Nucleus Wealth Insights

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and guest Kirk McDonald of New Energy Nexus dive into the lithium value chain. View the presentation slides Agenda: Discussion about the value chain, what it looks like, what are some of the key numbers and opportunities What are the main hurdles for Australia, what is New Energy Nexus doing to help overcome War stories from companies that you are helping, interesting new techs. Government policy differences between China, US, Europe, Japan, and Australia. 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 Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus W

For some months now, there’s been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in. But now it seems even more extreme. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rate markets are forecasting a pivot to rate cuts later in 2023. They both can’t be right, and this week we looked at the arguments. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, weighed in on this matter. 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 Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically

This week we have Rosie Barnes from the YouTube channel @EngineeringwithRosie. She is a wind engineer and spends her podcasts explaining and analysing renewable energy technologies. View the presentation slides We have Rosie on to look at: What are the most interesting technologies right now, which look like being able to continue to get incremental cost reductions? Which are the "home run" technologies that we should be watching in case there is a significant breakthrough? Rosie's thoughts on the evolution of energy markets and how we will see the transition to more renewable energy. 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 Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth We

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr look at the early results from reporting season and how expectations are changing. We also scoot around the world looking at sector and country valuations. Where looks cheap, and which countries have run too hard? View the presentation slides Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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

There are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we weigh in on this.  View the presentation slides Agenda: Fundamental Bears vs Technical Bulls 3 effects Economy Valuations Earnings Price Movement Investment Outlook 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 acc

The turn of the year is when strategists and forecasters from around the globe look to their crystal balls and prognosticate on the likely events for 2023. This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes. View the presentation slides Agenda: Economic Geopolitical Investment Investment implications 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 perform

Join us in this week's investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss 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 Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 o

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss the many grey areas of ethical investing and how you can do it on your terms. View the presentation slides Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 performance. Damien

In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discuss 2023's "odds-on recession". View the presentation slides Agenda: ● Sharpest interest rate hikes in history ● House prices continue to fall ● Fixed-rate mortgages reverting to high variable rates ● Household consumption falling ● Record immigration to subdue wage growth 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 f

Australian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster at the headline. Where is this heading and what will be its effect for the incoming year? In this Rapid Insights episode, Nucleus Wealth video, we examine these questions. https://nucleuswealth.com/articles/australian-property-market-update/ 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 nee

In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed. View the presentation slides Agenda: Increasing or decreasing? Proportion of GDP - level more important or change? Mortgage stress Investment implications 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 indicatio

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr as they wrap up the year and discuss what lies ahead for 2023. View the presentation slides Agenda: End-of-year reflection on themes and events of 2022, plus what to look out for in 2023 Inflation Company earnings Valuation Central banks and when they will pivot Recessionary signs 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 per

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discuss the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a domino effect? View the presentation slides There are two main issues: The size of the crypto market and how much the 'negative wealth effect' from the falls could have. Could we see a run on exchanges similar to what we saw with Lehman in the financial crisis? 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 informatio

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr with guest, Caroline DiRusso of The Daily Luxe, discuss the great insolvency facade and the luxury goods market. Caroline is a lawyer with 15 years of experience in commercial litigation and corporate insolvency. View the presentation slides Agenda: The insolvency rules changed after the pandemic started removing a raft of liabilities After 3 years of very low levels of insolvencies, they are finally approaching more normal levels Are we due a "catch-up"? Or did the government transfers paper over the cracks for long enough What will be the effect of rising interest rates Is the tax office back as an instigator? What rule changes are occurring and  might occur in the future 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 Instag

This episode was recorded on 18/11/2022 It's been a tough year for Chinese property developers. The last month has brought some relief in the form of government support, but the questions still remain: - How far will these measures go? - And is it time to buy resources and AUD yet as a result? In this first episode of a new type of Nucleus Wealth video, we look at just these questions. 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 per

In this week's investment webinar, Nucleus Wealth is joined by Stephen Mitchell, CEO of Oak Capital, and Troy Stratton the CIO. We will be discussing the cracks that are starting to appear in the Australian property market. Oak Capital is an alternative non-bank lender and credit fund.  With the Australian property market in major flux, we take an on-the-ground look at what’s happening within the broader lending market, affordability and the differences in small vs large developers. View the presentation slides Agenda:  Pressures ramping up on borrowers in second tier lending market Tax office collection activity, including director penalty notices Rise of incomplete property scenarios Liquidity in market encouraging less sophisticated lenders to take large risk whilst chasing a race to the bottom on rates General view as to why Oak doesn’t engage in true development lending, and some of the scenarios they are seeing Investment implications To listen in podcast form click here Get an

On this week's podcast, we are joined by Evan Lucas, The Chief Market Strategist at Invest Smart to talk about his new book Mind Over Money and to discuss the markets. View the presentation slides Agenda: Are We Close to the Market Bottom?  Evan's book Mind Over Money & the psychology of investing Asset Allocation Stock Selection Australian vs international Inflation The US results Investment implications 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 per

Will the switch to renewables be torpedoed by a lack of materials? Are we going to run out of copper? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we look at some of the major commodity materials, which ones are genuinely in short supply and which ones are too hard to tell. View the presentation slides Agenda: The Great Copper Panic  ● Green Metals: do we have enough? ● Political Risks ● Myth busting ● The great copper panic ● Investment implications 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 Nucleus Wealth is an Australian Investment & Superannuation fund 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 c

Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data continues to look dire in the latest release post Xi's appointment. Messaging from the conference shows no signs of reversing on clamping down on too much property debt, which means there's no respite in view for the Chinese property market.  Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discuss whether this is the proverbial crash of the century.  View the presentation slides Agenda: Crash of The Century: Chinese Property  Highway to hell Economic fallout Markets fallout Political fallout 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 Nucleus Wealth is an Australian Investme

The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back to the rest of the world? Will Australian wages catch up or will rising interest rates cool wages down before they have the chance?  Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss and look around the world at wage growth. View the presentation slides Agenda: The one thing that can kill inflation Wage growth hot zones Wage growth mild zones Wage growth cold zones Services to Manufacturing and Back Locked up employees? 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 F