Nucleus Wealth Insights

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 the ongoing energy crisis in Australia. View the presentation slides Agenda: The Great Energy Heist A potted history of Australian energy cartels Ukraine War and prices The new ADGSM and Labor revolt The kidnapping of Madeleine King What are the answers? 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 objecti

In "tightening cycles", central banks usually raise rates until something breaks. The question is, which imbalance will it be this time? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss a range of different imbalances. View the presentation slides  Agenda: Where is the next Lehman moment?  US imbalances European imbalances Chinese imbalances Emerging market imbalances Australian imbalances Market 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 informat

Independent central banks are largely ubiquitous in developed markets. But, as recent events have shown, there are lots of downsides to go with the benefits. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Operating Officer, Shelley George discuss the perils of independent central banks. View the presentation slides Agenda: Will central banks crash the world? Foundation: inflation and central bank independence UK policy error US, Europe and China Little Australia Are central banks worth having? Market 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 ou

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, do a deep dive into supply chains. View the presentation slides Agenda: Supply Chain Manufacturing Shipping Inventories Containers Cars 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 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 Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wea

In this episode of Nucleus Wealth Empower, join Shelley George, Nucleus Wealth's Chief Operating Officer and guest, Louise Bedford, founder of http://www.tradinggame.com.au/ to find out how your views about money are formed and how they can impact your life. Learn specific techniques to lead you towards exceptional money mindset habits and how you can influence those around you to strive to achieve their full potential. Empowering you to develop money and investing as tools for living your fullest life. Questions: What is the good life to you?  What are money mindsets? Where do they come from? Does everyone react the same way to the same lessons? How come? Why might they be a problem? How can people go about breaking a problematic mindset? Can you do it alone? Or should you find someone to help you go through it? Follow their footsteps? What are some of the biggest mistakes you see people make when dealing with money? More about Louise Louise Bedford is the founder of www.tradinggame.com.au. She is a

There are a LOT of investment opportunities in the world of share markets but directly proportional to it are the risks. With little to no knowledge on hand, many opportunities just come and go. We know this, and that’s why we, at Nucleus Wealth, want you to get a fair assessment of the situation and analyze your own POV. So… Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, discuss the index investment opportunities. View the presentation slides Agenda: What are indexes Index trading opportunities Are there really more indexes than stocks How do smart beta indexes work What is direct indexing What is custom indexing 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

Agitated about gas prices, worried about inflation and is the cost of living getting to you? Let us, here at Nucleus Wealth, take one off of your plate as we analyze the Australian Property Market situation to give you a heads-up. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, give their expert take on this topic. View the presentation slides Agenda: How to value property Latest affordability data/macroeconomics Effect of rising interest rates Buying vs renting Property vs shares 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

In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Nucleus Wealth Chief Investment Officer, Damien Klassen as they talk about the explosive exposé of Cameron Murray's triggering new book called "RIGGED: HOW NETWORKS OF POWERFUL MATES RIP OFF EVERYDAY AUSTRALIANS"  and discuss some of the things that can be done about political favours, grey gifts and information sharing.  Empowering you to develop money and investing as tools for living your fullest life.

Join Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr in this investment podcast as they discuss the recent earnings season and what likely lies ahead. View the presentation slides Agenda:  Rigged - How Networks of Powerful Mates are Ripping Off Everyday Australians. Cameron Murray & Paul Frijters Housing Immigration Superannuation 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 fu

Join Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr in this investment podcast as they discuss the recent earnings season and what likely lies ahead. View the presentation slides Agenda: Earnings tailwinds becoming headwinds 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 objectives, financial situation or needs. Past performance is not an indication of future performance. Damien K

China's economy has deteriorated significantly. We, here at Nucleus, have time and again discussed the issues and lately have been wondering if it means that China’s great reckoning has arrived? Or will the can be once again kicked down the road? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Chief Operating Officer, Shelley George, review and discuss this global crisis. View the presentation slides Agenda: Is the great China reckoning upon us? China’s property crash Can China beat OMICRON? Monetary and fiscal policy pushing on a string The impossible trinity The next shoe to drop Yuan, yuan, yuan! 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

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Senior Financial Adviser, Samuel Kerr will review the unfolding energy crisis. We have discussed this in-depth and have been on point in regards to the issues and the solutions to date. Now that the ACCC has stepped in and the government is aware of the problem, we ask the question of whether they will have the gumption to do something about it. View the presentation slides Agenda:  Will Albo end the energy shock? ● No relief from global prices, some locally ● The damning ACCC report ● Any progress on solutions? ● 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,

Yields have increased as stock and bond prices have fallen this year. Does this mean this is a good time to buy for yield investors? Join us for a deep dive into the pitfalls of yield investing and the implications for investments. View the presentation slides Agenda: Reaching for yield Real Bond yields are negative - but for how long Australian bond yields have reversed Corporate bond yields are a trap entering recessions Dividend Yields that are too good to be true No need to reach for yield Do you need yield, or are you looking for stability? Inflation linked bonds for the hyperinflationistas 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 portf

Super is an ever changing landscape and this new financial year is no different.  In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Senior Financial adviser Samuel Kerr to see the 8 changes to Superannuation as of the 1st of July 2022.   Empowering you to develop money and investing as tools for living your fullest life.   8 Quick Things You Need To Know About The New Superannuation Rules View the presentation slides

On the surface the Australian stock market looks cheap relative to the world market. In this episode we peel back the layers through and find that the truth is significantly less positive. Join us for a deep dive into valuation metrics for the Australian stock market and the implications for investments. View the presentation slides Agenda: Global Valuation overview Australia vs World Sectors Stocks Reporting season and earnings 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 objectives,

As we thought it might, mid-last year, the commodity supercycle has gone as fast as it came. But with iron ore prices half where they were a year ago, where to from here? Listen in as the team delves into this topic. With Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr. View the presentation slides Agenda: A 20 year commodity bear market? * Did Zoltan the Magnificent call a 20 year top? * China turning Japanese * Other factors for demand and supply * Specific commodities: iron ore, copper, lithium, oil * 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

Sydney and Melbourne houses have some of the worst valuation metrics on record. However, some of the apartment markets are looking better. With the RBA jacking mortgage costs at the fastest rate in 50 years, we take a look at the housing calculator. This calculator is designed to look at a number of different ways to value houses, and most of them are looking sickly. In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr will take a look at property valuations across Australia, and where they might be headed.  View the presentation slides Agenda: How to value property Latest affordability data / macroeconomics Effect of rising interest rates Buying vs renting Property vs shares Australian property market July 2022 update Property Calculator 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: 

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr will take a look at how the underlying quant factors have moved during the year-to-date market selloff and what the implications might be for their next moves. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/07/Quant-Rubble.pdf Agenda: * Quant Recap  * What is working  * Low volatility * Momentum * Growth * Quality  * Value * Outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media:  https://twitter.

Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities to take over the function of reserve currencies, and an end to Bretton Woods II. The Financial Times profiled him in "Meet Zoltan, the sellside Jules Verne", highlighting #zoltan has become a trending topic after each post. In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith will look in depth at his case for why commodities are going to take over from the US dollar, where his arguments hold water and where they don't. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Are-commodities-the-new-reserve-currency.pdf Agenda: Are commodities the new reserve currency? Zoltan the Magnificent on Bretton Woods III The rise of Chussia Captured commodities Creation of a Eurorenminbi market and commodity-backed CNY as undollar reserve Flaws in the thesis Investment impli

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith will discuss how stock/share markets continue to tumble, the bear market continues. There will also be an update as to what has changed, should you buy yet or should you wait. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/bear-market-teeth.pdf Agenda: * US down 20%+ * Valuations are no longer super expensive * Bonds leading, stocks next, property bringing up the rear in terms of price falls * Tech sector has fallen the most, commodity sector has fallen the least * Earnings forecasts still holding up: realistic or disingenuous To listen in podcast form click here: https://nucleuswealth.com/podcasts/?u... Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/regi... Learn more about the hosts: https://nucleuswealth.com/people/?utm... Find us