Nucleus Wealth Insights

It's that nearly time of year again: tax time! Is it appropriate for you to make a contribution to your superannuation before we hit that 30 June deadline? Take a look and find out. Show Links: https://nucleuswealth.com/articles/how-to-make-pre-tax-concessional-contributions-after-tax-non-concessional-contributions-to-super-including-catch-up-contributions/ https://nucleuswealth.com/articles/to-invest-inside-super-or-outside-super-that-is-the-question

The National Energy Market failed this week, so we invited Western Australian energy expert Katharine McKenzie on to get her thoughts. Katherine runs an energy consultancy after years working for the West Australian government on energy policy, including decisions not to join the National Energy Market. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Australian-electricity-meltdown.pptx.pdf There are effectively 3 energy markets in Australia: * Western Australia where wholesale prices averaged $68/MWh over the last week. * Northern Territory where wholesale prices are around $70/MWh * The rest of Australia where wholesale prices were fixed at $300/MWh because they were spiking into the thousands and then the AEMO had to step in to force production 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:

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Financial Crime Intelligence, Nathan Lynch, and Senior Financial Adviser, Samuel Kerr, delved deep into the world of money laundering. Nathan Lynch explained how dark money has infected the lives of ordinary people - and tainted Australian democracy. Australia is awash with dirty money. It flows through our economy, keeps banks running, powers big business, puts coffee on restaurant tables, seeps into clubs, pubs, sport, the art world and anywhere that value is moved. It infiltrates real estate, costs billions in policing, and takes a terrible toll on Australian lives. Agenda: Australia's failure to sign onto global anti-money laundering rules Money laundering into Australian property International perceptions of Australia Will a new government finally lead to reform? View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/The-Lucky-Laundry.pdf To listen in podcast form click here: https://

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Buyers Advocate, Media Commentator and Economist, Catherine Cashmore, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, will discuss whether a crash is in the future for Australian property. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Is-there-a-property-crash-brewing.pdf Agenda: * Current Affordability * Interest rate forecasts * Impact on Aussie households and economy * Is there a property crash brewing? * Investment implications 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_mediu

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Senior Financial Adviser, Samuel Kerr, look at the impending shock to electricity prices in Australia and the implications of that. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Australia-electricity-shock.pdf Agenda: The Preposterous Australian Energy Shock * Global prices for key energy inputs hit home * A brief history of gas markets * Why Australia is different * What to do about it * Investment implications 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=dir

In this investment podcast, Nucleus Senior Financial Adviser Samuel Kerr, Chief Economist Leith van Onselen, and Chief Strategist David Llewellyn-Smith gave an update on the state of the Australian economy that the new government is receiving. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/Podcast_slides.pdf Agenda: Current economic conditions superficially good. Outlook poor due to rising inflation and interest rates. Cost of living pressure biting. Lots of factors out of Labor's control. Economy set to deteriorate sharply as household consumption dives. Labor likely to be blamed when proverbial hits the fan. Risks Labor once again being tagged as "poor economic managers". 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_med

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith will discuss whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/China-Blind-Spot.pdf 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: 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 on social media: https://www.facebook.com/NucleusWealth https://twitter.com/NucleusW

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith will discuss the recent fall in equity values back to more normal values. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/Time-to-buy.pdf Agenda: Markets are no longer expensive... Is it time to buy? Valuation overview Global tightening, fiscal and monetary European economy, the war and energy Chinese economy, the property bust and COVID US economy and the Fed Implications for markets 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_me

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Chief Operating Officer Shelley George is joined by Nucleus Wealth's Chief Investment Officer, Damien Klassen, to discuss the recent increase in interest rates from the RBA and whether Boomers had it worse in the 1980s at 17% interest than millennials now at 0.35%.

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr, will do a round-up of Q1 company reporting season to date and have a look at the interaction between inflation and company profits. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/Is-Cost-Inflation-Beginning-to-Bite.pdf Agenda: Will the earnings boom continue Economic slowdown Top down US Earnings Regional Earnings Sector earnings Individual stocks Investment 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 med

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/Its-Bond-Contrarian-Bond.pdf Agenda: Movements in bond yields Global tightening, fiscal and monetary European economy, war and energy shock Chinese economy, property bust and COVID shock US economy, inflation and interest rate shock Spanish Flu analogy Implications for markets 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=yout

When should and shouldn't you use the superannuation downsizer contribution?

In this investment podcast, Chief Investment Officer, Damien Klassen, is joined by Nigel Morris, Head of Business Development at Solar Analytics and Renew Economy, and Sam Kerr, Senior Financial Adviser, to discuss the state of renewable energy supply chains in the face of the Russian invasion of Ukraine, and the implications that's had on European demand for Russian gas. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/scrambling-for-solar.pdf Agenda: Effect of Ukraine war on solar demand Solar pricing Supply chain interruptions Short term pain, long term gain Investment 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/peo

In this investment podcast, the Nucleus Wealth team will explore the economic context with which we enter the 2022 Federal Australian election and the likely investment implications should one of the major parties secure an outright majority and be able to implement their policies. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/scomo-v-albo.pdf Agenda: A history of the Australian economy Policy platforms The soft side of economics Tax arbitrage Investment outlook 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 on social media: https://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https://linkedin.com/company/nucleusw... Nucleus Wealth is an Australian Investment & Superannuation fund that can help you

In this investment podcast, Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr explore whether rising rates will crush house prices. Agenda: Rising rates will crush house prices How to value property Property macroeconomics Effect of rising interest rates Buying vs renting Property vs shares View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/rising-rates-will-crush-house-prices.pdf 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://www.facebook.com/NucleusWealth/​ https://twitter.com/NucleusWealth​ https

Stock markets have rallied hard off their Ukraine war lows - is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is coming and whether this market rally is a dead cat bounce or not. Agenda: The six shocks of global recession Global tightening, fiscal and monetary European economy, the war and energy Chinese economy, the property bust and COVID US economy and the Fed Spanish Flu analogy Implications for markets View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/The-six-horseman-of-global-recession.pdf 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/

In this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr explore debt markets in the face of the Ukrainian invasion. Please view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/Navigating-the-debt-minefield.pptx On the agenda: Russian default and fall out Financial plumbing issues from removing Russia Rising HY spreads globally and funding pressures Chinese developers Rising CDS prices, implications Australian funding availability, cost of bank debt Leverage and hedge funds Effect of interest rates on house prices 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

In this investment podcast, Chief Investment Officer Damien Klassen, Economist and Author Professor Steve Keen, Leith van Onselen, the Chief Economist at Nucleus Wealth and Senior Financial Adviser Samuel Kerr explore whether the housing market has peaked in Australia. View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/Has-the-housing-market-peaked_.pdf On the agenda, Interest rates rising. Is that the end of rising house prices? Debt burden, how much can interest rates rise Trade-off between goods, services and housing expenditure by consumers Structural change in demand for houses Inflationary constraints (supply chain's Minsky moment?) Affordable housing 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_

In this investment podcast, Chief Strategist David Llewellyn-Smith, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr take another look at the commodities price boom in the face of the Ukrainian invasion. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/Commodity-Blowoff.pdf Agenda: Latest situation Anatomy of a blow-off Effective sanctions Supply elasticity Demand destruction Risks: Financial crisis / Recession / Supply chain risks / Retaliation All about the Fed Investment Impact 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 Fi

Should you fully direct your own investments, or pay someone else to do it? Or is a combination of both the most appropriate? In this episode, host Shelley George talks to Nucleus Wealth client Philip D'Souza about why he chooses to do both, and what are some of the things to consider in each case. Follow Philip on Twitter @philip22451091