Nucleus Wealth Insights

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. You can find Matt's writing at http://signalmacro.com/ Timestamps: 00:00 Introduction and background on Matt 03:20 Bank funding & CLF 09:30 Why are Australian banks so profitable? 18:10 Are these changes a signal that govt will stop pushing house prices? New Zealand housing market 29:30 Will Aus follow suit and raise rates? 35:10 Wage growth 36:50 USD vs AUD 41:05 Worst case scenarios for the big 4? 45:15 TFF 46:20 Bond rates 48:00 The RBA following other global banks 52:45 Macro look at US economy 55:55 Europe and their ties to China 57:20 Where you can find Matt To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-fr