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In this rapid insight, Nucleus Wealth's Chief Investment Officer, Damien Klassen, examines the current state of the tech industry, comparing it to the original tech boom. Watch this episode as it explores factors driving the potential resurgence, evaluates market conditions, and considers whether we're on the brink of another significant technological expansion.Read the Blog Post ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠Watch the episode ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation.

Read the Blog Post ⁠⁠⁠⁠here⁠⁠⁠⁠Watch the episode ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠.

View Details

In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation.

Read the Blog Post ⁠⁠⁠here⁠⁠⁠Watch the episode ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠

Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you

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Want to know more? ⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠

Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠.

View Details

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals.
We have lots of questions about the sustainability of the current metals rally.But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation?

View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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This week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself.Then, one for the parents or grandparents: How do you set up share accounts for kids, what are the pitfalls, and what should you look out for.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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US inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to lower inflation.Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, discuss these important topics.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Join us for a comprehensive exploration of the semiconductor sector in our upcoming podcast. In this episode, we'll cover a wide range of topics, including the impact of AI on semiconductor technology, China's influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar energy, and the critical issue of power usage in the industry.Plus, how much of your portfolio should be in this sector?

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss the following:• Why is Aussie inflation sticky?• Will the RBA pivot back to hikes?• Investment implications

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished version of the original recording but will not lessen the value of our Investment Insights.

In this investment podcast, Nucleus Wealth team discussed the many grey areas of ethical investing and how you can do it on your terms.

Agenda:

• Defining Ethics, ASIC Crackdown
• Effect on portfolio performance
• What are the options
• What are the pitfalls

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dissects the war, its effect on the oil price, and the oil price's effect on inflation

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen discuss how the Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk.

Read the Blog Post ⁠⁠here⁠⁠Watch the episode ⁠⁠⁠⁠here⁠⁠⁠⁠To listen in podcast form click ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠.

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Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden opportunity to elevate your investment game!

Get ready to dive into the future of investing with us this week! Join us in this podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine the next few years. We're talking about groundbreaking trends that every savvy investor needs to watch:

• Electrification
• Obesity Drugs
• Onshoring & Robotics
• AI
• Cloud Computing
• Energy

Don't miss out! Tune in, and let's unlock the potential of your portfolio with these game-changing investment trends. Subscribe and hit the bell icon to stay ahead in the investment game with us!

⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs.Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen discusses what it means for these two countries from a macroeconomic perspective vs countries that do not have the same issues.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Heads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, though! We’ve got you covered with a special replay of one of our favourite episodes. Stay tuned and enjoy the throwback!

Get ready to supercharge your investment knowledge! Dive into ‘Megatrends 2024’ where the Nucleus Wealth Team looked at the pulse-pounding world of 7 pivotal long-term investment trends! Don’t miss out on this game-changing replay that’s set to ignite your financial foresight!

Agenda:

• Inequality
• Demographics
• Female participation
• Rising debt
• Falling taxes
• Rising trade
• Energy costs

⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Both copper and lithium prices have seen some wild rides in recent months (and years).There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at these metals, the hype, the fundamentals, and how to think about commodity investing to avoid being caught buying at the wrong part of the cycle.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen welcomes economist Leith Van Onselen, for a detailed dig into Australian GDP, what it is saying about economic conditions and what to expect for 2024.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Last week we looked at the macroeconomic and investment impacts of a second Trump presidency.

This week we look at the other alternatives:

• Another Biden win
• A different republican nominee (presumably because Trump was found guilty in a criminal trial)
• A different democrat nominee (presumably because Biden opted to step down)

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the potential outcomes and what it would mean for stock markets and bond markets.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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While there are still a range of court cases outstanding, Trump is leading most polls for the next president.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets.

Agenda:

• Betting Odds
• Legal cases
• Election Issues: Abortion rights vs Border security. Age concerns.
• How can Biden/Trump be replaced
• Investment impact: Macro
• Investment impact: Sectors

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Interest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest rates?Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen give insight on how to protect your portfolios from falling interest rates.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer

Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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The reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almost halved while stocks have rallied.Join us in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen dig into the reporting season so far, looking at winners, losers and trends.

Agenda:

• Quick overview of Q1 season so far
• Magnificent 7
• Where is the market looking?

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot?Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on 2024's most important question.

Agenda: Global soft landing, Australian hard

• Global inflation for goods, services and energy
• Australian inflation for goods, services and energy
• Inflation outlook and risks
• Investment outlook

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week.The data from China continues to be poor, and the government interventions are minimal.Brokers have been calling the bottom for years now, and one day, they will be right.The question we look at is whether the bottom is close, or if there is more economic paid to come.Find out in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on this topic.

Agenda

• 5Ds of China’s structural growth adjustment
• The property crash
• Policy and the impossible trinity
• Markets fallout
• What next?

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, delves into this topic.

Agenda

• What is going on with the uranium price
• The case for/against Nuclear
• Uranium mining cost structure
• Demand/Supply
• Investment implications

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations and earnings growth to see where the investment opportunities lie.Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into this topic.

Agenda:

• Valuations
• Earnings growth
• What worked in 2023
• Forward Economic Indicators
• Investment Outlook

⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs. Are we heading for another supply chain crisis?

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic.

⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years.

⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is this huge immigration policy going to push prices higher, or will prices stagnate under the weight of higher interest rates? Join us today to find out the factors at play and the likely outcomes.

⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Australian energy prices present a paradox.Australia is one of the largest coal exporters on the planet. Australia is a top 3 LNG exporter. Australia has some of the best solar resources in the world.So why are energy prices high here while tumbling elsewhere.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, and Head of Advice Samuel Kerr dive into this topic.

Agenda:

• Oil & Geopolitical issues
• Prices crash
• Cost push inflation reverses?
• Supply destruction?

⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Get ready to dive into the future of investing with us this week! Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine the next few years. We're talking about groundbreaking trends that every savvy investor needs to watch:• Electrification• Obesity Drugs• Onshoring & Robotics• AI• Cloud Computing• Energy

Don't miss out! Tune in, and let's unlock the potential of your portfolio with these game-changing investment trends. Subscribe and hit the bell icon to stay ahead in the investment game with us!

⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged, and many investors are expecting Value to protect them – but Value has failed to do so in recent years. Will this time be any different?

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr take a hard look at the problems with Value investing and what investors should expect.

⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠

Agenda:

• How is value performing (spoiler: bad)
• What is value
• What went wrong
• Have we got measurement error
• How I think about value

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠.

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Years after covid has finished, and excess mortality is still way higher than usual in countries all around the world.Suicides, cancer, COVID, heart disease are all running above average.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice Samuel Kerr dive into what that means for life insurers and broader investments.

⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠

Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠.

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In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed “The Magnificent 7”. These stocks have not only defied the broader market sentiment but have also showcased remarkable resilience and growth potential.As we dissect these earnings reports, we observe that the market, while grappling with immediate uncertainties, continues to hold a surprisingly optimistic outlook for 2024. This optimism seems rooted in the belief that current challenges are temporary and that a stronger economic environment is on the horizon.
Read the Blog Post ⁠here⁠Watch the full episode ⁠⁠⁠here⁠⁠⁠To listen in podcast form click ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠.

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Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr dive into the complex landscape of 3rd quarter earnings.The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed "The Magnificent 7." These stocks have not only defied the broader market sentiment but have also showcased remarkable resilience and growth potential.As we dissect these earnings reports, we observe that the market, while grappling with immediate uncertainties, continues to hold a surprisingly optimistic outlook for 2024. This optimism seems rooted in the belief that current challenges are temporary and that a stronger economic environment is on the horizon.

⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠.

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In this rapid insight episode, we look at the rise of weight-loss drugs. Don’t sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global GDP that obesity costs. Leading this transformation are companies like Novo Nordisk and Eli Lilly, which we look at in more detail in the podcast. Beyond healthcare, the influence of these drugs could extend to industries like fast food, gyms, luxury goods and health insurance. This pivotal development in healthcare reflects the evolving investment landscape, shaped by breakthrough medical advancements and their widespread implications.

Read the Blog Post hereWatch the full episode ⁠⁠here⁠⁠To listen in podcast form click ⁠⁠⁠⁠here⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠.

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Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr revisit the tense relations with our largest trading partner.Prime Minister Albanese is in China this week.The Australia-China trade relationship has been fraught with tension, stemming from a complex interplay of geopolitical rivalry, human rights concerns, and security issues.Australia's push for an inquiry into the origins of COVID-19 and its outspoken criticism of China's actions in Hong Kong and Xinjiang led to diplomatic strains, with China retaliating by imposing tariffs and import restrictions on key Australian exports like barley, wine, and beef.Furthermore, China's increasing assertiveness in the South China Sea and its economic coercion tactics have triggered a defensive response from Australia, leading to calls for diversification of trade partnerships and a reevaluation of reliance on the Chinese market.The once mutually beneficial economic ties now face the challenges of trust deficit and ideological clashes, complicating the prospects of smooth trade relations.

⁠View the presentation slides⁠⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠.

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Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr dive deep into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics.We provide an in-depth analysis of the top players in the industry, including established pharmaceutical giants and innovative startups that are shaking up the scene. Efficacy and safety of popular weight loss drugs, and what new treatments are on the horizon.Next, we pull out the crystal ball and consider what other sectors may be impacted and the likelihood of a significant investment theme emerging.

⁠View the presentation slides⁠⁠⁠⁠

To listen in podcast form click ⁠⁠⁠⁠here⁠⁠⁠⁠

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Want to know more? ⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠

Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠.

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In this rapid insight episode, we explore the impacts of surging oil prices on inflation, amidst the backdrop of the Middle East conflict and its complex geopolitical dynamics. The conflict, acting as a proxy war involving various global powers, has led to a rise in oil prices. From here, it can go two ways: a cost-push inflation spiral or demand destruction due to squeezed household budgets.We analyze the situation from three main perspectives: geopolitics, cost-push inflation, and demand destruction.At face value, rising oil prices can result in higher inflation as transportation and production costs increase, potentially leading to higher wage demands, cycling higher.On the flip side, high fuel costs can also squeeze household budgets. In the past, oil prices above $100 have led markets to extrapolate consumer demand destruction.We also look at a potential reduction in oil demand as people look for more economical alternatives, such as electric vehicles, but conclude that battery prices are not low enough yet for widespread adoption on an economic basis.In conclusion, the interplay between oil prices, geopolitics, and inflation is complex and multi-faceted, with various potential outcomes depending on how these factors evolve over time.

Watch the full episode ⁠here⁠To listen in podcast form click ⁠⁠⁠here⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠.

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Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice, Samuel Kerr look at the extreme levels of housing and rental affordability.The question for all investors is when and how these levels will affect the rest of the Australian economy.

⁠View the presentation slides⁠⁠⁠

To listen in podcast form click ⁠⁠⁠here⁠⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠.

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There has been a surge in the oil price following another outbreak of fighting in the Middle East.The question is, what does the rising oil price do to inflation?In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series that they look at.But then, the path can head in two very different directions.Another round of oil-fueled inflation could mean that workers demand higher wages, and the cost-push inflation spiral will continue.Alternatively, paying more at the petrol pump might leave consumers with less to spend elsewhere... the higher oil price might be the last nail in strong spending cycle we have seen since the pandemic.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Lewellyn-Smith, and Senior Financial Adviser Samuel Kerr examine the different paths and outcomes.

Agenda:

• Oil & Geopolitical issues
• Cost push inflation
• Demand destruction

View the presentation slides⁠⁠

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:

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Want to know more? ⁠⁠Click here to Subscribe⁠⁠

Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠.

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There has been a lot of inflation in food at the supermarket, but very little for the farmers.Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr dive into this topic.

Agenda:

• Food inflation
• Investment landscape
• Margin growth
• Stocks
• Investment outlook

View the presentation slides⁠

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

Want to know more? ⁠Click here to Subscribe⁠

Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠Nucleus Wealth's responsibility-related statements⁠.

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Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks.Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr dive into this topic.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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In this podcast episode, with help from Patrick Gray of Risky Business, we delve into the rising concerns surrounding cyberattacks on high-profile companies, including Medibank, Optus, Latitude, and Canva. These incidents occurred before hackers gained access to advanced AI tools and cryptocurrencies, making detection more challenging.While share prices tend to recover after cyberattacks, sometimes the impact can be enduring. The democratization of security risks means that every company is now a potential target, with various industries, including hospitals and law firms, facing unique challenges. Surprisingly, major banks maintain a lower risk profile due to robust security processes.For investors, there are opportunities in cybersecurity companies, though most are pricey growth plays. The sector exhibits strong revenue growth, but profitability varies.Watch the full episode hereTo listen in podcast form click ⁠⁠here⁠⁠

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit ⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠.

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There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed.For the stocks involved, the effects can be dramatic.With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are only going to get better.Where are the vulnerabilities, and what does the future look like?Which sectors are the most at risk, and what can investors do to protect their own accounts?Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr are joined by Patrick Gray, a cybersecurity journalist, founder of Risky Business Media and the host of Risky Business® podcast, as we talk security and stocks.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen.Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year's darlings who have seen shipping rates crater - the logistics companies. After riding on the highs in 2021 and 2022, shipping rates crashed 80%.Market participants talk about a trucking recession in rates. Yellow, a major US trucking company went bust. Is it time to re-look at the sector?Agenda:

• Market size and segments
• Overall issues
• Shipping
• Trucking
• Air
• Storage
• Technology

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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Join us for a thoughtful conversation on retirement planning that could transform your quality of life. In this episode, Nucleus Wealth Chief Operating Officer Shelley George sits down with guest Natallia Smith, the director and principal financial adviser at Tru Wealth Advice, to discuss expert insights on how to approach this critical topic and navigate life's choices, particularly for successful single women who have never married, are widowed, or divorced. Links mentioned in the episode:MoneySmartTru Wealth AdviceEmpowering you to develop money and investing as tools for living your fullest life.

To listen in podcast form click here

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and dive into the latest data from his household stress survey.The key things I want to find out:

• The overall household variation. We know that the average household is hurting a little, but it isn't dire. I want to find out more about the ends of the spectrum, the rich households and more importantly the poor ones
• Are things starting to accelerate? We have seen some of the biggest cohorts of fixed mortgages reset over the last few months, is that coming through in the data
• Job security - any signs of concern
• Theories on why we haven't seen worse economic outcomes. Is it delayed or are we reading it wrong

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, dive into the world of income and yields. With interest rates 4-5% higher around the world, what are your options and what can you expect to get on the various types of income investments.Agenda:

• Sources of yield
• Asset by asset run through
• Overview

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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This week we delve into the world's largest asset class. Alarming economic data has sparked investor jitters, but imbalances have existed for a decade or more.Over the past 15 years, China's construction frenzy has reached historic proportions. The trigger point is elusive, akin to predicting an avalanche. Conditions are ripe for a seismic shift, this week we ask the big question: Why now?Part of the answer lies in the developers. But the big names of Country Garden and Evergrande aren't exceptions; they mirror the industry. China's top developers grapple with four massive challenges.Then we look at macro construction stats. Something's off. The numbers just don't add up.Can infrastructure fill the gap? How much bigger can China grow that spending?We also consider shadow banking issues, fading hopes of a consumer-led rescue and financial repression's paradox.This is China's fourth attempt at breaking its property addiction—stakes are rising.Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr dig into the arguments and look at the evidence.Agenda:

• Biggest asset class in the world
• Property Developers
• Macro construction stats
• Infrastructure to the rescue?
• Shadow banks
• Consumers to the rescue?
• Financial repression can’t be a cause and a cure
• Latest Data
• Investment Outlook

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS - Resolution Capital run through the following topics:

• Office: The dangers of contagion in US commercial property and what the future of work holds.
• Retail: Macro data (weak) vs micro data (OK).
• Industrial: The Yellow insolvency and what it means for the sector. Will companies continue to keep inventories higher (“just in case” rather than “just in time”) or will they simply revert back to pre-pandemic levels
• Residential: US rental growth, will it peak then pause or will it fall. Comparison with Australia.
• Self-storage: end of the dominance of products over services and what
• Data centres: AI effect whether AWS/Google/Microsoft are going to dominate the smaller players
• Are there differences between countries/regions?

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us as Nucleus Wealth Chief Operating Officer, Shelley George, and Senior Financial Adviser, Samuel Kerr, dissect the changes to superannuation in FY24 and how you can leverage them to enhance your personal financial landscape. From potential advantages to important considerations that could impact you, this episode has got you covered.

Empowering you to develop money and investing as tools for living your fullest life.

Links mentioned in the episode:

• FY24 Things you need to know article
• Catchup contributions episode
• Catchup contributions article

To listen in podcast form click here

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates?

So far this has been primarily about asset prices. Is it really a recession if unemployment remains low?

Minsky’s hedge, speculative and Ponzi categories are playing out as businesses/investments that can’t generate enough to cover their interest payments are heading to bankruptcy.

The most obvious victims are cryptocurrencies, venture capital and loss-making businesses.

Main areas of concern: US commercial property, high-yield bonds and leveraged loans are much bigger but more of a slow burn. Defaults are ticking up, well above the last two years.

There is an increase in both the base rate and credit spread hitting borrowers at the same time. Lenders/investors are also tightening their criteria. The Twitter loan is stuck with the banks that underwrote it, estimated to be worth about 60% of face value now. Recovery rates are much worse this cycle than previous cycles.

Refitting commercial properties for residential apartments seems logical, but zoning restrictions and layout issues (e.g. access to natural light, plumbing/electricity) mean it is often cheaper to demolish and start again.

Extension of the ideas The review of the RBA missed the key change needed. Adding more economists and changing the number of meetings will do very little, we need to stop following Keynesian economics and cutting rates too far when downturns inevitably arrive. The review recommended nothing to stop the boom-bust cycles.

Population growth might stop Australia from having a recession, but per capita GDP could easily decline. We’ll pay for that sleight of hand in other ways. (housing affordability, infrastructure spending, lower quality of life)

In this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr do a deep dive into this topic.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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This week we look at how to profit from a falling iron ore price.

The market has been obsessed with the prospect of Chinese stimulus. Finally, belatedly, the realisation is emerging that the stimulus is not coming.

Further, it looks as though the entire development sector is now effectively publicly owned. Utilities, designed to finish the prepaid housing, offered enough debt roll-overs to do so.

Join us in this week’s podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr examine strategies that investors can use in current markets to benefit from this trade.

Agenda:

• Depression economics grip China
• Iron ore market balance
• Market implications

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Globally producer price indexes have turned down quite decisively. China is trying to deal with deflation.

There are two main explanations, with diametrically diverging investment outcomes. Under the first scenario, producer price inflation is a leading indicator for consumer price inflation. Falls in the producer price indexes will inevitably flow through to inflation indexes. Sell stocks, buy bonds.

Under the second scenario, the gap is an indicator that companies continue to be able to expand margins. It is a sign that companies are raising prices to consumers faster than their own costs are growing. Buy stocks

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr dig into the arguments and look at the evidence.

Agenda:

• What is the Producer Price Index
• Divergence or lag
• Two options: good for margins, terrible for margins
• Reporting season

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In this episode, we confront the prevailing fixation on GDP as a sole indicator of prosperity. The recent government announcement of a supplementary statistic to incorporate additional measurements of wellbeing gave hope for a more comprehensive approach, but upon closer examination, it falls short of expectations. Join us as Nucleus Wealth Chief Operating Officer, Shelley George and Chief Economist, Leith Van Onselen, discuss the implications and limitations of the old and new approaches

Empowering you to develop money and investing as tools for living your fullest life.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Over the past few months the market has had a bifurcated view.

Q2 earnings are expected to be bad, down almost 10%.

But, by Q4, analysts have almost 10% earnings growth factored in.

So, we are approaching a critical juncture. Q4 starts in a little over 2 months time. If those forecasts are as optimistic as they seem, this reporting season should see some reasonably large downgrades.

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr check in on the reporting season to see what is happening to earnings forecasts.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Steve Keen made a name for himself challenging conventional economic wisdom.

In particular, Steve has a focus on how money creation works in the real world, which is very different from how it worked in conventional economic models.

For this reason, given the recent banking issues in the US and the dramatic slowdown in credit creation that we are seeing around the world, we thought we should check in to see what Steve is seeing.

Secondly, Steve is just about to release a new carbon report, and we wanted to dig into its finding and what the investment implications are.

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Professor Steve Keen dig into this topic.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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The Australian investment landscape is dominated by oligopolies.

Many of these oligopolies are large donors to both sides of politics and seem to get an easy run when it comes to tax and regulation.

Michael West runs a website that focuses on independent journalism. Part of what he does is hold companies accountable over unpaid tax, poor corporate practices and government/regulatory concerns.

There is a good argument, that in Australia over the last 20 years, some of the best investments you could have made are in regulated companies and vested interests.

Socially and ethically, we are supporters of Michael’s work and supportive of change.

As an investor, you need to invest in what the world is, not what it should be. You need to be aware that much of the value in particular Australian stocks is tied to their closeness to regulators and political parties. If this changes, then the winners/losers in the stock market could change dramatically.

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Michael West dig into this topic.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In his book, The Ulysses Contract, Michael Kemp explores some of the innate behaviors, biases and challenges humans face as investors. And what you can do about them. He sits down to explore these and other things with Nucleus Wealth Chief Operating Officer, Shelley George, in this episode of Nucleus Wealth Empower.

Empowering you to develop money and investing as tools for living your fullest life.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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It has been a volatile 6 months in macroeconomic outlooks.

A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times.

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dig into this topic.

Agenda: Why the AUD is going to 40 cents

• Fed still hiking, RBA all but done
• China bust structural
• End of cycle shock

• Next cycle: Australia poorly positioned

• no AI

• 1. no reshoring
• 1. China commodities super-deflation, limited ESG
• commodity exposure
• 1. Another lost decade on poor policy making

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments.

In particular, we look at the investment landscape for defense contractors, which ones benefit, which ones are less well positioned and where defense budgets are being spent in the aftermath of the Ukraine war.

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Operating Officer Shelley George dig into the investment implications of the ever-evolving face of modern warfare.

Agenda:

• Ethical Considerations
• Quick background
• Geopolitical implications
• Macroeconomic implications
• Investment implications: Macroeconomics
• Military changes from Ukraine war
• Investment landscape/defence contractors
• Investment implications: Stock selection

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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For the last few months, we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm.

That has started to change, and in the hard data we are seeing sweeping signs of a slowdown.

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Chief Operating Officer Shelley George, as we dig into the most recent data, what it is showing and pose the question of whether the reserve bank of Australia has gone too far...

Agenda:

RBA Argument

• Inflation
• Wages
• Productivity
• Profits

Leading Indicators

• LEI
• Jobs
• Retail Sales
• Earnings

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Grant Williams is a titan of the financial podcasting world, interviewing the biggest names in the industry and examining the core macro arguments dominating discussions.

We take the opportunity this week to quiz Grant and see where he sits on some of the biggest macro themes.

Agenda:

• Is there a recession or soft landing?
• Bonds say recession by the 4th quarter, equities say earnings growth will be back to 10% by Q4. Can both be right?
• If recession, can inflation stay high or will it at least disappear in the short term?
• Is inflation going to be structurally higher?
• If inflation is higher, will commodities save you from that inflation, or will the normalisation of the China housing market offset any gains?
• Can the world move fast enough to green energy, or is there an underinvestment in oil/gas/coal that will lead to price spikes?
• Can an artificial investing boom be large enough to lift the market?
• What is a reasonable valuation for stock markets at the moment? At what valuation level would Grant start investing?
• Is the China/US relationship broken for the foreseeable future?
• Therefore, is dedollarisation possible?

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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We have seen a raft of comments and discussions from the governor of the reserve bank of Australia. The message has been disjointed. What has come through, whether he realises it or not, is the fundamental disconnect between government policy and central bank policy. On one hand, Australia is being flooded with record levels of new immigrants, putting upward pressure on rents and services. Supply in that area is not elastic. New houses and infrastructure take years to build.

If we are relying on rising interest rates to crush demand so that "We need more people to live in each dwelling" then we need a recession.

Join us for a riveting discussion in this investment podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Adviser Samuel Kerr delve deeply into the matter at hand.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades.

Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days.

But revenues have been volatile. For example, NVidia's gaming revenues halved last year, probably due to Etherium (a crypto-currency) moving to proof of stake.

On one hand, NVidia is not cheap relative to the market, trading on 45 times next year's earnings. On the other hand, if it can double revenues over the next 90 days, then it might be looking a lot cheaper a lot sooner.

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr as we look at the question of whether NVidia and AI stocks are in a boom or a bubble.

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Nucleus Wealth is an Australian Investment & Superannuation manager 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr for an insightful podcast episode as we delve into macroeconomic themes and strategies with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group. From recessions and US interest rates to company profits and credit crunches, we navigate through the key factors shaping the financial landscape.Gain valuable insights into the current state of the economy and the potential impact on various sectors. Peter Boockvar shares his expertise and perspectives on these critical issues, providing analysis and actionable strategies for investors and individuals navigating the complex world of finance in these uncertain times.Tune in to this podcast episode to stay ahead of the curve with our in-depth discussions.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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From an investment perspective, betting on vested interests to win the issue of the day has been an easy bet for the last few decades.While Nucleus admits this is no way to run a country, it is hard to invest for a different outcome when vested interests keep winning at the expense of the broader population.Our guest today has been in the thick of the battle in parliament and continues the battle in his post-senate career.Former Senator Rex Patrick was known as the Transparency Warrior during his time in the Federal Parliament. He is also well known for his attempts to fix the gas market.Join Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser Samuel Kerr as we get Rex on to discuss the state of the energy market, electric vehicles, transparency in government, PwC/consultant conflicts and more.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Have you or someone you know experienced the mayhem in the rental market lately? Rents are up nationally 10.1% in the last 12 months according to SQM. Underlying that is up to 50% increases as existing tenants' leases expire, bidding wars for new properties, and inspection queues sometimes winding around the block. Where is this coming from? And what does it mean looking forward? Nucleus Wealth's Chief Operating Officer, Shelley George, and Chief Economist, Leith Van Onselen, take a look.

Empowering you to develop money and investing as tools for living your fullest life.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recalibration of its property crackdown.There are two ways to read the string of announcements:

• China is starting down the “whatever it takes” path. The current policies may not be enough, but they are a sign that China will keep adding more stimulus until the problem is fixed.
• The plan does not change the fundamental demand for new construction. For the most part, you can categorise the elements as either (a) directives to various banks to lend more to developers, mostly focussed on completing existing projects (b) reduced debt constraints or rules on individuals buying houses. The plan is to avert catastrophe rather than return to the old normal.

The stock market/commodity traders assumed the first was true. We suspected the second.Nothing is more important in commodity markets than getting this call right. 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 look deeper.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredients that is up (and Ukraine/Russia are not even major producers), but meat is down.

At the same time, international shipping rates have plummeted. The Baltic Dry Index is about 75% lower than its peak in 2022.

So, why are grocery prices still rising?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss what is really going on with inflation.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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The Q1 earnings season is more than halfway through, and the results are not great. At the headline, a number of the big tech names look better than expected, overshadowing the rest of the market. But once you dig into the earnings for smaller companies, the results are more concerning. The big question is whether this is the start of the major earnings downturn that we have previously discussed or simply a dip?Join us in this week’s podcast where Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, delve deeply into the matter at hand.

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Agenda: The Fed has finally broken something

• Accelerating small bank credit crunch
• Past Bear Stearns headed for Lehman
• Fed done but will now wait for recession to cut
• Second round of banking crisis
• Europe and China next
• Reporting season - shoe has yet to drop for analyst forecasts
• The Australian problem

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. And it worked! Bankruptcies plunged in developed countries all over the world.But now, the rules are back to normal. Bankruptcies are starting to rise once more. Is this a sign that the business cycle is back? Will there be a "catch-up"? Will rising interest rates swamp all other factors?Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss all these questions and more.

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Agenda: Insolvencies

• State of play
• Delayed or just back to normal
• Tax office return
• Rough time frame for interest rates

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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There are early signs that the property market has bottomed, and a number of analysts are calling for prices to start rising as the RBA cuts rates.We compare this to upcoming the mortgage cliff.What happens when an irresistible force meets an immovable object?In this week's webinar, join us as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr and Chief Economist Leith Van Onselen discuss Leith's recent post "Here comes the house price boom!" against the backdrop of a cooling economy.

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Agenda: US Credit Crunch

• Prices rebounding
• Interest rates already falling??
• Mortgage cliff impact biggest unknown

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through, the signs are ominous. Bank lending and credit availability have pulled back sharply.In this week’s webinar, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dive into the factors driving the credit crunch and what you, as an investor, should be doing about it.

View the presentation slides

Agenda: US Credit Crunch

• US credit crunch so far
• What are the drivers?
• Is it global?
• Three scenarios
• Implications for assets

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Can Doing Less Help You Achieve More? Or Will Following The Herd Lead You Astray?

In this episode of Nucleus Wealth Empower, Shelley George, Nucleus Wealth’s Chief Operating Officer and Damien Klassen, Chief Investment Officer, addressed this incongruous issue.

Empowering you to develop money and investing as tools for living your fullest life.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Every day there are new applications for AI, and a Cambrian explosion of ideas are steaming through work places right now.In this week's webinar, we analyse the sectors that have the most to gain, and more importantly, the most to lose from the rise of Artificial Intelligence.

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Agenda:

• What is AI
• What have been the breakthroughs
• Exponential?
• Industries most at risk
• Countries most affected
• Key Investment Question: Who benefits most
• Investment outlook

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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This week we will discuss a number of the myths around the rise of India. Most importantly there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow.We do not believe this is broadly the case (although there are some sectors where India-Australia trade will grow) and we look in detail at the reasons why.So join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, debunk a number of the myths around the rise of India.

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Agenda:

• The Bull Case
• Gershenkron growth models
• Demographics
• Immigration
• Student “exports”
• Resources
• Geopolitics

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated.
We are back with banks again this week. We won't give too much because things are moving fast, so just click the button below to watch the full episode.Watch this week’s podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a look at this unfolding issue.

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Agenda: Credit crunch!

• Background
• This time is different
• Three paths
• What to watch
• Where to hide
• Investment implications

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle.

Join us on this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr look at different arguments and how stocks have performed in the past.

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Agenda:

• Quant Recap
• What is working
• Low vol
• Momentum
• Growth
• Quality
• Value
• Outlook

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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As these things often do, the Silicone Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something?

Join us for this special episode as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George, lift the lid on what's happening in the US banking system right now.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose).

This could be the precursor to a deeper banking crisis. We run through the issues and the effect on your portfolios.

In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discussed this breaking update.

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Agenda:

• Background
• Commercial Property
• Banking standards tightening
• Insolvencies are back
• Delayed effect of interest rate rises
• Valuation
• Investment implications

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Given the inflation and GDP numbers yesterday, we thought it worth an emergency look at the emerging crisis in the Australian economy.

Join us in this week’s podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a look at this breaking update.

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Agenda:

• GDP fading fast
• Consumer income and wealth squeeze
• China won’t save us
• Fiscal and monetary impulses negative
• The outlook for 2023 and asset markets

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join Nucleus Wealth's Shelley George, Chief Operating Officer, and Damien Klassen, Chief Investment Officer, to find out why transparency is important in your investments.

Empowering you to develop money and investing as tools for living your fullest life.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery.

In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr look at European stocks to see if they have risen too far too fast.

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Agenda:

• Background
• Energy
• Euro
• Fundamentals
• Valuation
• Investment implications

To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and guest Kirk McDonald of New Energy Nexus dive into the lithium value chain.

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Agenda:

• Discussion about the value chain, what it looks like, what are some of the key numbers and opportunities
• What are the main hurdles for Australia, what is New Energy Nexus doing to help overcome
• War stories from companies that you are helping, interesting new techs.
• Government policy differences between China, US, Europe, Japan, and Australia.

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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For some months now, there’s been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in. But now it seems even more extreme. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rate markets are forecasting a pivot to rate cuts later in 2023.

They both can’t be right, and this week we looked at the arguments.

In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, weighed in on this matter.

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To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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This week we have Rosie Barnes from the YouTube channel @EngineeringwithRosie. She is a wind engineer and spends her podcasts explaining and analysing renewable energy technologies.

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We have Rosie on to look at:

• What are the most interesting technologies right now, which look like being able to continue to get incremental cost reductions?
• Which are the "home run" technologies that we should be watching in case there is a significant breakthrough?
• Rosie's thoughts on the evolution of energy markets and how we will see the transition to more renewable energy.

To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr look at the early results from reporting season and how expectations are changing.

We also scoot around the world looking at sector and country valuations. Where looks cheap, and which countries have run too hard?

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Agenda:

• Global Earnings overview
• Australia vs World
• Sectors
• Stocks
• Implications for markets

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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There are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish?

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we weigh in on this.

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Agenda: Fundamental Bears vs Technical Bulls

• 3 effects
• Economy
• Valuations
• Earnings
• Price Movement
• Investment Outlook

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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The turn of the year is when strategists and forecasters from around the globe look to their crystal balls and prognosticate on the likely events for 2023.

This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes.

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Agenda:

• Economic
• Geopolitical
• Investment
• Investment implications

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this week's investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss where we are up to with the 7 key long-term Investment trends that we have been covering for many years.

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Agenda:

• Inequality
• Demographics
• Female participation
• Rising debt
• Falling taxes
• Rising trade
• Energy costs

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss the many grey areas of ethical investing and how you can do it on your terms.

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Agenda:

• Defining Ethics, ASIC Crackdown
• Effect on portfolio performance
• What are the options
• What are the pitfalls

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discuss 2023's "odds-on recession".

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Agenda:

• Sharpest interest rate hikes in history
• House prices continue to fall
• Fixed-rate mortgages reverting to high variable rates
• Household consumption falling
• Record immigration to subdue wage growth

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed.

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Agenda:

• Increasing or decreasing?
• Proportion of GDP - level more important or change?
• Mortgage stress
• Investment implications

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr as they wrap up the year and discuss what lies ahead for 2023.

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Agenda:

• End-of-year reflection on themes and events of 2022, plus what to look out for in 2023
• Inflation
• Company earnings
• Valuation
• Central banks and when they will pivot
• Recessionary signs

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discuss the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a domino effect?

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There are two main issues:

1. The size of the crypto market and how much the 'negative wealth effect' from the falls could have.
2. Could we see a run on exchanges similar to what we saw with Lehman in the financial crisis?

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr with guest, Caroline DiRusso of The Daily Luxe, discuss the great insolvency facade and the luxury goods market. Caroline is a lawyer with 15 years of experience in commercial litigation and corporate insolvency.

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Agenda:

• The insolvency rules changed after the pandemic started removing a raft of liabilities
• After 3 years of very low levels of insolvencies, they are finally approaching more normal levels
• Are we due a "catch-up"? Or did the government transfers paper over the cracks for long enough
• What will be the effect of rising interest rates
• Is the tax office back as an instigator?
• What rule changes are occurring and might occur in the future

To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In this week's investment webinar, Nucleus Wealth is joined by Stephen Mitchell, CEO of Oak Capital, and Troy Stratton the CIO. We will be discussing the cracks that are starting to appear in the Australian property market. Oak Capital is an alternative non-bank lender and credit fund.

With the Australian property market in major flux, we take an on-the-ground look at what’s happening within the broader lending market, affordability and the differences in small vs large developers.

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Agenda:

• Pressures ramping up on borrowers in second tier lending market
• Tax office collection activity, including director penalty notices
• Rise of incomplete property scenarios
• Liquidity in market encouraging less sophisticated lenders to take large risk whilst chasing a race to the bottom on rates
• General view as to why Oak doesn’t engage in true development lending, and some of the scenarios they are seeing
• Investment implications

To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.

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Agenda: Are We Close to the Market Bottom?

• Evan's book Mind Over Money & the psychology of investing
• Asset Allocation
• Stock Selection
• Australian vs international
• Inflation
• The US results
• Investment implications

To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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 short supply and which ones are too hard to tell.

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Agenda: The Great Copper Panic

• Green Metals: do we have enough?
• Political Risks
• Myth busting
• The great copper panic
• Investment implications

To listen in podcast form click here

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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 respite in view for the Chinese property market.

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 whether this is the proverbial crash of the century.

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Agenda: Crash of The Century: Chinese Property

• Highway to hell
• Economic fallout
• Markets fallout
• Political fallout

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back to the rest of the world? Will Australian wages catch up or will rising interest rates cool wages down before they have the chance?

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss and look around the world at wage growth.

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Agenda: The one thing that can kill inflation

• Wage growth hot zones
• Wage growth mild zones
• Wage growth cold zones
• Services to Manufacturing and Back
• Locked up employees?

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.

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Agenda: Where is the next Lehman moment?

• US imbalances
• European imbalances
• Chinese imbalances
• Emerging market imbalances
• Australian imbalances
• Market implications

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.

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Agenda: Supply Chain

• Manufacturing
• Shipping
• Inventories
• Containers
• Cars
• Energy

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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 best-selling author of five books on the stock market and a behavioural finance expert with degrees in Psychology and Business. She and her business partner, Chris Tate, and have been running their repeat-for-free Mentor Program for the past 23 years. They provide simple techniques that you can implement straight away, and valuable resources to enhance your trading so you can maximise your profit potential.

To get in touch with Louise:

Facebook: https://www.facebook.com/TradingGame/

Twitter: https://twitter.com/TheTradingGame

LinkedIn: https://au.linkedin.com/in/louise-bedford

Youtube: https://www.youtube.com/tradinggame

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Money #FinancialFreedom #NucleusWealth

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

NucleusWealth #Corruption

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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.

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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.

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Agenda:

Global Earnings overview

• 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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

NucleusWealth #Corruption

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Earnings #NucleusWealth #Inflation

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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.

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

ChinaCrisis #PropertyInvestments #NucleusWealth

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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.

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

energycrisis #ACCC #NucleusWealth

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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.

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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

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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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.com/NucleusWealth

https://www.instagram.com/nucleus_wealth/

https://www.facebook.com/NucleusWealth

https://www.linkedin.com/company/nucleuswealth/

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 https://nucleuswealth.com/

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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

investmentpodcast #QuantRubble #NucleusWealth

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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 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=direct&utm_campaign=podcast

Find us on social media:

https://twitter.com/NucleusWealth https://www.instagram.com/nucleus_wealth/

https://www.facebook.com/NucleusWealth

https://www.linkedin.com/company/nucleuswealth/

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 https://nucleuswealth.com/

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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

NucleusInvestmentInsights #investmentpodcast #gold #commodities

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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.pdfAgenda: 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 disingenuousTo 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/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucl...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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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

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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.pdfThere 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 productionTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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 rulesMoney laundering into Australian propertyInternational perceptions of AustraliaWill a new government finally lead to reform?View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/06/The-Lucky-Laundry.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: * Current Affordability Interest rate forecasts Impact on Aussie households and economy Is there a property crash brewing? Investment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: 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 implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: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=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: Is the great China reckoning upon us?China’s property crashCan China beat OMICRON?Monetary and fiscal policy pushing on a stringThe impossible trinityThe next shoe to dropYuan, yuan, yuan!Implications for marketsTo 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/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucl...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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: Markets are no longer expensive… Is it time to buy?Valuation overviewGlobal tightening, fiscal and monetaryEuropean economy, the war and energyChinese economy, the property bust and COVIDUS economy and the FedImplications for marketsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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%.

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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.pdfAgenda: Will the earnings boom continueEconomic slowdownTop down US EarningsRegional EarningsSector earningsIndividual stocksInvestment outlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: Movements in bond yieldsGlobal tightening, fiscal and monetaryEuropean economy, war and energy shockChinese economy, property bust and COVID shockUS economy, inflation and interest rate shockSpanish Flu analogyImplications for marketsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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

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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.pdfAgenda: Effect of Ukraine war on solar demandSolar pricingSupply chain interruptionsShort term pain, long term gainInvestment outlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/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 https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda: A history of the Australian economyPolicy platformsThe soft side of economicsTax arbitrageInvestment outlookTo 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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 pricesHow to value propertyProperty macroeconomicsEffect of rising interest ratesBuying vs rentingProperty vs sharesView the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/04/rising-rates-will-crush-house-prices.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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 recessionGlobal tightening, fiscal and monetaryEuropean economy, the war and energyChinese economy, the property bust and COVIDUS economy and the FedSpanish Flu analogyImplications for marketsView the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/The-six-horseman-of-global-recession.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pptxOn the agenda:Russian default and fall outFinancial plumbing issues from removing RussiaRising HY spreads globally and funding pressuresChinese developersRising CDS prices, implicationsAustralian funding availability, cost of bank debtLeverage and hedge fundsEffect of interest rates on house pricesTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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_.pdfOn the agenda, Interest rates rising. Is that the end of rising house prices?Debt burden, how much can interest rates riseTrade-off between goods, services and housing expenditure by consumersStructural change in demand for housesInflationary constraints (supply chain’s Minsky moment?)Affordable housingTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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.pdfAgenda:Latest situationAnatomy of a blow-offEffective sanctionsSupply elasticityDemand destructionRisks: Financial crisis / Recession / Supply chain risks / RetaliationAll about the FedInvestment Impact To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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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

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In this investment podcast, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr will take a look at the investment fallout from the recent invasion of Ukraine by Russia.View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/Goldilocks_Russian_Bear.pptx.pdfAgenda:Asymmetric risksFinancial crises possibilityRecessionSupply chainsCyber attacksLimited upsideTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr are joined by Salvatore Babones to discuss his brand new book "Australia's universities: can they reform?"View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/02/Australias-universities_-can-they-reform.pdfAgenda:Are Australian universities really underfunded?How many international students is too many?Have universities wasted their funding?Has teaching quality been eroded over past decade?Is international education really our “4th biggest export”?Can international student numbers be rebooted? Do we want it?Is the university rankings system a ‘ponzi scheme’?Can we improve the university system?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss Australia's record breaking labour market and dissect the latest employment data that's hot of the presses todayTopics discussed:ABS January Labour resultsTightest jobs market in generationsRole of closed bordersImplications for wagesImplications for interest ratesView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/02/Australias-record-breaking-labour-market.pptx.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#employmentrate #labourmarket

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In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if the Inventory Super-cycle is finally endingTopics covered:PMIsA typical inventory cycleToday’s inventory / salesRetail salesCapacity expansion?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 and Samuel Kerr are Authorised Representatives of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.#supplychains #inventories

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In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr detail if the Market Meltdown will continueTopics on the agenda today:Bull case for marketsSupply chainWage GrowthChinaEarningsValuationTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #s&p500 #stocks

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In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market's crash landingAgenda:- After 30 years of boom, the Chinese property development market is going bust.- Signature policies of “three red lines” and “common prosperity” has triggered it.- The goals are social equity, demographic dividend and ending capital misallocation.- State of the market.- State of policy supports.- Triggers and futures moves.- Iron ore and metals.- Investment implications.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#china #chineseproperty #chinaproperty

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In today's investment podcast, Martin North of Walk The World joins Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr to discuss if Australian Property will continue to boom in 2022View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/01/DFA-12-Jan-2022.pdfOn the agenda:- Latest household mortgage stress data- Postcode stress mapping- Scenario analysis on what's next for Australian property- Viewer questionsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausecon #australianhousing #australianproperty

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Advisor Sam Kerr illuminate us on why immigration is the key to Australian interest rates in 2022View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/immigration-employment-and-interest-rates.pptx.pdfOn the agenda:- After 11 long years of interest rate cuts, many commentators and markets are forecasting a rise in the official cash rate.- Whether Australian inflation picks up largely depends on wage growth, which has undershot RBA forecasts for a decade.- The planned reboot of pre-COVID levels of immigration will suppress wage growth and ergo inflation, meaning interest rates could remain lower for longer.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#immigration #rba #interestrates

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Senior Financial Advisor Sam Kerr cover the different ways you can invest ethically, how ethical investing really works, why you might consider it, and the investment impacts of the decisionView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/how-to-make-your-ethical-investment-effective.pdfOn the agenda:Defining EthicsEffect on portfolio performanceWhat are the options for ethical investingWhat are the pitfalls of ethical investingTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ethics #ethicalinvesting

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In today's investment webinar Nucleus Wealth's Chief Economist Leith van Onselen, and Senior Financial Advisor Sam Kerr discuss the signs we're seeing of another lost decade for the Australian EconomyView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/another-lost-decade.pdfOn the agenda:The Australian economy set to boom in 2022.But another lost decade looms once stimulus has run out.2010s was the worst decade for Australian living standards on record.2020s is shaping up to be a repeat.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausecon

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In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr cover our 7 key long term Investment trends for 2022View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/megatrends.pptx.pdf On the agendaWhat is a long term trendWhat are the 7 key long term trends?How to use them in investmentInvestment OutlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#stockmarkets #trading #investing

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by Wadzanai Nenzou to help you traverse the path to buying your first sharesEmpowering you to develop money and investing as tools for living your fullest life.You can find Wadzanai at http://www.herconomics.com/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #shares #investment

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Senior Financial Advisor Sam Kerr discuss various scenarios for how Omicron may play out, and subsequent investment market impactsView the slides: https://nucleuswealth.com/wp-content/uploads/2021/12/omicron-market-impacts.pptx.pdfOn the agenda:Virus BackgroundKey UnknownsGovernment and people reactionsOMICRON scenariosTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#stockmarkets #trading #investing

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In today's investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr sit down to discuss the recent falls in the Australian Dollar, gains in the US Dollar, Iron Ore price coming off, and ultimately answer the question, has the Australian dollar bottomed?View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/has-the-australian-dollar-bottomed.pptx.pdfOn the agenda:Structure versus cycleFive drivers: Terms of trade, yields spreads, technicals & sentiment, USD.OMICRON scenariosTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#forex #australiandollar #AUD

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Senior Financial Advisor Sam Kerr to shed light on how you can use Superannuation to help you in purchasing your first home.Empowering you to develop money and investing as tools for living your fullest life.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#superannuation #firsthome #ausproperty

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Senior Financial Adviser Sam Kerr and Bruce Thompson of Greensync discuss the Future of EnergyOn the agenda:- Future of energy markets/grids; off-grid vs national vs local- Solar & Batteries; cost reductions, technology improvements- Chinese competitionYou can find Bruce at Greensync: https://greensync.com/To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#energy #renewables #renewableenergy

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if supply chains are brokenView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/supply-chain.pdfOn the agenda:Two scenarios to drive the marketLumberShippingSemiconductorsCarsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#supplychains #inflation #logistics

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by the CEO of the Australian Shareholders' Association, Rachel Waterhouse to shed light on how you can get your voice heard as a retail shareholderEmpowering you to develop money and investing as tools for living your fullest life.You can contact Rachel at ceo@asa.asn.auSign up for the ASA's Virtual Investment Forum on Nov 23&25 and use code VIF20 for 20% off at checkout: https://www.australianshareholders.com.au/Public/Resource_centre/Virtual_Investment_Forum/Public/Education_events/Virtual-Investment-Forum-2021.aspxTimestamps:00:00 Introduction1:36 Rachels background to this point2:46 What is ASA and what does it do?3:50 Rachel's background informing her current role4:30 Why does governance matter in organisations?5:49 Why is strength in numbers so important 7:02 Why does good governance = good performance?8:02 focus areas for ASA recently10:03 Annual General Meetings11:04 Typical members of ASA?12:55 SMSF's14:06 asa member meetings15:09 how do people become members of asa16:00 current AGM trends this season18:30 Special offer: upcoming virtual investment forumTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#asx200 #australianshareholdersassociation #retailinvesting

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Officer Jayden Stent dive into The Iron Ore Catastrophe that's currently unfoldingView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/The-Iron-Ore-Catastrophe.pdfOn the agenda:Chinese construction hard landingIron ore incredibly oversupplied short termIron ore ridiculously oversupplied medium termIron ore ludicrously oversupplied long termOther commoditiesImplications for minersImplications for AustraliaTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ironore #steel #commodities

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In today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent cover the RBA losing control of Interest RatesView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/rba-loses-control.pptx.pdfOn the agenda:- Forward guidance- Bond yield changes- Bank Lending- Commodities & AUD- Immigration & Students- Investment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#RBA #interestrates #reservebank

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In today’s investment webinar (LIVE 12:30pm AEST), Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent uncover if Company Profits are booming or busting?On the agenda:Top down US EarningsRegional EarningsSector earningsInflationIndividual stocksInvestment outlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#companyprofits #reportingseason #companyearnings

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In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discussing if an Energy Crisis is inevitableView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/10/Energy.pdfOn the agenda:Roll up for the amazing energy bubbleDemand driversSupply driversPaths of resolutionInvestment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#energy #fossilfuels #renewables

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In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation!View the slides: https://nucleuswealth.com/wp-content/uploads/2021/10/Stagflation.pdfOn the agenda:* US inflation strong * Chinese inflation weak, except for US * Commodities battleground/energy crisis * Monetary and fiscal policy * Australian inflation * Investment implications

Timestamps:00:00 Introduction & agenda01:48 What is stagflation?03:14 US Inflation10:17 Commodity prices13:02 Biden's infrastructure plan21:45 Can MMT & Stagflation co-exist?23:19 Chinese inflation weak29:15 Commodity and energy prices53:05 Australia55:18 Broad investment implications1:01:02 Dominic Perrottet wants to resume mass migration1:08:30 Gold1:10:13 Iron oreTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#stagflation #inflation

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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 Matt03:20 Bank funding & CLF09:30 Why are Australian banks so profitable?18:10 Are these changes a signal that govt will stop pushing house prices?New Zealand housing market29:30 Will Aus follow suit and raise rates?35:10 Wage growth36:50 USD vs AUD41:05 Worst case scenarios for the big 4?45:15 TFF46:20 Bond rates48:00 The RBA following other global banks52:45 Macro look at US economy55:55 Europe and their ties to China57:20 Where you can find MattTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#aussiebanks #big4 #big4banks

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro sit down to discuss China's new Economic contagion (their construction sector)View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/the-new-chinese-contagion.pdfOn the agenda:- Evergrande a symptom, not a cause- World wages rebounding- Structural changes are muddying the water- Australia has different issues- Investment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#china #evergrande

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by Martin North of Walk The World to discuss what Lenders Mortgage Insurance is, and why you should avoid paying it.Empowering you to develop money and investing as tools for living your fullest life.Timestamps:00:00 Introduction02:20 What is Lenders Mortgage Insurance? And when you need it06:05 Possibility of getting a refund on Lenders Mortgage Insurance08:10 Large amount of population not knowing what LMI is10:56 Did LMI come up in Royal Commission?12:00 Alternatives to avoid LMI14:35 Martin's view on the property market going forward18:09 Recap21:10 Another way of avoiding borrowing over 80%26:04 Banks providing LMI themselves28:20 Where you can find more of Martin NorthTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianproperty #australianhousing #lendersmortgageinsurance

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by Private Debt specialist Jonathan Rochford of Narrow Road Capital, and Insolvency expert Barry Kogan of McGrathNicol to answer the question "where are all the broke companies"Get in touch with Jonathan: https://www.narrowroadcapital.com/Get in touch with Barry: https://www.mcgrathnicol.com/our-experts/barry-kogan/Timestamps:00:00 Introduction & background03:00 What Barry's been seeing in insolvency markets07:00 Debt rules changes09:50 What Jonathan's seeing in distressed debt markets12:05 Changes in debt & insolvency markets20:02 Effect of JobKeeper & JobSeeker22:20 Deferred bank loans and repayments26:00 Small business loans and bankruptcies42:46 Small retail landlords & office space52:50 Evergrande1:02:05 Australian property1:06:05 Iron OreTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#debt #insolvency #bankruptcy

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we'd suggest fixing itFor many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way more expensive than it is. If we fix just some of the least contentious issues, the Shiller P/E looks almost 25% cheaper.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/Shiller-pe.pdfOn the agenda:Background on the Shiller P/E and why it's been distortedThe simple changesThe complex changesInvestment outlookRead our articles on the topic: https://nucleuswealth.com/articles/trump-broke-the-shiller-pe-here-is-a-simple-fix/https://nucleuswealth.com/articles/cape-crusader-advanced-version/To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by space investment professional Andrew Barton to discuss opportunities in the industry and if your portfolio needs spaceGet in touch with Dr. Barton: https://www.linkedin.com/in/bartox/Timestamps:00:00 Introduction01:26 Recent breakthroughs and cost changes09:10 Landscape of the industry13:35 Space tourism and Price to put kgs in orbit16:20 How other countries are competing21:05 Space tourism23:00 Refuelling rockets26:54 Manufacturing in space30:35 Markets to consumers33:18 Space X Starlink38:40 Asteroid mining51:06 Space Law52:49 Space race55:00 investment implications56:40 Andrew's work with startupsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #portfolio

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Steve Crawford of Experience Wealth to demistify the process of what goes into buying your first house.Empowering you to develop money and investing as tools for living your fullest life.Get in touch with Steve: https://experiencewealth.com.au/Complimentary cashflow starter kit: https://bit.ly/EXW-Cashflow-Planning-Starter-KitTimestamps:00:00 introduction02:15 What is money coaching?05:00 Why Steve founded Experience Wealth07:42 Buying first house12:30 where does someone start?18:31 Why are you buying it?25:00 Housing Affordability40:45 Getting advice & finding someone to trust43:44 Approval process & finding a good mortgage broker50:10 Where to get in touch with SteveTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianproperty #australianhousing #firsthomebuyer

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy's Hard LandingView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/The-Chinese-Economys-Hard-Landing.pdfTimestamps:00:00 intro01:20 Background on China's current economic situation09:53 Is this time different?18:30 Scenario one, hard landing in old Chinese economy26:14 Scenario two, hard landing in a wider economy33:20 Scenario three, bailout and boom36:43 Where is China's economy in 5 years?40:30 What does this mean for markets?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#china #ausecon

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In today's investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro set the scene for the rocky economic path out of lockdownsView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Will-Australian-economy-bounce-back.pdfOn the agenda:- The consensus view is that Australia’s economic rebound will be swift once lockdowns ease.- But there is good reason to believe that recovery will be patchy this time around given we won’t eliminate the virus.- More policy stimulus will be required.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausecon

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Rachel Alembakis of FS Sustainability to break down what the Intergovernmental Panel on Climate Change's (IPCC) latest report on climate change means, and what we can do with our investments to help shape our future. Empowering you to develop money and investing as tools for living your fullest life. Subscribe to FS Sustainability's free newsletter here: https://www.fssustainability.com.au/subscribe?type=fssustainability&utm_source=Nucleus+Wealth+Empower&utm_medium=Podcast&utm_campaign=FS+Sustainability+subscriptions Find FS Sustainability on twitter: https://twitter.com/FSsustain Timestamps: 00:00 Introduction 01:13 Rachel's background 6:12 Who are the IPCC and what does the report say? 10:36 Impacts on Australia 13:25 Sustainable Investing 22:00 Actionable steps you can take to make our investments more sustainable 23:59 Greenwashing 26:36 No legal definition of ESG 30:15 Types of ESG Investing 35:25 Divesting 40:08 Personal Consumption 47:25 Your vote is your voice 48:48 Philanthropy 49:55 Where you can follow Rachel's work 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/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ethicalinvesting #sustainableinvesting #IPCC

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss if wages will grow in 2021 - 2022View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/will-wages-grow-in-2021-2022.pdfOn the agenda today:A decade of stagnationWorld wages reboundingBut structural changes are muddying the waterAustralia has different issuesInvestment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#wages #wagegrowth

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss what's seemingly been the shortest commodity supercycle everView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Shortest-commodity-supercycle-ever.pdfOn the agenda:No more talk of a commodity supercycleMacro perspectiveChinaMicroInvestment ImplicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#commodities #commodity #commoditysupercycle

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In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Financial Advisor Mark Monteiro explore reporting season, and if the profit boom can lastView the presentation slidesOn the agenda:Top down US EarningsRegional EarningsSector earningsInflationIndividual stocksInvestment outlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausecon

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In today’s investment webinar Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare!View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/07/Beware-the-growth-scare.pptx.pdfOn the agenda:This is a risk scenario, not a base caseChinaUSOffsetsAssetsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#growthscare #chinaeconomy

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Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by CBA's Head of Australian Economics, Gareth Aird to discuss Australia's Remarkable Jobs Recovery.On the agenda today:Australia’s unemployment rate fell to decade low in June.Tightest job market in decades.Drivers: Stimulus and closed borders.How low can unemployment go? And will it translate into higher wage growth?Will current lockdowns ruin the rebound?Implication for monetary policy.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausecon

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller use the latest June property reports to investigate if you're currently better off renting or buying Australian housingUse the Australian property calculatorTopics covered:* Housing market valuation * Latest Stats * Macro outlook * Rent or Buy? * Investment Implications

View the presentation slidesTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianhousing #rentorbuy

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Suraj Pabari and Ari Yeganeh of the purpose project for a career and purpose centric discussion with two recent highschool grads, Eloise & Alex.Empowering you to develop money and investing as tools for living your fullest life.You can find Ari & Suraj at https://www.thepurposeproject.com.au/Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's investment webinar, Nucleus Wealth's Chief Economist Leith Van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller disucss the quarterly MacroBusiness Australian property report.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/07/MB-property-podcast-8-07-2021.pptx.pdf As we round out what has been an incomparable financial year in so many ways, our focus today is fixed on Australia’s favourite asset class – property.All capitals ended the financial year with double-digit price growth except for Melbourne and Perth, and nationally, dwelling prices jumped by 13.5 per cent, the highest annual growth rate in 17 years.But will the reluctance by both mainstream political parties to let housing behave like a healthy market and fall, resetting the market, exacerbate Australia's housing affordability problem and allow the gap between the home ownership haves and have-nots to widen?On the agenda:* Strongest property price growth since 1989 * Mortgage market booming * Economy booming * Lack of supply * How long can the boom run?

To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianhousing #australianproperty #ausecon

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In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller turn their attention to the finer arts of value and growth investment styles.Today's episode will focus on the two major styles of investment, how they've fared recently. and how they influence our portfolio’sView the slides: https://nucleuswealth.com/wp-content/uploads/2021/07/value-growth.pdf On the agenda:* Quant Recap * What is working * Low vol * Momentum * Growth * Quality * Value * Outlook

To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#valueinvesting #investing #growthstocks

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with our Head of Advice Tim Fuller to explore Tim's top 4 tips for the new financial year!Empowering you to develop money and investing as tools for living your fullest life.Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#financialyear #investing #superannuation

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In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller take the opportunity to talk through the FAANG (Facebook, Amazon, Apple, Netflix, Google) stocks, as well as a broader look at quality and growth stocks. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/FAANG.pdf On the agenda: Looking at the FAANG tech behemoths: Facebook, Google, Apple, Microsoft, Amazon. 1. Quality / Value / Growth and inflation. How different strategies will perform in different environments. If inflation is going to fade then these are the most likely beneficiaries 2. Structural Changes. Changes in industry environments that are biasing toward these companies 3. Valuation. How expensive are they? 4. Growth crash. How would they hold up if markets crash? 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://linkedin.com/company/nucleuswealth Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#faang #investing #stocks

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In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the continuing saga unfurling with China, our biggest trading partner.View the slides: https://nucleuswealth.com/wp-content/uploads/2021/06/Chinas-Iron-Ore-Revenge.pdfAs the behemoth in demand of global commodities, it makes a lot of sense to consider China’s real influence in both global and local economies, and it seems ours is squarely in the cross hairs.News out this week saw the Chinese National Food and Strategic Reserves Administration declaring they will release state stockpiles of metals including copper, aluminum and zinc, bolstering local supply and causing havoc with global miner stock prices.On the agenda:Friends - frenemies - enemiesIron ore market cycleIron ore market structureInvestment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausecon #ironore #commodities

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to discuss our thoughts on Finances during your 20's.Additionally, two twenty-something's from the Nucleus Wealth team join the discussion to pick Tim's brain; marketing officer Jayden Stent and client liasion specialist Aileen Chong.Empowering you to develop money and investing as tools for living your fullest life.View the slides: https://nucleuswealth.com/wp-content/uploads/2021/06/finances-for-20s.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#millenialinvesting #investing #finance

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In today's investment podcast Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-ep3.pdfOn the agenda:* Now vs History * Commodity prices * Inventory Cycle * Scenarios * Investment positioning

This week we complete our final show on our contrarian view, that both the rebound in asset and material prices and the enormity of financial support pumped into economies is now going to spill into the potential for higher levels of inflation.If you have only just tuned in, feel free to check out our previous two shows on the topic, where we covered issues that caused inflation in the 1970s and how the rules have changed since then. We looked at technology being inherently deflationary. Net result: a financial system overengineered to prevent inflation.Now, it is time to put all these drivers into practical portfolio action. Today we are going to run through a number of scenarios and the strategies we are employing to both protect portfolios whilst taking advantage of the opportunities found in this contrarian view.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#inflation #ausecon #investing

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation.You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-and-supply-chains.pdf The inventory rebuild/supply chain “pig in the python”. The price signals of today are creating the excess capacity of tomorrow.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#inflation #ausecon

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Investment Damien Klassen to discuss what inflation is, and why too much, or too little can be a negaitve for the economy. Empowering you to develop money and investing as tools for living your fullest life. If you'd like to learn more about our view, you can read our articles on inflation: https://nucleuswealth.com/articles/beware-the-inflation-snap-back-part-1/ https://nucleuswealth.com/articles/beware-the-inflation-snap-back-the-china-problem-part-2-of-4/ 00:00 Introduction 1:35 What is inflation? 6:27 Are inflation and deflation bad? 10:45 What causes inflation? 12:14 Why we haven't seen inflation in recent years 18:35 Is inflation back? 24:38 Why inflation's important to investors 26:38 What we're doing with our inflation view 29:04 Hedging your investment bets 30:53 The relationship between inflation in different countries To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#inflation #deflation #economics

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In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation. View the presentation slides https://nucleuswealth.com/wp-content/uploads/2021/05/inflation.pdfTopics on the agenda: * Inflation today is not the same as inflation in the 1970s. * Commodity inflation is far more leveraged to Chinese stimulus than developed market stimulus. And the signs are ominous.

To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#inflation #ausecon

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Treasurer Josh Frydenberg handed down his second “pandemic budget” for 2021-2022 amidst a backdrop of continuing uncertainty. Acknowledging that the virus is a continuing threat to lives and livelihoods, this budget is again framed to prioritise jobs and investment.View presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/05/australianbudget.pdfAs well as stimulus measures, the focus has been on structural reforms across many of the government portfolios. Skills, infrastructure, deregulation, and digital transformation are all featured, together with a continued emphasis on services.The current and projected hit to immigration, one of Australia’s favourite growth levers, has seen our per capita income look remarkable as the labour market tightens and more jobs are serviced by local unemployment.If there was one main takeaway, it is that budget deficits are here to stay. As we will cover more in the show, our historical habit of big budget deficits will continue, taking advantage of the extraordinary low interest rate environment we find ourselves in.But where is the money going to come from? In normal times, central banks want to keep their independence from spendthrift governments, to fortify their inflation-fighting credibility. For now the RBA appears to be in lockstep with Canberra in keeping their foot flat on the expansionary pedal.We take some time today to assess and summarise our take on the budget, and consider if we stand at a post pandemic turning point, or run the risk of falling back into the poor policies of the past.In this week's investment podcast, Nucleus Wealth’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate if 10 years of Australian budget defecits actually matterOn the agenda today:Key budget parametersDoes a decade of budget deficits matter?Back to a ‘Big Australia’.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianbudget #21budget #ausecon

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by Harry Goldberg and Tristan Scifo of Purpose Advisory to explore the process of life planning, and the effect it can have on our lives.Empowering you to develop money and investing as tools for living your fullest life.Resources to create a life plan: https://purposeadvisory.com.au/blog/f/what-are-the-best-resources-for-creating-a-life-plan 00:00 Introduction03:13 What is a life plan?11:49 Resistance to life planning21:25 Balancing the now with the future25:04 Working through a life plan27:23 Beginning a life plan30:24 Different styles of life planning33:07 How long does a life plan take?35:54 Different tools you can use to assist in the processTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#financialplanning #finance #money

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This week our attention turns to the growing electrification of our world. Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by energy aficionado Paul Martin to help us determine if battery tech will ice the petrol carYou can read Paul's articles here: https://www.linkedin.com/in/paul-martin-195763b/ Timestamps:00:00 intro01:27 video starts04:40 Elon Musk's quote19:45 price of renewables25:50 Government policy on climate28:56 Switching the whole grid to EV's33:40 How low can battery costs go?39:58 Moving away from combustion engines44:30 Moving away from fossil fuels47:05 Natural gas54:33 Solid state batteries1:09:45 Tesla's battery use1:12:40 HydrogenWhilst for most of us this is probably the most noticeable in the evolution of our gardening equipment, leading the vanguard of the new era in “powered by power” devices is the electric vehicle, or EV.Tesla, with the help of significant US government support, has spent the last decade or so dragging the western automotive industry from its rusted-on adherence to fossil fuel powered engines, into the 21st century and beyond.As electric vehicles have been proven to be, not just the future, but the near future, more and more established players have been forced to develop and adapt their own vehicle production methods to try to stay relevant.With all emerging technologies, and in particular big tasks like redefining how our vehicles are powered, there comes engineering challenges, alternative energy approaches and vested interests.Several energy sources have been offered as alternatives to batteries, with hydrogen being brought to the fore as a potential suitor with some noteworthy advantages, on the surface anyway. But more on that in the show.To help colour in the exciting and long overdue revision of reenergising global transport we are lucky to be joined on the line, from Canada, by energy aficionado, Paul Martin.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#electricvehicles #batteries #renewableenergy

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In today’s investment webinar, Nuclues Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss why it’s time to move assets offshoreView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/05/moving-assets-offshore.pptx.pdf Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that have come after the previous two crises, the Global Financial Crisis and Tech Wreck. Those two crashes were led by the US and the recoveries led by China. This time around, the crisis was led by China and the recovery will be led by the US.The difference is crucial to asset returns over the coming cycle. Aggregate global growth may appear to be the same at the headline level, but with the US the growth engine and China the caboose, the range and order of asset cars arrayed between them will be very different. So will be the returns for each.Moreover, these cyclical forces will further be buffeted by epochal shifts in structural forces shaping the global economy which have, if anything, changed even more dramatically in the past few years.What this means is that now is the time for investors to abandon Australia for global assets.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#stockmarkets #globalstocks

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Exploring the narrative that ran for much of 2020 that when bad economic news is delivered, it's actually good news, because central banks and governments would step in and do more to support the economy. 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianhousing #australianproperty #aussiehousing

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Today we turn our eye back to Australian property as low interest rates has fuelled a marked surge in demand as the economy rebuilds post pandemic.What has emerged however, is a two speed house price boom. With a superb run up in prices of suburban houses, as space and isolation are sought, prices of inner-city apartments, typically favoured by investors, have languished.To help colour in exactly the extent of these falling rents, we are lucky to be joined by friend of the show Martin North, who is founder of boutique research firm, Digital Finance Analytics.View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/australias-two-speed-housing-market-with-martin-north.pdfYou can find Martin North at https://walktheworld.com.au/00:00 Introduction02:40 Agenda03:05 Australian property affordability15:15 Will the Government intervene if house prices get too high?20:27 Supply of Australian property23:40 Developers being able to get finance25:01 Property values28:25 Apartment prices well done33:00 Australian housing affordability41:25 How many property investors are underwater44:00 Why property prices have risen44:38 Effect of inflation and macro factors on Australian property51: 45 Net rental yield heatmaps57:35 Where to invest on a cashflow basis58:24 Strong Regional growth1:02:35 Interest rates going forward1:05:45 Our viewer question of the weekNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianhousing #australianproperty #aussiehousing

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In today's investment podcast, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by property buyers advocate Catherine Cashmore to get an on the ground look at Australia's housing boom. You can find Catherine at https://cashmoreco.com.au/View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/frontlines-of-australias-housing-boom.pdfAfter a tumultuous 2020, that saw rocky and rebounding equity markets, emergency stimulus and both rental eviction moratoriums and bankruptcy protections.Add to this the snapping shut of international arrivals, it would be safe to assume that even our most resilient of markets, property, would be showing signs of pressure under these circumstances.For those states enduring lockdowns, this was particularly true, as inspections and auction opportunities become limited and sale volumes slowed.The story quickly changed however as the lockdowns eased, with an explosive mix of pent-up demand, record low interest rates and the hunger for space and lifestyle seeing both cyclical regions and urban detached housing catapult prices with vigour.Agenda:Strongest growth in property prices since 1988Mortgage market boomingAuction market boomingLack of supplyHow long can the boom run?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianproperty #australianhousing #ausecon

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Investments Damien Klassen to unpack our monthly investment performance reportsEmpowering you to develop money and investing as tools for living your fullest life.View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price-Fundamentals.pdf View the March Performance Report: https://nucleuswealth.com/performance/march-2021-performance/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investment #investing #investmentperformance

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With vaccine clotting issues causing delays to rollout worldwide, MB Fund's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/04/Vaccines.pptx.pdf Locally, our own federal government is currently under fire for a slow and troubled rollout that has seen it dump its goal of having everyone receive at least one jab by October, and uncertainties have prevented any new deadlines being set. But vaccination efforts have not been without their own problems, with serious side effects emerging from several of the major vaccines which is turn is hampering widespread delivery and destroying fragile public confidence in getting the jab. So now the question remains, will these surfacing vaccine issues manage to infect the current elevated confidence in global stock markets, and what steps can be taken to protect investment portfolios? On the agenda: * Vaccine background * Investment effect of slow vaccine rollout * Investment effect of Sinovac problems * Investment effect of uneven economic growth / emerging market debt * Investment effect on Value vs quality vs growth

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=podcastLearn 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://linkedin.com/company/nucleusw...​ 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 https://nucleuswealth.com/?utm_source...​. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#stockmarket #investing #investmentmarkets

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In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Investments Damien Klassen and Client Liason Specialist Aileen Chong to explore the fundamentals of house pricing. Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price-Fundamentals.pdf Referenced house price article: https://www.theguardian.com/money/2021/apr/05/bubble-or-boom-why-ultra-low-interest-rates-mean-house-prices-may-never-bust Our property calculator: https://nucleuswealth.com/property-calculator 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://linkedin.com/company/nucleusw...​ 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 https://nucleuswealth.com/ 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 #houseprices #propertymarket #housingmarket

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Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss where next for the Australian dollar.View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/AUD.pptx.pdfOn the agenda:Global and Australian growthInterest rate differentialsInvestor sentiment and technicalThe relative strength of the US dollar.Investment ImpactsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#aud #australiandollar #currency

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In the inaugural episode of our Nucleus Wealth Empower podcast, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to talk about all things Superannuation Empowering you to develop money and investing as tools for living your fullest life.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new challenge lies in optimising global coverage that positions for growth whilst ensuring some downside protection is maintained.View the presentation slides - https://nucleuswealth.com/wp-content/uploads/2021/04/global-positioning.pdf In today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss Nucleus Wealth’s recent positioning in global equitiesOn the agenda:Global equities boomAustralian DollarFiscal Guns loadedCentral BanksInvestment outlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question "Are we experiencing a Commodity Supercycle?"View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/supercycle.pdfAs the world is tiptoeing its way out of the coronavirus pandemic, the consequent surge in the price of energy, metals and crops is highlighting the strengths of some economies and the vulnerabilities of others. Rising commodity prices have strategists asking if resurgent demand for raw materials and insufficient supply will create a new commodities supercycle.Whilst price swings, of course, are as old as business itself, a commodities supercycle is different, however.On the agenda:Why a commodity supercycle is different to regular price swingsSupply & Demand of commoditiesCost curvesInvestment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication 'Reset: restoring Australia after the pandemic recession'.You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2021/03/Reset.pdfThe pandemic has brought immense disruption to the Australian way of life, but at the same time there are now opportunities that lie ahead in the post pandemic restoration of the Australian economy. Issues like the right level of immigration, the importance of government taxation and support with a focus on how it appropriately applied, to a complete review on the creation and distribution of the nation’s energy resources, have now been given a rare chance to be reviewed, and potentially reset.The challenge now lies ahead for policy makers to leverage, and not squander, this luck into meaningful change, and embrace new thinking to ensure prosperity into this century.Restoring Australia post pandemic is a huge topic, and worthy of a considered approach, so we are lucky to joined in the studio today by Professor Ross Garnaut to discuss the core takeaways of 'Reset'.On the agenda:Economic background to pandemic recessionSolutions: Full employmentSolutions: Optimal debtSolutions: TaxSolutions: Energy and Climate ChangeInvestment outlookYou can purchase Ross Garnaut's 'Reset' here: https://www.blackincbooks.com.au/books/resetTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Chairman of the Merricks Capital Investment Commitee give the rundown on seeking value in alternative markets.On the agenda:An overview of the crisis - vaccines, recovery, asset classes to watchReal estate - residential, development & officesDebt marketsInflationOur investment outlookTo 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 reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...​.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investments #investmentmarkets #investing

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Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing's recent upwards roar.You can find Cameron at https://www.fresheconomicthinking.com/View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/Aussie-property-boom.pdfOn the agenda:Strongest growth in property prices since 2003Mortgage & Auction markets are boomingLack of supplyHow long can the boom run?Investment outlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianhousing #australianproperty #aussiehousing

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Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressuresView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/inflation-oasis-or-mirage.pdfOn the agenda:Inflation factors: commodity prices, supply disruptions, structural & cyclical factorsDeflation factors: wages. China & expectationsHow to invest in inflationTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#inflation #investing

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Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/bull-case-for-investment-markets.pdfGlobal equities, as of this week, have gained around 70% since the nadir of the market falls in march—an outcome few would have predicted during a global pandemic.But will high levels of monetary and fiscal support, coupled with the kicker from vaccine deployment, be a strong enough support to activity and earnings?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investmentmarket #bullmarket #investing

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Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial adviceView the slides: https://nucleuswealth.com/wp-content/uploads/2021/02/Art-of-financial-advice.pdfOn the agenda:When do you need advice?What can advice offer you?What is the process for advice?What options are there for advice?Why pay for ongoing service?The evolution of advice has begun!To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#financialadvice #stockmarket #investing

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to determine if Gamestop (GME) spells game over for hedge fundsYou can find Nick at https://www.resonantam.com.au/Agenda:Reddit targets: Gamestop + othersThe future for short sellersOptions marketsRobinhood and trading on marginPrime brokers and financial market plumbingETF compositionInvestment OutlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#gamestop #GME #wallstreetbets

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Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining is experiencing a short-term blip, or a structural boomView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Mining-short-term-blip-or-structural-boom.pdfYou can find David at http://www.globalminingresearch.com/On the agenda today:Gold: relationships between gold miners & gold priceIron ore & Lithium: how high can they go?Copper: effect of electric vehicles & solar on copperInvestment OutlookTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#mining #coal #fossilfuels

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Will Joe Biden cause Markets to boom or bust? Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller will seek to answer this in today's episodeView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Biden-boom.pptx-1.pdfPresident Joe plans to begin immediately unwinding his predecessor’s policies on immigration, climate and other issues on Wednesday with at least 15 executive actions. With these changes comes the promise of $1.9 Trillion in new stimulus to help the economy steady itself as it grapples with overcoming the pandemic.On the agenda:Senate impasse or not?Stimulus & PoliciesMinimum wageBidencareTax hikeTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#biden #investing #investmentmarkets

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Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid podcaster, and the Chief Derivative Market Strategist of Big Picture Trading, Patrick Ceresna.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/20210114-slides.pdfYou can find Patrick at: https://bigpicturetrading.click/We wanted to bring Patrick on to get a trader's perspective of current macroeconomic and trading trends such as:- Growth stocks vs Value stocks- Oil & industrial metals- Using Options in portfolios- Forex and Bond ratesTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #trading #investmentmarkets

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George investigate how high Bitcoin can go.We give a background on the technology used in Bitcoin, a breakdown of what private money (like Cryptocurrency) is, how and why Bitcoin is valued, and analysis of what this means for Bitcoin in times of crisis and in the longer termView the presentation slidesTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#bitcoin #cryptocurrency #btc

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This week we thought we might finish off the year with another big show on Australia’s favourite investment class, property.To help colour in the conversation we have brought along Bushy Martin who is a keynote speaker, all round property investment wizard and award winning author of his 2018 book, Get Invested. Link here - https://bushymartin.com.au/books/It was a terrific conversation covering areas of property market conditions that have changed since he wrote the book, such as under supply of quality properties, falling mortgage rates and the changes to responsible lending laws. We talk about areas of Australian property that have been helped and hindered by the pandemic and a chat around some key metrics he uses when sizing up the potential in an investment property.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Government bonds have long been a mainstay in a properly balanced portfolio but need to be employed with caution.As we have seen over the last few years, the cratering of central bank interest rates has seen some remarkable opportunity for those with a well constructed portfolio.To share her thoughts on the topics, today on the show we have the Deputy Chief Investment Officer of Jamieson Coote Bonds, and veteran fixed income portfolio manager, Kate Samranvedhya.You can find out more about Kate and Jamieson Coote at https://www.jamiesoncootebonds.com.au/To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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Australian property prices are set to boom in 2021. Why? Australia’s successful elimination of COVID-19, the economy’s better than expected recovery, and the unprecedented fiscal and monetary support have stars aligned for strong Australian property price growth in 2021In today's episode, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen and Head of Advice Tim Fuller dive into the upcoming 2021 Australian Property Boom.View presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/12/2021-australian-housing-boom.pdfRead the referenced report: https://www.macrobusiness.com.au/2020/12/mb-christmas-report-the-2021-aussie-property-boom/To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianproperty #australianhousing #ausecon

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This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends series.So join Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller as they provide an update on the investment megatrends we're watching in the post virus world.View the slides: https://nucleuswealth.com/wp-content/uploads/2020/12/megatrends.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investmenttrends #investing #longterminvesting

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This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone's mind; will it last?View the slides: https://nucleuswealth.com/wp-content/uploads/2020/12/Value_-rotating-or-just-spinning-its-wheels.pdfSo join us in today's investment webinar as Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Tim Fuller hypothesise if the great value stock rotation will lastTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#valueinvesting #valuestocks #valueshares

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On the agenda:* Quick background to MMT * MMT and Inflation expectations * How much more acceptance is Steven seeing for MMT on the back of large government spending this year? * Which country is closest to considering MMT? Has any economy adopted a form of modern monetary theory and been OK? * Janet Yellen looking like being Treasury Secretary, she has disavowed MMT but has voiced support for trying to get the economy to run hot * Thoughts around government responsibility and MMT, given a lot of the arguments against MMT centre around whether governments can be trusted. * Investment implications

See the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/is-2020-government-stimulus-essentially-mmt.pdfFind more of Steven here: https://www.sustainable-prosperity.net.au/Find out more about MMT: https://stephaniekelton.com/To listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/registerLearn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#MMT #ModernMonetaryTheory

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We discuss the history Australian-Chinese relations and China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students going forward. We conclude with the investment implications of Australia potentially losing its largest trade partnerPresentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/China-and-Australia-at-war.pdfIn today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller delve into China and Australia being at warTimestamps:00:00 Introduction and agenda03:15 Background of escalating relations between Australia and China20:00 China's 14 demands of Australia for returning to a normal trade relationship26:50 Economic impacts of the commodities block30:30 Chinese Tourism and Students32:30 RCEP trade deal47:30 Outlook on pricing of asset markets (property, AUD, Interest rates)53:30 Outlook of gold and gold miners56:00 Investment outlook and what we're doing within our portfoliosTo listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/registerLearn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#China #Australia #ausecon

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Martin North joins us to discuss Australian property using his latest housing and economic data. This includes the latest in Australian property, including the impacts of covid-19, household financial confidence, listings, mortgage stress and dwelling valuesView the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/Can-Australian-property-rebound-from-the-coronavirus-crisis.pdfIn today's investment webinar we discuss the RBA's recently unveiled plans to drop interest rates to unprecedented levels to support the Australian economy and property market, but the million dollar question is, will it work?Find Walk The World at: https://walktheworld.com.auWalk The World Fund: https://nucleuswealth.com/walk-the-world-fundWalk The World Super: https://nucleuswealth.com/walk-the-world-superTimestamps:00:00 Introduction and agenda03:05 RBA rate cuts11:14 QE around the world14:50 2021 Budget20:20 Household financial confidence30:27 Employment of 70% of Australians was impacted by Covid1933:55 Dwelling values rising over October35:00 New property listings34:35 Mortgage stress survey results53:55 Mortgage deferrals vs mortgage stress59:25 non-performing loans will rise1:01:15 DFA's Summary outcomes1:06:10 Viewer questions1:19:45 Investment outlook1:23:22 Special Walk The World AnnouncementTo listen in podcast form click here: http://bit.ly/NucleusPodGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/registerLearn more about the hosts: https://nucleuswealth.com/peopleFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#AustralianProperty #AustralianHousing

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On the agenda today: Manufacturing revival in Australia (and other western countries), if the declining costs of renewable energy will be enough to overthrow fossil fuels and the cost revelations of what happens if they doIn today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Principal of Iron Matrix, David Morgan discuss the future of manufacturing and energy in Australia.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/energy-and-manufacturing.pdfFind david's book here: https://www.amazon.com.au/Energy-Wealthy-physics-life-purpose-ebook/dp/B083D92XRC/To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 51579600:00 introduction and agenda05:00 manufacturing revival in Australia using robots27:00 energy costs43:41 energy cost implications1:14:35 investment implications#manufacturing #energycosts #ausecon

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We start with the fiercely contested US election, in which vote counting is currently underway, and tipped to not be fully decided for some time, due to record numbers of early votes cast, both in person and by mail, due to the coronavirus pandemic.View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/US-Election-content.pdfOn Tuesday, we had the Reserve Bank of Australia announce a key interest rate cut to an unprecedented 0.1% in conjunction with a $100 BILLON government bond buying program over the next 6 months, as it strengthens its resolve to rescue the Australian economy from its first recession in almost 30 years.And this morning, news has come out that China has ordered traders to stop purchasing at least seven categories of Australian commodities, including coal, barley, copper ore and concentrate, sugar, timber, wine and lobster, ratcheting up tensions its key trading partner, US, in its most sweeping retaliation yet.Timestamps:00:00 Introduction and agenda04:00 Preliminary election results05:00 Rba cuts rates14:33 bond rates19:05 china decoupling37:57 US election50:20 What this means for investmentsIn today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller cover Trading the US election, RBA rate cut and China export chaosTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#USElection #Biden #Trump

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Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low rates, in the future investors would need to expose themselves to risk in order to gain returns. Today we look further at the future of income; covering the range of investment options, and the market moves of the week.View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso-FINAL.pdfAfter 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do?Growth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to provide income when other avenues are now unsatisfactory?You can find Angela at: https://www.evergreenconsultants.com.au/main/index.htmlIn today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, Head of Advice Tim Fuller and David Lane of Pitcher Partners investigate 'is Growth is the new Yield'?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #yield #ausecon

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Our attention turns this week to what is most Australian’s second biggest asset, Superannuation. Super means a lot things to every Australian. For some it’s a tax efficient long term savings vehicle that if managed well can provide security and reassurance that retirement will be comfortable and reliable. For others it is an annoying, mandated deduction of their hard earned wages, robbing them of current opportunities and lifestyle.You can find Cameron's referenced work here: https://www.fresheconomicthinking.com/p/scrap-superannuation.htmlView the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Super-distorting-investment-markets.pdfToday we discuss its merits and room for improvement, as well as the distortions it creates in investment markets as a result of constant inflows of funds into them.In today’s investment webinar Nucleus Wealth’s Head of Investments Damien Klassen, Chief Economist Leith Van Onselen, Head of Advice Tim Fuller, Head of Operations Shelley George and Dr Cameron Murray cover off on if Superannuation is distorting investment marketsYou can find Cameron's work here: https://www.fresheconomicthinking.com/p/scrap-superannuation.html & https://twitter.com/DrCameronMurrayTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#Superannuation #Investments #Super

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Prof. Steve Keen joins us to discuss his work on the disastrous economics of climate change, in which he contends numerous errors have been made in calculating the economic effects of climate change. Correcting for these errors makes it feasible that the economic damages from climate change are at least an order of magnitude worse than forecast by economists, and may be so great as to threaten the survival of human civilization. Additionally, we give an update on the costs of fossil fuels vs renewables and how all of this may impact investments going forwardView the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/The-disastrous-economics-of-climate-change.pdfYou can find Prof. Steve Keen's work at: https://www.patreon.com/ProfSteveKeenHis article we're referencing: https://www.tandfonline.com/doi/full/10.1080/14747731.2020.1807856Our piece on energy prices: https://nucleuswealth.com/articles/energy-price-parity-no-party-for-coal/In today's investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller, Head of Operations Shelley George and prof. Steve Keen discuss the disastrous Economics of Climate Change.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ClimateChange #SteveKeen #ClimateChangeEconomics

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With Frydenberg's recent announcement of Australia's Budget, we thought it prudent to schedule a special episode of the investment webinar today, in which Nucleus Wealth's Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller dive into Frydenberg's Sugar Hit (aka Australia's Budget).View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/10/content.pdfOn the agenda:The budget numbers & policiesEconomic, political and market impactsInvestment implicationsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australiabudget #ausecon #ausbiz

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After 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do?View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso.pdfGrowth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to provide income when other avenues are now unsatisfactory?You can find David at: https://www.pitcher.com.au/In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, Head of Advice Tim Fuller and David Lane of Pitcher Partners investigate 'is Growth is the new Yield'?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #yield #ausecon

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Our attention turns locally this week, as the country begins take stock of the coronavirus impacts and look to the future for drivers of Australia’s favourite asset class, property.As news breaks that lending standards are being relaxed and the Reserve Bank of Australia continues to pump freshly printed monopoly money into the economy through the new Term Funding Facility, the bull case for Aussie house prices strengthens, but is this going to be enough to get it back in the saddle?With the easy demand tap of high international immigration still closed, and the prospect of economic armageddon through currently undisclosed insolvencies and high un-employment, the traditional drivers of house price growth are still absent, and tipped to be for the foreseeable future.And so, the question remains, can government policy fire up and save Australian property demand internally against the present downside risks as the country looks to the post COVID future? Clearly a battle royale is ahead of us, as the nation looks on with interest.In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen and Head of Advice Tim Fuller debate if Australian Housing is about to be on yet another lax lending rocket?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianproperty #ausecon #ausbiz

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This week we look to the upcoming US election as the country grapples with the coronavirus, civil unrest and a toppling stock market. Can Trump pull off another shock win and buoy markets with more of his trade mark tax cuts and incongruous twitter activity, or will old man Biden clinch the win for the democrats on a platform of covid management, healthcare strengthening and environmental protection. We have a look at the current state of play, and assess the potential impacts on both the economy and markets under each scenario.In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller cover US Election 2020 - American Civil War.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#USElection #Biden #Trump

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In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Paragon Funds' CIO John Deniz turn their attention to if Gold is the anti-dollar.You can find John at: https://www.paragonfunds.com.au/ View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/09/Is-Gold-the-anti-dollar.pdfOn the agenda, the correlation between USD & Gold, where we see the gold price heading, the US budget deficit and global liquidity. Additionally, the panel share what they're hearing from companies and sectors of interest. As always, we wrap up with the investment implications of all of this.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#Gold #Goldprice

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Is the Gammaquake over or just beginning? Are stockmarkets about to crash? What actually is gamma and why should you care. Join us today to discuss recent market movements and what they mean for investment portfoliosIn today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller investigate if Gamma is about to break marketsView the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/09/content-gamma.pdfTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#Gamma #stockmarkets #stockmarketcrash

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Is MMT the solution to the Coronavirus Economy? Professor Steve Keen joins today's webinar alongside Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller to determine if MMT is the solution to an economy ravaged by Coronavirus.On the agenda, we give an overview of how the Coronavirus crisis will have impacted the already fragile economy when all is said and done, addressing the fiscal and monetary policy responses available to government. We then switch our attention to MMT, where Professor Keen will talk us through his Minsky modelling of MMT and how he believes MMT can be utilised in the economy during the COVID pandemic and to combat chronically low inflation, along with the resulting outcomes of MMT compared with traditional economic approachesYou can find Steve's work at: https://www.patreon.com/ProfSteveKeenTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#MMT #ModernMonetaryTheory #CoronavirusEconomy

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You can find Prof. Richard Holden's work here:Latest Vital Signs article - https://bit.ly/2FT9QlQTwitter feed - https://twitter.com/profholdenJoin us as we discuss the ongoing impacts of the coronavirus, and whether Australia's global leading household debt levels may fuel a protracted downturn in our economy. We wrap up with a discussion around the solutions to these structural issues and the investment implications of this going forward.In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Prof. Richard Holden explore what measures are left for both monetary and fiscal levers with the chance to prevent, or exacerbate the indelible effects of the pandemic on the Australian economy.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#economics #profholden #Australia

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Due to Coronavirus the Australian property market in a marked period of uncertainty, we take an on-the-ground look at what’s happening within the broader lending market. This means diving into the world of bad debts as they relate to bank lending, developers, commercial and residential property to get an indication for just how great the Coronavirus toll could beIn today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Stephen Mitchell, CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom, to help test Australian Property for Coronavirus.Find Stephen at https://resicom.com.au/ and http://www.oakcapital.com.au/To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#australianproperty #australianhousing

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The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what these mean for clients and advisers, and what the future of financial advice looks like, we've brought Tristan Scifo and Harry Goldberg from Purpose Advisory onto the panel alongside Dr Jeffrey Scott, head of advice strategy at Metlife.In today’s investment webinar, Nucleus Wealth’s Head of Operations Shelley George, Head of Investments Damien Klassen, Head of Advice Tim Fuller and our panel of Financial Advisers dive into the Future of Financial AdviceView the webinar slides here: https://nucleuswealth.com/webinars/the-future-of-financial-advice-with-purpose-advisory-and-metlife-nucleus-investment-insights/A terrific show to help our listeners get more understanding about the past, present and future of financial advice, and some great insights into how advice can be of use across all ages.You can find Tristan and Harry here: https://purposeadvisory.com.au/And contact Jeffrey directly here: Jeffrey.Scott@metlife.comTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#financialadvice #financialadviser

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You can find Jeff Booth and the price of tomorrow here: https://thepriceoftomorrow.com/ https://twitter.com/JeffBoothJoin us as we discuss Technology's ever-growing role in the world, the resulting deflation it will generate, and the major structural changes to the economy as we know it caused by this. We discuss these changes in industries it's already happened in, as well as some likely candidates such as energy and automotive. We wrap up with a discussion around the solutions to these structural issues and the investment implications of this going forwardIn today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Financial Advice Tim Fuller and Jeff Booth discuss Jeff's #1 best seller "The Price of Tomorrow. Why Deflation Is The Key to an Abundant Future" and the conclusions that can be drawn from it.To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#deflation #jeffbooth #technology

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Join us as we discuss CBA's real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth's views on the housing market.View the webinar slides here: https://nucleuswealth.com/webinars/pulling-back-the-curtain-on-australias-economy-with-cbas-head-of-economics-gareth-aird-nucleus-investment-insights/In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen, Head of Financial Advice Tim Fuller and CBA's Head of Australian Economics Gareth Aird pull back the curtain on the Australia's economy.This weeks audience question: Do you believe Jobkeeper and Jobseeker should be kept at their current levels or cut cold turkey?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet 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=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausbiz #ausecon #australianeconomy

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Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we’ve already passed a few markers, there are numerous steps in fiscal and monetary policy to get us to the point of economic hell. View the webinar slides here: https://nucleuswealth.com/webinars/the-road-to-economic-hell-is-paved-with-good-intentions-nucleus-investment-insights/?utm_source=whooskaa&utm_medium=direct&utm_campaign=podcastTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=whooskaae&utm_medium=direct&utm_campaign=podcastGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=whooskaa&utm_medium=direct&utm_campaign=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=whooskaa&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com/?utm_source=whooskaa&utm_medium=direct&utm_campaign=podcast. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#ausbiz #ausecon #australianeconomy

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Stock markets have disconnected from reality. The economic fundamentals are almost as bad as they have ever been. But that hasn't concerned markets in recent months, and it doesn't look like concerning markets any time soon. Therefore, we're looking at factors that may bring markets back to earth, and believe corporate insolvencies may be a key piece of the puzzleFind Caroline here: https://twitter.com/CaroDiRusso & https://www.instagram.com/the_daily_luxe/Webinar slides: https://nucleuswealth.com/webinars/will-insolvencies-topple-the-australian-economy-with-caroline-di-russo-nucleus-investment-insights/Today, Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Sky new contributor specialising in insolvencies Caroline Di Russo discuss if Insolvencies will topple the Australian economy.To listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#insolvency #corporatedebt #australianeconomy

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In todays show we focus our attention on emerging issue faced by both institutions and retirees alike: finding income in a zero interest rate environment, which could last for another decade.View the webinar slides: https://nucleuswealth.com/webinars/how-to-find-income-in-a-0-interest-rate-environment-nucleus-investment-insights/Areas of interest today:A philosophical approach to yieldSome exploration of commonly available bond options and how they can be usedThe reach for risk into equity to provide income - are the dividends reliable enough in the current climate?To listen in podcast form click here: http://bit.ly/NucleusPodGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/registerLearn more about the hosts: https://nucleuswealth.com/peopleFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#termdeposits #investmentyield

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The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. But all of these pale next to the longer-term problem of derailed population growth and exhausted policy supports.In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller discuss the ultimate victim of Coronavirus, Australian property prices.To listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#australianhousing #australianproperty #australianeconomy

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Are Robinhood & Robots responsible for the stockmarket recovery? Kevin Muir (The Macro Tourist) joins us today to to offer his take on the driving forces behind the recent resurgence, and a look to the potential trouble ahead if markets correct back to traditional fundamentally driven valuations.You can find kevin's newsletter here: https://themacrotourist.substack.com/To see referenced charts, find the webinar slides here: https://nucleuswealth.com/webinars/is-the-market-recovery-driven-by-robinhood-robots-with-kevin-muir/We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets.Today we resume focus on the theme, covering:• The robot & retail drive behind markets• Other drivers in the market• What we see as being turning points or key measures in this current bubbleTo listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#stockmarketbubble #robinhood #robinhoodrally

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Today we have a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives and asset allocation. As well as discussing how much bigger each can getView the webinar slides hereTo listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth 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 https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#stockmarketbubble #economicbubble #2020bubble

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Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn't concerned markets for the past six weeks and, to be frank, it doesn't look like concerning markets any time soon. We discuss pertinent questions such as why has the market risen and what could bring the market back to reality.Webinar slide available for download: https://nucleuswealth.com/webinars/stock-markets-disconnect-from-reality-what-comes-next/To listen in podcast form click here: http://bit.ly/NucleusPodGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/registerLearn more about the hosts: https://nucleuswealth.com/peopleFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus 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 https://nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#stockmarkets #economy

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Will the Australian Property Market Crash or Climb? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage & rental stress consumer surveys are showing. Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin's mortgage stress indicators to get a real time view on what is really happening on the ground. We’ll then look at what this means for the Australian Property market and the Australian economy as a whole going forward. Download the webinar slides here: https://nucleuswealth.com/webinars/will-australian-property-market-crash-or-climb-martin-north/ How you can follow martin's work: http://digitalfinanceanalytics.com/ and https://www.youtube.com/c/WalkTheWorldDFA To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #AustralianProperty #AustralianHousing

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Jonathan Rochford joins to discuss the idea that maybe more debt isn't the answer? You can find him at: https://www.narrowroadcapital.com/ Slides: https://nucleuswealth.com/wp-content/uploads/2020/05/Maybe-more-debt-isnt-the-answer.pdfOver the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray Dalio's solutions to debt crises and this week we hear the third option: Austrian economics. Jonathan Rochford will take to the podcast to support this view, driven by the thought that maybe more debt isn't the answer to every problem. Let us know if you found his points compelling! Prior episodes: Ray Dalio's solutions to debt crises: https://www.youtube.com/watch?v=jslBcCCAF18 Dr Steven Hail on MMT: https://www.youtube.com/watch?v=2ABb_sUXBLQ To listen in podcast form click here: http://bit.ly/NucleusPod Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth https://www.instagram.com/nucleus_wealth/ Further resources referenced by Jonathan: That Which is Seen, and That Which is Not Seen: http://bastiat.org/en/twisatwins.html Mises Institute: https://mises.org/ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #debt #investing #finance

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Today we bring you the Australian Housing Market: Bear vs Bull debate. Let us know who you feel was more convincing. With the COVID-19 lockdown in full swing and unemployment rising, many commentators including Nucleus Wealth are tipping that Australian house prices will fall over the coming year. Today we are joined by Dr Cameron Murray, who takes the opposing view and believes that Australian housing values will actually rise.Find Cameron at: https://www.fresheconomicthinking.com/ & https://twitter.com/DrCameronMurray View the webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/05/27.08.2019-MASTER-Damien-Tim-Leith.pdf Watch the webinar on youtube: https://youtu.be/n5eKkrhJxcs Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register Learn more about the hosts: https://nucleuswealth.com/people Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth https://www.instagram.com/nucleus_wealth/ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #australianhousing #australianproperty

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Will Coronavirus cause a debt crisis? And if so, what type of debt crisis?Ray Dalio has a number of videos and books out talking about the long term debt cycle vs the short term debt cycle.In this episode we have a look at the question of whether this will end another short term debt cycle or if it is the end to the long term debt cycle. Can if be delayed? Can governments kick the can down the road one more time?View the webinar slides hereJoin Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Tim Fuller as they cover "Debt Deleveraging: is this the big one?".Watch on Youtube: https://youtu.be/jslBcCCAF18Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/registerLearn more about the hosts: https://nucleuswealth.com/peopleFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthhttps://www.instagram.com/nucleus_wealth/Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#debt #raydalio #stockmarketcrash

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Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told reporters China may or may not keep the trade deal. We cover what that could mean for global markets, and it's impact on Australia's economy. We'll conclude by discussing the investment implications of this going forward Webinar slides: https://nucleuswealth.com/wp-content/uploads/2020/05/Trade-war.pdf Timestamps (approx) 1:20 agenda 2:14 Rhetorical virus war underway, with tit for tat. escalating rhetoric 5:00 Trump reigniting the trade war in retaliation 7:00 Trump fumbling his coronavirus execution.. needs a scapegoat 9:00 biden vs trump election 12:30 demand deficit 14:30 a rerun of the great depression? 21:20 market implications: tariffs, commodities, deflation, aud & usd, Gold Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, and Head of Operations Tim Fuller as they cover "Trump reignites Trade war to deflect U.S. Coronavirus woes". To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth https://www.instagram.com/nucleus_wealth/ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#tradewar #trump #investing

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It was the absolute whipping boy of the crisis. Now it’s the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis? View the webinar slides to see the charts referenced: https://nucleuswealth.com/wp-content/uploads/2020/04/30.4-Is-AUD-a-covid-safe-haven.pdf On the agenda, we discuss the rebound and and the drivers of AUD to investigate further. Drivers covered will include: 1. global and Australian growth (or, more recently, Chinese growth and Australia’s terms of trade); 2. interest rate differentials; 3. investor sentiment and technicals; and 4. the relative strength of the US dollar. We'll conclude by discussing the investment implications of this going forward Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, and Head of Operations Tim Fuller as they cover "IS AUD a Coronavirus safe haven?". Watch on YouTube: https://youtu.be/ISseUlcBKnY Learn more about the hosts: https://nucleuswealth.com/people View our other content, such as articles & performance reports: https://nucleuswealth.com/content Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth https://www.instagram.com/nucleus_wealth/ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.#AUD #forex #investing

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The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. All of which points to heavy declines in Australian dwelling values. View the webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/04/Australian-property-catches-coronavirus.pdfIn today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith Van Onselen, Head of Operations Tim Fuller and Property Buyers Advocate Catherine Cashmore, discuss "Australian Property Catches Coronavirus". Find Catherine at: https://cashmoreco.com.au/ Episode page: https://nucleuswealth.com/webinars/australian-property-catches-coronavirus-with-catherine-cashmore/To watch on youtube click here: https://youtu.be/XX7vqhOesrELearn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth https://www.instagram.com/nucleus_wealth/ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #australianproperty #australianhousing #coronavirus

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The Long and Short of investing during the Coronavirus pandemic: In today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, Head of Operations Tim Fuller and Chief Investment Officer of Paragon Funds, John Deniz, discuss "The Long and Short investing during the Coronavirus Pandemic". Find John at: https://www.paragonfunds.com.au/ Topics on the agenda include a macro look at the economy, gold value and price predictions, what John is seeing on the ground with companies he covers, companies to buy and short going forward, what it will take for us to re-enter the market, and as always our investment wrap-up. To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Watch on YouTube: https://youtu.be/VvEJDFnEkDM View our Coronavirus statistics and analysis: https://nucleuswealth.com/articles/updated-coronavirus-statistics-cases-deaths-mortality-rate/Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #investment #stockmarket #coronavirus

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Is it time to re-enter the world stock market? In today's podcast Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith and Head of Operations Tim Fuller investigate Slides available here: https://nucleuswealth.com/wp-content/uploads/2020/04/Is-it-time-to-re-enter-stock-markets.pdf Topics on the agenda include a summary of the current issues facing worldwide economies and markets, Coronavirus just being the pin popping the bubble, China's recovery, dealing with Coronavirus: the hammer and the dance, if it's time to take the plunge back in, government and federal stimulus, pent up demand: winners vs losers, and how to invest back into markets from here Episode on our website: https://nucleuswealth.com/webinars/is-it-time-to-re-enter-the-world-stock-market-nucleus-investment-insights/ Watch on YouTube: https://youtu.be/ZHhu5Mj4CZU Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #investment #stockmarket #coronavirus

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Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer surveys are showing. View the slides: https://nucleuswealth.com/wp-content/uploads/2020/04/Martin-North-2.4.2020.pdf You can find Martin North at: http://digitalfinanceanalytics.com/ Mortgage stress has jumped alarmingly this month, with 200,000 households added to the stressed list, and there are more to come (even allowing for the various stimulus packages). We’ll dive into what this means for the Australian Property market and the Australian economy as a whole going forward. Watch on YouTube: https://youtu.be/NGvpPX6nvwc Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar and podcast, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Marcus Padley of Marcus Today as they cover "Coronavirus: Inside the mind of a trader" You can find Marcus here: https://marcustoday.com.au/ Topics on the agenda today; how Marcus Today & Nucleus Wealth have performed thus far throughout the Coronavirus Crash, Marcus' unique investment perspective, the impact (or lack thereof) of interest rate drops to the market, Trump's obsession with the stock market, if there will be structural changes in Australia after the crash, hybrid bonds, and as always, what all of this means for investments Watch on YouTube: https://youtu.be/6TRmLN7WLt4 Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Webinar slides here: https://nucleuswealth.com/wp-content/uploads/2020/03/The-new-credit-ice-age.pdfIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as they cover "The New Credit Ice Age." Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of banks and central banks? What are the implications for assets? All of these questions and more answered today by.... Watch on YouTube: https://youtu.be/1Ecy56-qgTI Learn more about the hosts: https://nucleuswealth.com/people Try out our property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar, hear from Nucleus wealth’s Head of Investment Damien Klassen, Tim Fuller and Jonathon Rochford of distressed debt lender Narrow Road Capital as they cover "Coronavirus Brings Feast to Distressed Debt Market" Find Jonathan here: https://www.narrowroadcapital.com/ On the agenda today: (a) corporate debt markets - how locked up are they and what will clear them (b) what Jonathan is seeing in the distressed debt markets (c) how have past credit crises played out To listen in podcast form: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller, as they cover "Coronavirus causes Markets State Of Emergency." Today our attention turns to one of the most volatile periods in money markets we have seen in a century. We thought given the uncertainty, volatility and confusion that it was a great time to give our own thoughts. The agenda includes a virus update, discussion on the credit markets, stock market, property market, potential stimulus, when to buy back into markets again, and a range of audience questions. To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest by this; Education, Tourism & Commodities. You can find Dr Babones' here: https://salvatorebabones.com/ Slides of referenced statistics & Dr Babones' research: http://bit.ly/2IDgOJX In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and leading globalisation specialist Salvatore Babones, as they cover "Can Australia survive Coronavirus & China combination blows?" Topics today include: Australia's over-reliance on Chinese trade, being cut off from China on top of Australia's own economic issues stemming from Coronavirus (such as greatly reduced tourism from all countries), widespread economic harms of Coronavirus in Australia, Salvatore's research on international students and just how reliant Australian universities are on them, Europe being highly at risk of Coronavirus economic and health impacts due to open borders and Coronavirus being one more reason for countries to move supply chains out of China. Apologies for Salvatore's audio, construction started in the University while we were recording and as a result his audio levels had to be lowered. To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface, it's far from all roses for the Australian economy. If you exclude net exports, Australia's economic growth was lower than population growth. Slides referenced throughout the episode : http://bit.ly/2Tl0DapTopics include why we forecast Australia's first recession in 29 nears occurring in Q1&Q2 of 2020, weak private sector growth in 2019, GDP being propped-up by NDIS & NBN which are set to roll off by June 2020, stagnating household income, what the external Coronavirus shock will do to the Australian housing market and wider economy, and as always our investment outlook, including how we're allocating assets during these turbulent times To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the effects. Join us for an update as we discuss the progression of Coronavirus outside China, and the resulting reaction of bond and equity marks The updated slides referenced throughout the episode: http://bit.ly/3a7P5wB Our updated Coronavirus charts: https://nucleuswealth.com/articles/updated-coronavirus-statistics-cases-deaths-mortality-rate/ In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller, as they cover "Coronavirus: Markets awaken in fright" To listen in podcast form click here: http://bit.ly/NucleusPod Learn more about the hosts: https://nucleuswealth.com/people Try out our brand new property calculator: https://nucleuswealth.com/property-calculator Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucleuswealth Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796. #coronavirus #covid19 #stockmarket

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Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt.Find Chris at: https://coolabahcapital.com/ and https://twitter.com/cjoye In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Christopher Joye as they cover the "Attack of the Zombies".Discussion ranges from Government and Hybrid Bonds, rising interest rates, Inflation & growth, Zombie Companies and if they can survive an external shock like the Coronavirus, LIT’s & LIC’s paying commissions to brokers and as always discussing what this all means for your investmentsTimestamps:00:10 Introduction and background on Christopher Joye,01:48 Background on Coolabah Capital and their bond management and trading,08:00 Government bonds vs hybrid bonds & risk of each to interest rate changes,19:35 Current landscape of inflation,23:37 Unemployment and underemployment rates in Australia & worldwide,28:10 Why Japan has failed to produce inflation and growth,32:49 Zombie companies and corporate debt,49:40 Corporate bonds and debt defaulting in coming years,53:30 Possibility of Coronavirus impact triggering zombie firms defaulting on debts,55:20 Listed Investment Trusts (LIT’s) and Listed Investment Companies (LIC’s) paying commissions to advisors to push stocks the funds invest in,1:04:52 Investment wrap-up,To listen in podcast form click here: http://bit.ly/NucleusPodTry out our brand new property calculator: https://nucleuswealth.com/property-calculatorNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Australian Property has seen a boom in the past 6-12 months, but is it sustainable?Find Catherine at https://cashmoreco.com.au/View the webinar slides here: http://bit.ly/2SnzvakCheck out our brand new property calculator: https://nucleuswealth.com/property-calculatorIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and special guest Catherine Cashmore as they cover the "Is the Australian Property Boom Sustainable?".The recent Australian Housing report from CoreLogic shows Australian Property has seen a powerful rebound in the past 6-12 months. Today we cover what the data shows, the reasons for the rebound, Catherine's thoughts on the landscape, and most importantly, is it sustainable?Timestamps:0:00 Introduction1:45 Agenda2:16 Setting the scene in Australian property8:06 Catherine on the property rebound13:08 Coronaviruses impact on the Australian housing market32:00 how sustainable is the current growth37:45 the lack of rental growth40:15 Are property buyers worried about the quality of high-rise apartments47:20 No insurance on new propertiesNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It sounds dire. Bond markets are reflecting a dire situation. Stock markets are generally up. Tune in today as we discuss whether stocks or bonds have this one right.Webinar slides available here: http://bit.ly/2OxaffdIn today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller, as they cover "How to invest during Coronavirus pandemic"In this episode, we cover why the economic impacts of Coronavirus will far exceed that of SARS did in 2003, the time for cautious investing being now, countries and sectors to avoid investment in, and as always our investment implications wrap-up.Listen on youtube here: https://youtu.be/ON02_ydi2p4Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Find Dr Hail here: https://twitter.com/StevenHailAus In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Tim Fuller, and Dr. Steven Hail as they cover "MMT: coming to a politician near you!"Dr. Hail holds a PhD in Economics and is a lecturer in the topic at the University of Adelaide, where he uses a modern monetary frame to understand macroeconomic issues.Topics on the agenda included: background on Modern Monetary Theory, countries closest to considering MMT and how Australia could potentially employ it, MMT's relationship to Bonds & Inflation, legistlative hurdles in the way and much, much moreCheck out the episode on YouTube: https://youtu.be/2ABb_sUXBLQ Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover "Will Coronavirus create a Market Hangover?"Webinar slides available here: http://bit.ly/38xEfzaListen on YouTube: https://youtu.be/HudF0P6qBnc Topics include the pandemic spreading as the Chinese new year fast approaches, if the data can be trusted, Australian and macro implications if Chinese growth slows, how similar this is to the Chinese SARS outbreak in 2003, and as always we wrap up with our investment outlookNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover "Christmas Crises; Missle Strikes, Bushfires, China & Trade Deal"Webinar slides available here: http://bit.ly/3aeKpWDListen on YouTube: https://youtu.be/6N3Fd46PZ3w Over the holiday period, an array of crises kicked off or continued; including U.S Missle Strikes in Iran and if this could mean WW3, Australian Bushfires, an ever lingering US-China Trade Deal, Hong Kong protests, and Taiwan claiming independence from China. We discuss each and what it may mean for investments worldwideNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar, hear from MB Fund’s Head of Investment Damien Klassen & Tim Fuller as we dive into the controversial world of company earnings forecasts - what they are, why they matter and how the market reacts when exuberant CEO's press releases turn out to be more froth than ale. Webinar slides available here: http://bit.ly/2tFfe64 Watch on YouTube: https://youtu.be/O4jsIMRx8GA Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com 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 and Tim Fuller are authorised representative's of Nucleus Advice. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Find Dr. Robert Spalding's 'Stealth War' publication here: http://bit.ly/NucleusStealthWar If there’s one of our episodes you watch this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to discuss his publication “Stealth War”. The episode features huge China revelations with implications for not only Investments, but moral opposition to China. Revelations include malicious influence in the Economic, Education, Infrastructure, and Technology sectors, proof of Uighur Muslims being held in Concentration Camps and having their organs harvested, the Trade War being waged in part because of Moral & Security issues, and how long before the world makes a stand. As always this is followed by our investment wrap-up, discussing how these insights may impact portfolios. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Find ‘The Macro Tourist’ here: https://themacrotourist.com/ https://twitter.com/kevinmuir Listen in podcast form: http://bit.ly/NucleusPod In today's webinar, hear from Nucleus Wealth’s Head of Investments Damien Klassen, Head of Operations Tim Fuller, as well as ex-fund manager, Analyst, and blogger Kevin Muir of ‘The Macro Tourist’ to discuss ‘Is Inflation back from the Dead?’ Topics this week include a background on world markets and why growth and inflation have been so stagnant, Modern Monetary Policy, why Kevin believes inflation is just around the corner and the best option to deal with global debt, our outlook on where we see China and Australia’s economy moving to, and Kevin’s take on why inflation linked bonds a great long term investment. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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You can find Steve's work at: https://www.patreon.com/ProfSteveKeenIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller, as well as Economist and Hon. Prof. of the University College of London, Steve Keen.Topics this week include credit creation and its limits, weighing up its pro’s and con’s, central banks reaching the end of the road for interest rate cuts with debt being at near record highs, the drivers of weak demand and inflation globally, Modern Monetary Theory (MTT) and its differences with Keynesian Stimulus, which countries are closest to incorporating MMT, Steve’s ideas for central banks depositing directly into citizens bank accounts and “Universal Basic Carbon.”Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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You can download Peter Singer's Revised 10th-Anniversary Edition of “The Life You Can Save” for free here: https://www.thelifeyoucansave.org.au/the-book/ . In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Head of Operations Tim Fuller, and renowned ethicist Peter Singer as they cover "Effective Ethical Investment". Timestamps:2:35 Background on Peter4:30 Effective Altruism 8:25 3 Types of ethical investing and Peter’s take on each20:50 Ethics of investing in China26:00 Philanthropic graffiti – donating just to get your name on a building27:00 Jeff Bezo’s 100million dollar charity donation30:55 Is making poorer countries wealthier disadvantaging the lower class in first world countries34:32 Ethics of financial advice in Australia – Royal Commission fallout37:05 Rerelease of Peter’s book and what you can do this Christmas period to help others . Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and Peter’s opinion on each, the ethics of investing in Chinese corporations, Jeff Bezo’s $100 million charity donation and measuring the ‘amount of good’ done by donations to differing causes. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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You can find Martin North’s research at https://www.digitalfinanceanalytics.com/ and his video content at https://www.youtube.com/WalkTheWorldDFA .In today's webinar (12:30 pm AEST, Thursday 28th November), hear from Nucleus Wealth’s Head of Investment Damien Klassen, Head of Operations Tim Fuller, and founder of Digital Finance Analytics, Martin North as they cover "Australia’s Housing Market Dilemma." Topics include an overview of the Australian Housing market with a rebuttal to the property bull case, banking regulation and government policy towards housing, Australia’s domestic and international economic outlook, and a discussion on where housing development sits currently. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Webinar slides available here: http://bit.ly/2XwMwzf In today's LIVE webinar (Thursday 21st November), hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover "Global Reflation Hot Trade or Hot Air?"While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great global reflation or is it 2008 irrational exuberance all over again?Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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You can find David's energy consulting services here: http://itkservices.com.au/ and his articles and podcasts at https://reneweconomy.com.au/author/david-leitch/ .In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and expert energy analyst David Leitch as they “Untangle the Energy Market.” Topics this week include the death of Coal, the potential of renewables to take over Australian energy, which energy-based stocks have potential, the viability of batteries to back-up solar, and the investment implications of it all. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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You can find David here: Ironmatrix.com In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Founder of ‘Iron Matrix’, David Morgan as they cover “The Future of Renewable Energy.”Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer app’ of the energy industry, the future of solar, and where we see opportunities to invest in renewables going forward.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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You can find Jonathon’s articles here: https://www.narrowroadcapital.com/ In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and CEO of a Distressed Debt Lender, Jonathan Rochford as they cover "Distressed Debt Economic Lessons." Topics this week include an outlook of the Australian property market, a worldwide government debt snapshot, the worldwide price war that's occurring over Bond prices, interest rates and as always what this means for investments going forward. Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.com. 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Apologies for audio issues from 2:00 to 9:45, audio resumes in high quality for the rest of the episodeYou can find & purchase Daniel’s book here http://bit.ly/32A7LC1 As well as his twitter and publishers links: https://twitter.com/danziffer, https://www.instagram.com/scribepub/?hl=en, https://www.facebook.com/scribepub/, https://twitter.com/scribepub In today's webinar, hear from Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Tim Fuller and Journalist turned Author Daniel Ziffer as they cover the Royal Commission, resulting changes to the banking industry and his book chronicling it all "A Wunch of Bankers"Topics this week include The Royal Commission, resulting changes to the banking industry, what this means for regulators ASIC & APRA going forward, if this will ultimately all end back at another Royal Commission, and as always what this means for investments going forwardNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Stephen’s the CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom, you can find him here:http://www.oakcapital.com.auhttps://www.resicom.com/In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they investigate "Revelations from the coal face of Australian Lending with Stephen Mitchell." With the Australian property market in major flux, we take an on-the-ground look at what’s happening within the broader lending market.The property cycle, how banks are reacting to the Royal Commission, banks awkward position between regulators enforcing lending laws and the Government encouraging lending, the trickle-down effect to second and third-tier lenders, and how all of this impacts investment decisions at Nucleus.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, and Head of Operations Tim Fuller as they cover "Is Australia's Jobs Miracle on Borrowed Time?"Over the past 2 years the Australian economy has experienced an unprecedented jobs boom of more than 300 thousand jobs created per annum. In today's webinar, we take a deep dive into the employment data to examine how Australia's job market, has changed, and whether this boom is sustainable?Webinar slides available here: http://bit.ly/33j8uas Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Webinar slides available here: http://bit.ly/2o1KaLo In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover "Is Australia’s Housing Rebound a Bull Trap?"While the growth outlook of the housing market has unambiguously improved over the next 12 months, downside risks have also risen further down the road. This raises the question of whether Australia’s recovery represents a classic “bull trap”?Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Find Patrick here: https://www.livewiremarkets.com/contributors/patrick-pokeIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Patrick Poke of Livewire Markets as they cover "The Death of Traditional Financial Media."On the agenda this week is falling broker and industry research, what to make of writer biases and motives, growing interest in International equities among investors, the media silence of Superannuation funds managers, and much more.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they cover "The Ticking Debt Bomb"Webinar slides available here: http://bit.ly/2kkn40y Unfunded liabilities, astronomical government debt, record consumer debt, soaring corporate loans - where does the buck stop? Join us this week as we delve into the world of debt and look at where we think the ticking is loudest.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In today's webinar and podcast, Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Head of Operations Tim Fuller took a deep dive into "The Ugly Truth of the (Australian) Miracle Economy".Webinar slides available here: http://bit.ly/2lPXJfgToday we looked at 28 years of uninterrupted GDP growth and contrast that to 7 years of declining real household income per capita. Capex has been a trouble spot, demand has been weak - we have a look at the differences between headline GDP and income and where the problem lies.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Webinar slides available hereIn today's webinar, Nucleus Wealth's Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and special guest Catherine Cashmore covered the "Return of the Housing Boom".The recent Australian Housing report from CoreLogic shows it could be boom time once again in Australian Housing. Today we cover what the data shows, the reasons for the rebound, Catherine's thoughts on the landscape, and most importantly, is it sustainable?Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Webinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 29th August), hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller where they'll be exploring "The Four Horsemen of the Apocalypse"Brexit, Trade War, Hong Kong and Global Recession. Four spectres hanging over investors. This week's podcast dives into the dangers each one presents and the effect on global markets we expect from each of these dangers.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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Webinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 22nd August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller as they inform you of the "Australian housing boom and bust indicators to focus on”This week we take a dive into the world of housing statistics, cutting through the noise to get to the key statistics that you need to be watching, and what they are telling us.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller pose the question “Is value investing dead?”Webinar slides available here The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are expecting Value to protect them – but Value has failed to do so in recent years, will this time be any different?We take a hard look at the problems with Value investing and what investors should expect.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In this weeks instalment of Nucleus Investment Insights, we have a special guest week in Susan Farquhar.Susan is one of the country’s leading experts in investment property and is Managing Director of Calla Property who specialise in helping everyday Australians make smarter decisions when choosing to invest in property.Through her decades of investing and helping others invest in Australian property, Susan also sits in the perfect position to provide some serious insight into the current state of Australia’s favourite asset class, and some terrific viewpoints on how you can maximise your chances of success when selecting such a long term asset.After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money every day at Nucleus Wealth.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In todays LIVE webinar (11am AEST, Friday 2nd August), hear from Nucleus Wealth’s Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed:* Australia and Global Growth * Interest rate differentials; * Investor sentiment and technicals * The relative strength of the US dollar. * Investment Impacts

Slides are available here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

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In todays LIVE webinar (12:30pm AEST, Thursday 25th July), hear from Nucleus Wealths Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we try to unpack the recent march of equities.Webinar slides click here.– How high can it go?– What are the risks?– Long term returnsJoin Damien, David and Tim as we tread cautiously through the capital markets.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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In this week's LIVE presentation we explore the current state of play in the Australian Self Managed Super Fund arena.Slides can be found here.Topics include:- Some highlights from the Australian SMSF Landscape- 2 major mistakes SMSF trustees make in asset allocation- Some key ways to avoid making these mistakes- Key considerations before taking the plunge into an SMSFNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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In todays LIVE webinar, hear from Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller walk through the tools used at Nucleus Wealth for picking quality stocks. In this episode we focus on Damiens process on how stocks are considered for the portfolios at Nucleus Wealth.- The global move to quality by big fund managers- What is a "Quality" stock- Man vs Machine: Where do quant processes help, where do they hinder- How Quality stocks perform over the long termJoin Damien Klassen, and Tim Fuller as we soar into the big world of quality investment.Slides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 4th July) - we explain all things ethical investment.* Defining ethics in investment * What does investing ethically mean to a portfolio’s performance? * What are the options? * What are the pitfalls? * How we help investors invest according to their ethics, whilst still capturing all remaining upside

Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we share our take on way to ensure your morals and viewpoints can be maintained through your investments.Slides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's webinar was shot in November 2018 but still holds true today.It takes a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging.Bubbles- Classifying which type of bubble we are in- Identifying the key factors- Conditions evident to support our caseThe CrashPolicy ResponsesSlides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 20th June) - we dive into our take on the current state of the global liquid dinosaur trade.* Key short term fundamentals reflection on recent price volatility * Will the resurgence in US Shale force an OPEC+ extension? * How do these short term measures play into our longer forecasts?

Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we drill into some of the key macro drivers for global oil.Slides can be found here.Seminar info can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week’s LIVE webinar (12:30pm AEST, Thursday 13th June) – Australia’s Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war.How many cuts in the cash rate are ahead? What happens when it runs out of cuts? What and when will it turn to in unconventional monetary policy?Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into how the conundrum of falling interest rates and fully priced stocks are making tactical asset management more important than ever.Slides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 6th June) - we discuss the outlook for the Australian dollar as the Us/China Cold War develops, the local economy falters and global markets sag.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into the Aussie Dollar Drivers.Slides here.Australian Dollar – 5 drivers valuation model- Chinese growth and Australia’s terms of trade);- Interest rate differentials;- Investor sentiment and technicals- The relative strength of the US dollar.- Investment ImpactsNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 30th May) - we dive into a big update on Australian's favourite asset rollercoaster.With the pro-property party firmly back in power - the question remains, does this mean 'risk on' for the property pundits or is there still enough pessimistic proof of potential paroxysm? Slides can be found here.So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen, Special Guest Catherine Cashmore and Tim Fuller as we look at the factors supporting both sides of Australia's property market.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 23rd May) - As we review the escalation between global powerhouses USA and China.Is this the Cold War 2.0?What is the US trying to achieve?How might it play out and some potential scenariosHow are these events likely to impact investment in the near future?So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as give an update on the stoush of the new century.Slides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This is a quick overview of our larger Mega Trends show.Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets:- Rising inequality- Baby Boomers- Women in the workforce- Global debt levels- Company tax ratesSlides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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On today's show we look at some prevailing Mega Trends.Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets:- Rising inequality- Baby Boomers- Women in the workforce- Global debt levels- Company tax ratesSlides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early.Slide can be found here.So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look at the state of the Australian property market pullback and if it has more to run.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Here is a short summary of our larger show to whet the whistle.So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look at the state of the Australian property market pullback and if it has more to run.Slide can be found here.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of the worlds largest freelancing and crowdsourcing marketplace.In todays interview we discuss Matts views on the Australian economy’s House of Cards, how we got into this situation and some critical areas we need to address to help us get out of it.House of Cards article link - http://bit.ly/2PKAK0kAfter the interview we will then look at some of the wider investment implications that these themes can impact how we invest money every day at Nucleus Wealth.Join Nucleus Wealth’s Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and myself, Tim Fuller as we dive into a fascinating hour with one of Australia’s thought leaders of the new age.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 18 April) - we look at recent numbers out of China, it's subsequent investment implications and how we are adjusting portfolios to take advantage.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss recent global data points and how we are positioning portfolios in response.- China Debt Explosion- Europe = 2nd derivative- Effect on Australia- Longer Term outlook- Implications for InvestmentSlides here.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association. (BFCSA)BFCSA investigates fraud involving lenders, spruikers and financial planners worldwide. For the past two decades, Ms Brailey, President of BFCSA (Inc), has been a tireless campaigner, championing the cause of older and low income people around the Globe who have fallen victim to banking and finance scams. In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations that Denise has come across in her experience. We also finish with Denise's top tips for people in the market for a home loan to help avoid getting into trouble.After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money everyday at Nucleus Wealth.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week’s webinar we explore what life is left in the Australian Government Bond trade.Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on how investments in bonds can provide safety and yet still outperform when conditions are right.- What happens when the safety trade isn’t safe?-Australia vs Global-RBA Tactics-What to watch out for-Implications for InvestmentWebinar slides hereThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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(Apologies for the sound, we had some tech difficulties and needed to shoot over the phone)We have another special guest week in Damien Boey, who is Credit Suisse’s head of Australian economics and equity strategy. He has worked for the firm for 13 years, and prior to his career at Credit Suisse, worked for 4 years at the Reserve Bank of Australia.After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money every day at Nucleus Wealth.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business channel, which is called Your Money.Alek's book, USA Gday, available here.In todays interview we dive into Alek’s take on the outcomes of the Royal Commission, the impacts expected on both the incumbent advice majors and newer licensees and how the changing landscape of financial advice is look in the near future.During his many years as managing editor of a number of leading financial publications, Aleks sits in the perfect position to provide some serious insight into a major component of the Australian economy.After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money every day at Nucleus Wealth.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and mortgage control fraud.https://twitter.com/PhilipSoosIn todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations that transpired about our banks mortgage lending behaviour.In doing his PhD in bank crime and mortgage control fraud, Phil sits in the perfect position to provide some serious insight into a major component of the Australian economy.After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money everyday at Nucleus Wealth.Join Nucleus Wealth’s Head of Investments, Damien Klassen, our Chief Economist, Leith Van Onselen and myself as we learn more about the real impacts that banks are having on everyday Australians lives, and what looms in their future and the future of the Australian property market.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week’s Nucleus Instant Insights, we look at the proposed changes to refundable imputation credits.Join Nucleus Wealth’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring:– Who the changes will affect most– How these changes could affect traditional high dividend stocks– Structuring for the changes– Things to think about if you are going to be affectedDownload Slides HereThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits.Join Nucleus Wealth’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring:– Who the changes will affect most– How these changes could affect traditional high dividend stocks– Structuring for the changes– Things to think about if you are going to be affectedDownload Slides HereThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar we explore the retaliation of China on a number of fronts.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the global economy.- Trade issues- Cyber warfare- Political Influence- How we position portfolios to face these threats head on.Download Slides HereThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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Join Nucleus Wealth’s Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of the recent Royal Commission on everyday Australian’s and the broader economy with bank veteran, author and now managing editor of the highly regarded Cuffelinks newsletter, Graham Hand.https://cuffelinks.com.au/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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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Nucleus Instants is a shortened version of our larger podcast designed to give you a brief overview of topics covered.This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at:- Household Consumption- Dwelling Investment- Public Demand- Business Investment- How the above data points should be used in investment portfoliosWebinar slides hereThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at:- Household Consumption- Dwelling Investment- Public Demand- Business Investment- How the above data points should be used in investment portfoliosWebinar slides hereThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 31 Jan) - we explore the key bear themes that will have an impact on world markets in 2019.Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at:- China - Can China arrest falling growth with more debt?- US - When does the Trump boom end?- Europe - Will Brexit and anemic economic growth remain?The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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The first of many Nucleus Wealth Investment Insights "Instant" series. We (attempt) to provide a short hit of our larger format podcasts in the aim of giving you a snapshot of key investment themes covered.We hope you get excited, learn something, maybe check out the big one and perhaps consider investing with us at some point.Webinar slides hereSubscribe page hereHere's the standard blerb, take from it what you will.This week's LIVE webinar (12:30pm AEST, Thursday 24 Jan) - we explore the prospects of global shares over the next 12 monthsJoin Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at:- The showdown between stocks and bonds, which will be the best performer in 2019?- What has been happening behind the scenes with Nucleus Wealth portfolio's and how we are positioning for the year ahead.The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week's LIVE webinar (12:30pm AEST, Thursday 24 Jan) - we explore the prospects of global shares over the next 12 monthsJoin Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at:- The showdown between stocks and bonds, which will be the best performer in 2019?- What has been happening behind the scenes with Nucleus Wealth portfolio's and how we are positioning for the year ahead.The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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Join Nucleus Wealth's Head of Investment Damien Klassen and Tim Fuller as we discuss all things bonds, where they fit in the investment landscape and why they are an important part of any diversified portfolio.The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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NUCLEUS WEALTH INSIGHTSGood Defence is the Best Offence (Show originally aired on the 12th of July 2018)On this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies.- Can volatility be viewed as a whole or a sum of many parts?- How stock selection can help insulate a portfolio in volatile times.- Tactics used at Nucleus Wealth to help protect client portfolio's.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !#nucleusinsightsThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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This week’s LIVE webinar (12:30pm AEST, Thursday 20 Dec) – we explore what can really go on behind the closed doors of investment managers.Only when the tide goes out do you discover who has been swimming naked.Warren BuffettIt is a market truism that a rising stock market can hide a lot of sins, and it is only when markets fall or become volatile that you can see who has been simply taking lots of risk in a bull market.Join Nucleus Wealth’s Head of Investments Damien Klassen and general dogs body Tim Fuller as we look at:– Are the assets within a fund what you thought they were?– Are the funds invested how they should be?– Are consistently smooth returns in volatile times actually a cause for concern?So, with markets down 10%+ over the past few months, now is the perfect time for you to have a closer look at your investment manager’s returns and work out whether they are swimming naked.Webinar slides hereHEAD HERE for webinar next Thursday, and have your questions answered live!Can’t make it to the live series? Catch up on the content by Podcasts or our recorded Videos.The information on this webinar 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.nucleuswealth.com

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Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at- the current economic data coming out of China- Headwinds facing another major local boom- How these themes will impact investment across the worldWebinar slides - http://bit.ly/2rx1AxoThe information on this webinar 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.

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Today on the podcast we have Erik Townsend, a retired software entrepreneur turned hedge fund manager, public speaker and co-author of his own popular industrial grade podcast, MacroVoices. Erik is joining us today to talk about his new book ‘Beyond Blockchain, the death of the dollar and the rise of digital currency’ and how a global digital currency could unlock US dollar hegemony over world trade.https://www.macrovoices.com/bbThe information on this webinar 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.nucleuswealth.com

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Special 'From the Vault' edition - episode shot on the 14th of December 2017, mid frothy cryptobubble. Bitcoin was trading at $23,400 AUD.Damien Klassen, David Llewellyn Smith and Tim Fuller give their thoughts on Bitcoin and blockchain, what to look out for and where it is going.The information on this webinar 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.nucleuswealth.com

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This week's webinar (12:30pm AEST, Thursday 29 Nov) - brings dodgy financial advice under the spot light. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings.Join us as we run through the key factors to consider when seeking advice, warning signs to look out for and why it pays to seek a second opinion.The information on this webinar 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.nucleuswealth.com

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This week's webinar (12:30pm AEST, Thursday 22 Nov) - is an Australian Housing Crash update.A slump in auction clearance rates, tightening credit, revelations of huge amounts of 'liar loans' and of course, falling house prices.Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities.The information on this seminar 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.nucleuswealth.com

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This week’s webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Its a longie, but a goodie.Bubbles– Classifying which type of bubble we are in– Identifying the key factors– Conditions evident to support our caseThe CrashPolicy ResponsesThe information on this seminar 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.nucleuswealth.com

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This week’s webinar is a US election special.What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets.The information on this seminar 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.nucleuswealth.com

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Join Nucleus Wealth Head of Investments, Damien Klassen, and Tim Fuller as we discuss where we are seeking new opportunities after the recent market shake out.The information on this seminar 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.nucleuswealth.com

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This week's webinar is a focus on the structural problems with superannuation:– How tax breaks are skewed– Superannuation isn't working at getting people off the aged pension– Problems with superannuation funds in focus at the Royal Commission– Investment opportunitiesThe information on this seminar 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.nucleuswealth.com

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We have had our 2nd big market wobble for 2018, perhaps marking a return of uncertainty after a tremendous multi year bull run for global markets.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss the how, why and what to do when markets have their turn on the bronco.nucleuswealth.com

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Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the raging trade war between the US and China and what the implications are for asset prices.

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This audio was recorded at the 2018 Nucleus Wealth / Macrobusiness Seminar held on Thursday 13th September in Melbourne.The information on this seminar 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.nucleuswealth.comQuestion guide (with time elapsed) :0:38 Q0 - Does Chinese Stimulus come in cycles?4:16 Q1 - Some questions around investing with Nucleus Wealth6:42 Q2 - The US hitting the fiscal cliff impact on share market9:24 Q3 - Will Labor back on negative gearing if successful next election?13:19 Q4 - What weightings are typical and how does this compare to other international managers?14:34 Q5 - How much can we trust Chinese economic numbers?18:17 Q6 - What is the risk of a bank bail in / Is a US boom similarly as good as China for Australians?21:28 Q7 - Why is the Aussie stock market no where near the GFC high?27:51 Q8 - Will Labor back on negative gearing if successful next election 2?29:44 Q9 - Is Australia still worth investing in?32:30 Q10 - Will the share market (and NW portfolios) fall faster than Aussie housing?36:54 Q11 - Physical Gold - when should it be considered?39:43 Q12 - How does Australian's record housing debt impact the broader Australian economy?42:37 Q13 - Why is Australian retail growth still so strong, particularly in the cities?46:36 Q14 - Will removal of negative gearing mean a surge in Primary Places of Residence?50:13 Q15 - What are your thoughts on a potential inversion of the US yield curve?

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This week on Nucleus Investment Insights we chat to Philip Soos, an independent economist, PhD candidate investigating bank crime and mortgage control fraud and co author of the book, Bubble Economics – Australian Land Speculation 1830 to 2013 with Paul Egan.www.nucleuswealth.com

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Join us as Nucleus Wealth Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the future of the Pacific Peso.- What is sitting behind the recent fall in the AUD?- Can the current drivers be relied upon for future direction?- How is the Emerging Markets Crisis and Trumps Trade War going to impact the AUD?The movement in the AUD creates significant opportunities for your portfolio - come along and hear how to take advantage.nucleuswealth.com

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This week on Nucleus Investment Insights we are delighted to spend some time with Catherine Cashmore, real estate commentator, President of tax reform think tank Prosper Australia and co owner of a property advocacy company called Anderson and Cashmore real estate. nucleuswealth.com

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This week on Nucleus Investment Insights we have a special guest, Dr Cameron Murray.Dr Cameron Murray. Cameron is an economist and consultant who specialises in property markets, environmental economics, and corruption. He teaches at the University of Queensland, blogs at fresheconomicthinking.com and co-author of last year’s breakout book, The Game of Mates.In todays interview we cover some of the key themes discussed by Cameron in his publications, and then look at some of the wider investment implications that we can then leverage in how we invest money everyday at Nucleus Wealth.Join Nucleus Wealth’s Head of Investments, Damien Klassen, our Chief Economist, Leith Van Onselen and myself as we chat all things Game of Mates with Cameron Murray.nucleuswealth.com

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Join Nucleus Wealth Head of Investments, Damien Klassen, Head of Strategy David Llewellyn Smith and Tim Fuller as we discuss the various ways you can take advantage of the other 98% of world stock markets.For the visual presentation head here - https://youtu.be/9X_kqmarO5U

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Join us today as Nucleus Wealth Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss current market conditions and how someone who is nervous about entering sharemarkets can still take advantage of opportunities.- Capital protection whilst still capturing some upside of shares- When to climb the wall of worry and when to sit it out- Tactics used by the professionals to protect a portfolioIf you are currently sitting on the sidelines, or need some insight into how to protect your wealth and yet still seek growth, this is the episode for you.The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.www.nucleuswealth.com

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This Thursday (12:30pm AEST) on the live Nucleus Wealth webinar looks at the Emerging Markets Crisis.– Is the Turkey basted?– Which is the next domino to fall?– Is China THE risk?– How these themes translate into investment practice at the MB FundSIGN UP for webinar, and have your questions answered live!Can’t make it to the live series ? Catch up on the content by Podcasts or our recorded Videos.The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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In this weeks Nucleus Insights - Mega Trends, has Nucleus Wealth Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets.* Rising inequality * Baby Boomers * Women in the workforce * Global debt levels * Company tax rates

www.nucleuswealth.comThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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The BAT has FAANGs, has Nucleus Wealth Head of Investment, Damien Klassen and Tim Fuller having a look at the perennial rise of the big US tech growth giants and some eastern upstarts in Baidu, Ali Baba and Tencent.* Looking at growth stocks in general * Is it too late in the cycle to dive in now? * Is there another Tech Wreck on it’s way?

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Join Leith Van Onselen, Damien Klassen and Tim Fuller having a look at the Australian Labour market as it stands today.* Whats the state of play? * Where is the labour market trending in Australia? * Do we have a new employment boom on our hands? * Tactics used at Nucleus Wealth to position portfolios for the future

The information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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NUCLEUS WEALTH INSIGHTSThis week on Nucleus Insights, Australian Housing - Boom and Doom will have Economist Leith Van Onselen and Strategist David Llewellyn-Smith join, Damien Klassen and Tim Fuller as they deconstruct the Australian Housing Market.- The Boom and Bust of Australia's favourite dinner topic, Housing.- Bust and Boom Locations.- Current snapshot of Australian Housing.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsights

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NUCLEUS WEALTH INSIGHTSGood Defence is the Best OffenceOn this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies.- Can volatility be viewed as a whole or a sum of many parts?- How stock selection can help insulate a portfolio in volatile times.- Tactics used at Nucleus Wealth to help protect client portfolio's.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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NUCLEUS WEALTH INSIGHTSResources - Dirty BusinessOn this episode of Nucleus Insights, Resources - Dirty Business will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources.* Resources sector valuations * Commodity price outlook * World commodity demand

If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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NUCLEUS WEALTH INSIGHTS Quant Rocks - Value is Key This episode of Nucleus Insights, Quant Rocks : Value is Key [3/4] will have Damien Klassen and Tim Fuller discussing Damien's favourite tool. * How does Nucleus pick 'Value' stocks ? * Man vs Machine: Where do quant processes help, where do they hinder ? * How Value stocks perform over the long term ?

If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTS China Triple ThreatOn this episode of Nucleus Insights, China Triple Threat will have David Llewellyn-Smith joining Damien Klassen and Tim Fuller to cover the latest from China. - How will Xi respond to Trump's Trade War ?
- Is China slowing or unleashing more debt ?
- What are the implications for investment ? If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTS Quant Rocks : Quality CountsThis episode on Nucleus Insights, Quant Rocks are back for our second episode to our four part series. Join us as Damien Klassen and Tim Fuller walk through Quantitative Research Methods and how they are applied to our portfolio for stock picking and evaluating the right stocks for our goals. - What is a "Quality" stock
- Man vs Machine: Where do quant processes help, where do they hinder
- How Quality stocks perform over the long termIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTS State of the NationOn this episode of Nucleus Insights, State of he Nation will have Leith Van Onselen joining us as he uncovers the hidden figures in the latest National Accounts. Listen on as Tim Fuller walks through the the report with Leith as they breakdown each segment against current trends. * What did the National Accounts show in the March Quarter ? * What do the National Accounts mean for your investments ?

If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTS GFC 2.0 - The Italian JobOn this episode David Llewellyn-Smith, Damien Klassen and Tim Fuller look at recent events over in Italy and their conundrum with the EU.* Will this be the beginning of another Global Financial Crisis ? * What does this mean for the Euro and european based investments? * What impact does could this have on the unwinding of the European Union?

If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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NUCLEUS WEALTH INSIGHTS The Future of Financial AdviceHear from Damien Klassen and Tim Fuller as we look at what remains of the Financial Advice Sector.* Given the recent royal commission's findings, what impacts will be felt in the financial advice sector? * Is this the end of aligned (bank) advice? * What changes are on the horizon for how financial advice is provided to clients? * What options are out there to avoid the pitfalls of bad advice?

If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTS Ethical Impacts on your Bottom Line.Hear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as we look at a your Ethical Choices and what to expect when applied to your investment portfolio.- Weighing up Pros and Cons of applying ethical investment choices.
- Can we make a difference ? At what cost ? - How much is too much ? What is your bottom line ? If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTS Housing - Australia's Favourite BoomHear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as we look at a the falling dollar and are we doomed ?- Past and current trends of the Australian dollar- Will we fall further ? Can we fall further ? - Positioning yourself for the best opportunityIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSHousing - Australia's Favourite BoomJoin David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller as we look at Australia's favourite topic in every conversation. The property bubble and the pop.- Drivers of Property Boom- Repercussions of driving a large Boom in the Property Market- What to do if you are investing or are planning to invest in the Property Market- What to look for in your current situationIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSAre the Banks Royally F * * * ?Join David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller as we take a look at recent hot topic of Royal Commission and the Banking Sector.- Banking and Finance Sector, what will become of the industry in Australia ?- What to expect if you invested in Australian Banks.- How to position your portfolio as we face years of change in the industry.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSAustralia - Boom or Bust CommoditiesJoin David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller as we take a look at recent events and what to do on inevitable future of Australian Commodities.- Future of Aussie Commodities- Finding opportunities in a bust- Find out how Nucleus Wealth is positioning its portfolios for upcoming commodity market preparing your portfolio for the drop.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

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NUCLEUS WEALTH INSIGHTSIs it time to sell Europe ?Join Damien Klassen and Tim Fuller as they take a look at the current position of Europe and what you should look for in your portfolio.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcastsThe information on this blog 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.#nucleusinsights

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NUCLEUS WEALTH INSIGHTSTrade WarsJoin Damien Klassen and Tim Fuller as we embark on a deep dive into:- What does it mean for the economy ?- Where will this lead the Services and Manufacturing Industry in Australia ?- How should you prepare your portfolio for the best outcome ?If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSQuant Rocks for Picking Stocks!Hear from Damien Klassen and Tim Fuller covering a 101 on quantitative research methods:- What are they ? - How and why are they so popular and effective ? - The depth of company share analysis quantitative research methods cover.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

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NUCLEUS WEALTH INSIGHTS2018-28 Investing for Australias Lost DecadeJoin Damien Klassen and Tim Fuller as we look at:- Investment opportunities for the next decade. - What to look for in the next ten years as we approach stagnant wages.- Low inflation - The unwinding of property market.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSHas the Aussie Dollar Peaked ?Join David Llewellyn-Smith, Damien Klassen and Tim Fuller as they cover:- The Australian Dollar Outlook- What does this mean for Australian Investors ?- Learning how to spot opportunities in current eventsIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSWorld Valuation Round UpJoin Damien Klassen and Tim Fuller as we embark on a deep dive into:- Global stock valuations- The impacts of credit- How this is applied to the portfolios at Nucleus WealthIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSOZ Economics !Special Guest Letih Van Onselen from MacroBusiness Superblog joins David Llewellyn - Smith, Damien Klassen and Tim Fuller, taking a dive into the current position of Australian Economy.- What will we be facing in a few years time ?
- How to spot opportunities in the Australian Economy.
- How can this influence your portfolio ?If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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NUCLEUS WEALTH INSIGHTSDrivers of VolatilityHear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as they cover the the causes of Market Volatility seen in recent events. Join us to learn how to. . .

• Spot opportunities in volatile markets
• Identify impacts on your portfolio
• How to prepare your portfolio for the upside in Market VolatilityIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.

We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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