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Nucleus Investment Insights

A weekly investment podcast that discusses how Australians and the rest of the world can financially secure their future against any economic imbalance. With the goal of equipping every person the know-how, ins and outs and the ups and downs of a volatile market. Episodes cover everything from the latest market performance to geopolitical trends, and how it all impacts investment decisions at Nucleus Wealth.

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Nucleus_Wealth

Created September 04, 2022

Updated November 13, 2022

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  1. Sep 1st, 2022
    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 slidesAgenda: Rigged - How Networks of Powerful Mates are Ripping Off Everyday Australians. C...
  2. Aug 25th, 2022
    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 slidesAgenda: Earnings tailwinds becoming headwindsGlobal Earnings overviewAustralia vs ...
  3. Aug 18th, 2022
    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 Of...
  4. Aug 11th, 2022
    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 t...
  5. Aug 4th, 2022
    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 slidesAgenda: Reaching for yieldReal Bond yields are negativ...
  6. Jul 28th, 2022
    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 pres...
  7. Jul 21st, 2022
    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 an...
  8. Jul 14th, 2022
    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 v...
  9. Jul 7th, 2022
    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:...
  10. Jun 30th, 2022
    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....
  11. Jun 16th, 2022
    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 prese...
  12. Jun 16th, 2022
    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 Austra...
  13. Jun 2nd, 2022
    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 slidesAgenda: The Preposterous A...
  14. May 26th, 2022
    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/upl...
  15. Sep 15th, 2022
    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 P...
  16. Nov 10th, 2022
    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 slidesAgenda: Are We Close to the Market Bottom? Evan's book Mind Over Money & the psychology of investingAsset Allocation...
  17. Nov 3rd, 2022
    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 ...
  18. Oct 27th, 2022
    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 respi...

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