors, there are opportunities in cybersecurity companies, though most are pricey growth plays. The sector exhibits strong revenue growth, but profitability varies. Watch the full episode here To listen in podcast form click ⁠⁠here⁠⁠ Get an obligation-free ⁠⁠portfolio recommendation⁠⁠ to see how we would invest f

There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed. For the stocks involved, the effects can be dramatic. With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are only going to get better. Where are the vulnerabilities, and what does the future look like? Which sectors are the most at risk, and what can investors do to protect their own accounts? Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr are joined by Patrick Gray, a cybersecurity journalist, founder of Risky Business Media and the host of Risky Business® podcast, as we talk security and stocks. 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