Sinopsis
Nucleus Wealth is a Australian based investment house specialising in asset allocation and direct international equity investments. Through the provision of low cost, actively managed discrete share portfolios we aim to give our clients a superior, fully featured investment solution to help them tailor how they invest to suit their personal appetite for risk and reward, ethical preferences and in turn realise their financial goals and objectives faster.Nucleus Wealth Insights brings the team together to discuss a world of topics touching current events, looking into common trends, company activities and the potential impacts on your portfolio. In addition to podcasts, Nucleus Wealth offers weekly Live Webinars, Blog Articles and Performance Reports. For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts
Episodios
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Ep. 389: Stock Market Looks Expensive? Blame the Giants | Nucleus Investment Insights
02/10/2025 Duración: 31minJoin us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how investors should think about growth versus price.View the presentation slidesGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 388: The Economics of Data Centres | Nucleus Investment Insights
25/09/2025 Duración: 01h02sJoin us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect.View the presentation slidesGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagramFaceb
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Ep. 387: Ripple Effect of Chinese EV Overinvestment | Nucleus Investment Insights
19/09/2025 Duración: 55minJoin us in this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen dug into the overinvestment in Electric Vehicles in China, and what it means for the rest of the investment market.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 386: Is Oracle About To Make It The Magnificent 8? | Nucleus Investment Insights
11/09/2025 Duración: 32minJoin us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world's richest man and profits are looking like 10xing.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 385: The Global Bond Rout | Nucleus Investment Insights
04/09/2025 Duración: 39minJoin us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at deepening problems in long bond yields and what they mean for valuations in the stock market.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 384: Real Economy VS Stock Market Economy | Nucleus Investment Insights
29/08/2025 Duración: 27minJoin us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen looks at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 383: Australian Productivity Problems With Jonathan Rochford | Nucleus Investment Insights
21/08/2025 Duración: 01h10minJoin us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it's tumble down the productivity tables.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 382: Market Concentration Risks | Nucleus Investment Insights
07/08/2025 Duración: 46minJoin us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, look at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of the US market in the hands of just 10 stocks (2) at the same time the amount of money in passive stocks keeps growing, with some estimates suggesting a similar amount invested passively. View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:
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Ep. 381: Income Investors: Last Chance To Lock In Higher Interest Rates? | Nucleus Investment Insights
24/07/2025 Duración: 53minJoin us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores where income investors should look as Australian interest rates appear set to fall.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 380: China's Golden Depression Rolls On | Nucleus Investment Insights
17/07/2025 Duración: 45minChina says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, unpack what’s really happening in China and what it means for investors.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:
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Ep. 379: Are Driverless Cars Finally Ready? | Nucleus Investment Insights
10/07/2025 Duración: 55minTesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at the big picture for driverless cars and what they mean for investors.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 378: FY2025 In Review | Nucleus Investment Insights
03/07/2025 Duración: 34minJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look through what worked in 2025, what didn't and where we are opening 2026.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:TwitterInstagram
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Ep. 377: Economic Tipping Points | Nucleus Investment Insights
12/06/2025 Duración: 53minThe dominant global market story is the U.S.—balancing strong growth and productivity with rising risks like tariffs, inflation, and high interest rates.At some point, the strength can be overwhelmed by the weaknesses. Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at where the tipping point may be.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:
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Ep. 376: Will Interest Rate Cuts Re-ignite The Housing Market? | Nucleus Investment Insights
22/05/2025 Duración: 01h06minJoin us in this week’s investment podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, discuss the Reserve Bank of Australia’s interest rate cut and explore its impact on residential housing and the broader economy.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 375: The Dark Side of Superannuation with Cameron Murray | Nucleus Investment Insights
15/05/2025 Duración: 55minJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and special guest economist Cameron Murray unpack the downsides of superannuation as a pension supplement—and explore the broader social issues it creates.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 374: Superannuation Secrets: Legally Shrinking Your Tax | Nucleus Investment Insights
08/05/2025 Duración: 42minIn this week's podcast, Nucleus Wealth Team unpacked a range of easy-to-implement strategies—including salary sacrifice, after-tax contributions, spouse splits, recontribution tactics, and smart timing before 30 June—to help listeners retain more of their earnings while boosting their retirement savings.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsSocial media:Twitte
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Ep. 373: Election-Proofing Your Investment Portfolio | Nucleus Investment Insights
02/05/2025 Duración: 51minJoin us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Economist Leith van Onselen as they examine the economic impacts of Dutton vs Albanese vs a hung parliament. Do you need to position your portfolio ahead of the election?View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 372: Anatomy Of A Market Bottom | Nucleus Investment Insights
17/04/2025 Duración: 58minJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen do a dive deep into the factors we are looking for to show that the market may have bottomed. What are the long-term valuation metrics and how should investors be thinking about them?View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 371: Has The Dust Settled Yet? | Nucleus Investment Insights
10/04/2025 Duración: 56minJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith discuss how markets have settled after last week's wipeout and who knows what the story of the day will be!View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter
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Ep. 370: Liberation Day Fallout | Nucleus Investment Insights
03/04/2025 Duración: 54minJoin us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith looks at what we know about Trump's new tariffs, what they mean for the stock market and our thoughts on the market effect.View the presentation slidesTo listen in podcast form click hereGet an obligation-free portfolio recommendation to see how we would invest for youLearn more about the hostsFind us on social media:Twitter