Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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เนื้อหาจัดทำโดย Nucleus Wealth เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Nucleus Wealth หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Where startup founders raise millions and listeners can invest. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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This Is Woman's Work with Nicole Kalil
In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…
Ep. 346: SMSF Spring Clean! 5 Mistakes SMSF Investors Make | Nucleus Investment Insights
Manage episode 442191101 series 2280261
เนื้อหาจัดทำโดย Nucleus Wealth เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Nucleus Wealth หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dives into SMSF investing and looks at the most common mistakes that investors make.
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 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.
406 ตอน
แบ่งปันManage episode 442191101 series 2280261
เนื้อหาจัดทำโดย Nucleus Wealth เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Nucleus Wealth หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dives into SMSF investing and looks at the most common mistakes that investors make.
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 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.
406 ตอน
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen check in on house price affordability for Australians after the recent interest rate cuts. 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 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 .…
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases?Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen do a deep dive on this topic. 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 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.…
It would be hard to do a podcast on anything other than tariffs... Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen discuss the what, how, who and why. 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 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 .…
NVIDIA took a tumble this week as DeepSeek fears overran the market. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen have a look at DeepSeek, the messages and the investment outcomes from its emergence as an option in the AI market. 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 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.…
The Australian dollar has been in free-fall for a number of months, but has rallied in recent days. 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 five main drivers for the Australian dollar, and discuss whether there is more downside to come, and how long consolidation might last. 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 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.…
2025 has seen a huge rise in long term bond yields, causing ructions in the stock market. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at the causes, the implications and what it means for your portfolio. 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 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 .…
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, have a look at a range of different predictions for 2025 and assess their likelihood and effect. 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 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 .…
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, look through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025 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 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 .…
Join us in this Special Christmas edition of the podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents. 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 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 .…
A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Economist Leith Van Onselen discuss the four key reasons for the productivity bust in Australia. 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 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.…
1 Ep. 355: US Inflation Deep Dive: What Does It Say About Markets | Nucleus Investment Insights 20:34
Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch. Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen dig into what it is saying, why it is so important and the effects of different paths. 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 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 .…
1 Ep. 354: Stock Market Showdown: Earnings Momentum vs Valuation | Nucleus Investment Insights 40:34
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dig into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics. 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 hos t s 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 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 .…
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, do a deep dive about this. 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 hos t s 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 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 .…
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look closely on this topic. 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 hos t s 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 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 .…
1 Ep. 351: What Now? | Nucleus Investment Insights 1:03:14
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ลิสต์เล่นในภายหลัง 
ลิสต์เล่นในภายหลัง 
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ที่ถูกใจแล้ว1:03:14
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วAfter the US election, what should you be doing? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this topic. 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 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 .…
ASIC recently decided to wind down bank hybrids over a number of years. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen looks at why and what the options are for Australian investors in the income space. 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 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 .…
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the Trump trade - what are markets doing as betting odds improve. 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 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 .…
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue. What is the likelihood of a debt crisis in the near future? What are the signs to look for? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen discusses these questions. 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 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 .…
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic. Is this China's "whatever it takes" moment? Or just another in a long list of announcements with little follow through? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss these questions. 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 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 .…
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dives into SMSF investing and looks at the most common mistakes that investors make. 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 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 .…
1 Ep. 345: Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom | Nucleus Investment Insights 48:12
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs. Are they overheated? What are the latest developments and should you still be invested in these companies? 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 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 .…
The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, run through these issues and look at the path for oil. In particular, what will weak oil prices and the effect on inflation do to RBA forecasts? 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 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 .…
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP. While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, plus regional banking failures in the US or the quant quake before that. But the amount of excess capital is enough to wash away any moments of indigestion. In this week’s podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen discussed the flood of excess capital and what stocks you may want to include on your investment ark. 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 Wea l th 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.…
Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts. As the bellwether stock for the AI sector, it will be difficult to have an AI boom if NVIDIA is not taking part. Today we dig into the result and look at what is being extrapolated. 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 Wea l th 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 .…
After a bout of volatility, stock markets have settled. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, take a quick look at whether the issues are over or there is more to come. 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 Wea l th 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 .…
1 Ep. 340: Will Australia Raise Interest Rates While The Rest Of The World Cuts? | Nucleus Investment Insights 54:46
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, dive into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates. 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 Wea l th 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 .…
There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing - is this an opportunity to reload on technology stocks, or is it a pin in the bubble? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this issue. Agenda: Fundamentals Valuation Macroeconomic 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 Wea l th 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 .…
1 Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights 1:10:15
1:10:15 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:10:15
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วAfter surviving an assassination attempt, 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 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 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 Wea l th 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 .…
This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries have run too hard? Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets 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 Wea l th 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 .…
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 here Watch the episode here 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 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 .…
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. 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 Wea l th 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 .…
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. 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 Wea l th 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 .…
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 here Watch the episode here 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 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 .…
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 here Watch the episode here 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 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 .…
Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith look at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production strong. Interruptions to Russian oil production are still a wild card which could spur the price higher, but there is not much good news around. 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 Wea l th 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 .…
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 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 Wea l th 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 .…
1 Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights 38:50
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. 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 Wea l th 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 .…
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. 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 Wea l th 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 .…
1 Ep. 330 Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights 44:31
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 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 Wea l th 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 .…
1 Ep. 329 Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights 1:00:48
1:00:48 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:00:48
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
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 here Watch the episode here 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 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 .…
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 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 Wea l th 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 .…
1 Ep. 327 Housing Rent Heatwave: How It Is Affecting Macro Investment Trends | Nucleus Investment Insights 29:29
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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
1 Ep. 326 Boom Or Bust: Copper And Lithium In The Green Tech Era | Nucleus Investment Insights 32:58
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. 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 Wea l th 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 .…
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. 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 Wea l th 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 .…
1 Ep. 324 Australia Is An A Per-Capital Recession. Does It Matter? | Nucleus Investment Insights 37:23
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. 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 Wea l th 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 .…
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 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 Wea l th 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 .…
1 Ep. 322 What Will Trump 2.0 Mean For Investors? | Nucleus Investment Insights 1:17:14
1:17:14 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:17:14
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วWhile 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 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 Wea l th 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 .…
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. 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 Wea l th 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 .…
1 Ep. 320 Earnings Season Unveiled: A Tale of Triumphs Amidst Turmoil | Nucleus Investment Insights 41:19
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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
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? 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 Wea l th 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 .…
1 Ep. 317 Explosive Growth In The Uranium Price: Is Nuclear Back? | Nucleus Investment Insights 1:08:20
1:08:20 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:08:20
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วWith 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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
1 Ep. 315 Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights 28:09
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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
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 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 Wea l th 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 .…
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 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 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 .…
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 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 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 .…
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 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 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 .…
1 Ep. 309 Why Is Excess mortality Still High, What Does It Mean For Insurers? | Nucleus Investment Insights 38:23
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 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 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 .…
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 here Watch the full episode here 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 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 .…
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 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 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 .…
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 here Watch the full episode here 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 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 .…
1 Ep.307 A Reluctant Embrace: The Australia-China Uneasy Partnership | Nucleus Investment Insights 53:38
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 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 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 .…
1 Ep.306 The Weight Is Over: Capitalising on the Booming Weight Loss Drug Industry | Nucleus Investment Insights 54:26
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 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 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 .…
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 here 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 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 .…
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 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 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 .…
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: 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 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 .…
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 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 .…
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. 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 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 .…
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 here 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 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 .…
1 6.41 Hacked! An Investment Look at IT Security with Patrick Gray | Nucleus Investment Insights 1:03:03
1:03:03 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:03:03
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThere 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. 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 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 .…
1 6.40 Unlocking Hidden Opportunities: Thriving in Recession-Tested Sectors | Nucleus Investment Insights 49:56
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 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 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 .…
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: MoneySmart Tru Wealth Advice Empowering you to develop money and investing as tools for living your fullest life. 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 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 .…
1 6.39 Tightening The Screws On Aussie Households With Martin North | Nucleus Investment Insights 1:10:17
1:10:17 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:10:17
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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 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 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 .…
1 6.38 Income Extravaganza | Nucleus Investment Insights 1:05:43
1:05:43 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:05:43
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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 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 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 .…
1 6.37 Is The Chinese Snowball Getting Bigger? | Nucleus Investment Insights 1:11:30
1:11:30 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:11:30
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThis 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 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 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 .…
1 6.36 Will US Commercial Property Be The Epicenter Of The Next Property Crash? | Nucleus Investment Insights 57:29
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? 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…
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 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…
1 6.35 Jonathan Rochford: When A Distressed Debt Manager Meets An Economic Bust | Nucleus Investment Insights 1:15:18
1:15:18 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:15:18
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วAre 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. 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…
1 6.34 Is The Iron Ore Trapdoor Opening? | Nucleus Investment Insights 1:15:53
1:15:53 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:15:53
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThis 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 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…
1 6.33 PPI Crash: Unveiling Inflation's Future or Corporate Gouging? | Nucleus Investment Insights 32:13
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 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…
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. 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…
1 6.32 Market Earnings At A Critical Point... Will Earnings Forecasts Hold Up? | Nucleus Investment Insights 41:23
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. 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…
1 6.31 Professor Steve Keen: Has Bank Lending Shuddered To A Halt? + Carbon Tracking | Nucleus Investment Insights 1:03:56
1:03:56 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:03:56
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วSteve 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. 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…
1 6.30 Michael West: On The Hunt For Abuse Of Power | Nucleus Investment Insights 1:19:30
1:19:30 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:19:30
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThe 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. 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…
1 25 The Ulysses Contract: How To Never Worry About The Share Market Again - By Michael Kemp | Nucleus Wealth Empower 1:09:00
1:09:00 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:00
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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. 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…
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's bust structural End of cycle shock Next cycle: Australia poorly positioned No AI No reshoring China’s commodity super-deflation, limited ESG commodity exposure Another lost decade on poor policy making 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…
1 6.28 War And Wealth: Investing post Wagner’s Russian coup | Nucleus Investment Insights 1:18:12
1:18:12 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:18:12
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วExtraordinary 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 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…
1 6.27 Has The RBA Gone Too Far? | Nucleus Investment Insights 1:04:00
1:04:00 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:04:00
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วFor 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 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…
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? 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…
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. 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…
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. 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…
1 6.23 Is A Recession Inevitable? With Peter Boockvar, C.I.O. of Bleakley Financial Group | Nucleus Investment Insights 42:32
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. 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 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…
1 6.22 The Transparency Warrior VS Vested Interests W/ Ex-Senator Rex Patrick | Nucleus Investment Insights 1:18:51
1:18:51 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:18:51
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วFrom 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. 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 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…
1 24 Rentageddon: Is Gen Z careening towards another crisis? | Nucleus Wealth Empower 1:03:05
1:03:05 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:03:05
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วHave 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. Twitter Instagram Facebook LinkedIn 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…
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. 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 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…
1 6.20 Inflation: Why Are Food Input Prices Falling But Grocery Prices Rising? | Nucleus Investment Insights 37:40
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. 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 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…
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. View the presentation slides 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 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 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…
1 6.18 After A COVID Hiatus, Are Companies Finally Going Bankrupt? | Nucleus Investment Insights 34:48
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. View the presentation slides Agenda: Insolvencies State of play Delayed or just back to normal Tax office return Rough time frame for interest rates 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 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…
1 6.17 What Happens When A Nascent Housing Boom Meets A Mortgage Cliff | Nucleus Investment Insights 1:00:31
1:00:31 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:00:31
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThere 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. View the presentation slides Agenda: US Credit Crunch Prices rebounding Interest rates already falling?? Mortgage cliff impact biggest unknown 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 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…
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 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 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…
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. Twitter Instagram Facebook LinkedIn 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…
1 6.15 Disruption! Which Sectors Are Most At Risk From AI Advances | Nucleus Investment Insights 1:09:35
1:09:35 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:35
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วEvery 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. View the presentation slides 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 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 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…
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. View the presentation slides Agenda: The Bull Case Gershenkron growth models Demographics Immigration Student “exports” Resources Geopolitics 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 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…
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. View the presentation slides Agenda: Credit crunch! Background This time is different Three paths What to watch Where to hide Investment implications 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 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…
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. View the presentation slides Agenda: Quant Recap What is working Low vol Momentum Growth Quality Value Outlook 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 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…
As these things often do, the Silicon 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. 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 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…
1 6.10 Is A Banking Crisis Underway? | Nucleus Investment Insights 1:01:12
1:01:12 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:01:12
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วLast 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. View the presentation slides Agenda: Background Commercial Property Banking standards tightening Insolvencies are back Delayed effect of interest rate rises Valuation Investment implications 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 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…
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. View the presentation slides 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 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 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…
1 22 Shining a Light on Your Future: The Critical Importance of Transparency in Your Superannuation | Nucleus Wealth Empower 44:13
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. Twitter Instagram Facebook LinkedIn 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…
1 6.08 No European Energy Crisis, No Problem? Not So Fast, Says the Economy | Nucleus Investment Insights 41:18
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. View the presentation slides Agenda: Background Energy Euro Fundamentals Valuation Investment implications 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 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…
1 6.07 Lithium: Exploring Investment Opportunities In The Cambrian Explosion | Nucleus Investment Insights 1:37:11
1:37:11 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:37:11
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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. View the presentation slides 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. 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 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…
1 6.06 Who is more believable: Central Banks or Interest Rate Markets? | Nucleus Investment Insights 41:29
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. 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 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…
1 6.05 Sorting The Weird Renewable Energy Tech From The Wonderful | Nucleus Investment Insights 1:23:52
1:23:52 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:23:52
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThis 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. View the presentation slides 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 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 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…
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? View the presentation slides Agenda: 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 Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn 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…
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. View the presentation slides 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? 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 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…
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. View the presentation slides 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 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 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…
1 5.40 Which Economic Imbalance Will be the First to Crumble? | Nucleus Investment Insights 1:08:20
1:08:20 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:08:20
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn "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. View the presentation slides Agenda: Where is the next Lehman moment? US imbalances European imbalances Chinese imbalances Emerging market imbalances Australian imbalances Market implications 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 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…
1 5.39 Will Central Banks Crash the World? | Nucleus Investment Insights 1:13:07
1:13:07 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:13:07
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIndependent 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. View the presentation slides 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 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 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…
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. View the presentation slides Agenda: Supply Chain Manufacturing Shipping Inventories Containers Cars Energy 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 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…
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 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/ #Money #FinancialFreedom #NucleusWealth…
1 5.37 Extraordinary Index Investment Opportunities | Nucleus Investment Insights 1:19:14
1:19:14 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:19:14
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThere 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 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 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…
1 5.36 Why The Australian Property Market Is Worse Than It Looks | Nucleus Investment Insights 1:04:32
1:04:32 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:04:32
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วAgitated 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 Find us on social media: Twitter Instagram Facebook LinkedIn 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…
1 20 MATE, IT'S ALL RIGGED: What You Can Do About Australia’s Political Grey Corruption | Nucleus Wealth Empower 38:20
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.…
1 5.35 Rigged: How Networks of Mates are Ripping You Off | Nucleus Investment Insights 1:09:03
1:09:03 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:03
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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: 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 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 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…
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 Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn 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…
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. View the presentation slides 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 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 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…
1 5.32 Energy Crisis: Will Albo Step Up to the Plate or Hide in the Dugout | Nucleus Investment Insights 33:50
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. View the presentation slides 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 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 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…
1 5.31 Seven Things About Higher Yields Your Fund Manager Won't Tell You | Nucleus Investment Insights 52:06
Yields have increased as stock and bond prices have fallen this year. Does this mean this is a good time to buy for yield investors? Join us for a deep dive into the pitfalls of yield investing and the implications for investments. View the presentation slides 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 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 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…
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 View the presentation slides…
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. View the presentation slides Agenda: Fundamental Bears vs Technical Bulls 3 effects Economy Valuations Earnings Price Movement Investment Outlook 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 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…
1 6.02 What's Instore For 2023? | Nucleus Investment Insights 1:11:45
1:11:45 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:11:45
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThe 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. View the presentation slides Agenda: Economic Geopolitical Investment Investment implications 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 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…
1 6.01 Megatrends 2023 | Nucleus Investment Insights 1:01:51
1:01:51 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:01:51
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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. View the presentation slides Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs 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 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…
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. View the presentation slides Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls To listen in podcast form click h ere Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hos t s Find us on social media: Twitter Instagram Facebook LinkedIn 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…
In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discuss 2023's "odds-on recession". View the presentation slides 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 To listen in podcast form click h ere Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hos t s Find us on social media: Twitter Instagram Facebook LinkedIn 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…
Australian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster at the headline. Where is this heading and what will be its effect for the incoming year? In this Rapid Insights episode, Nucleus Wealth video, we examine these questions. https://nucleuswealth.com/articles/australian-property-market-update/ 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 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 .…
1 5.50 Property with Martin North: The Rate Cut That Nobody Noticed | Nucleus Investment Insights 1:09:13
1:09:13 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:13
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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. View the presentation slides Agenda: Increasing or decreasing? Proportion of GDP - level more important or change? Mortgage stress Investment implications To listen in podcast form click h ere Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hos t s Find us on social media: Twitter Instagram Facebook LinkedIn 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…
1 5.49 The 2023 Recession The World Has To Have | Nucleus Investment Insights 1:13:15
1:13:15 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:13:15
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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. View the presentation slides 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 To listen in podcast form click h ere Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hos t s Find us on social media: Twitter Instagram Facebook LinkedIn 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…
1 5.48 Crypto Contagion! Is FTX the Tip of the Iceberg? | Nucleus Investment Insights 1:10:35
1:10:35 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:10:35
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วJoin 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? View the presentation slides There are two main issues: The size of the crypto market and how much the 'negative wealth effect' from the falls could have. Could we see a run on exchanges similar to what we saw with Lehman in the financial crisis? 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 hos t s Find us on social media: Twitter Instagram Facebook LinkedIn 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…
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. View the presentation slides 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 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 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…
This episode was recorded on 18/11/2022 It's been a tough year for Chinese property developers. The last month has brought some relief in the form of government support, but the questions still remain: - How far will these measures go? - And is it time to buy resources and AUD yet as a result? In this first episode of a new type of Nucleus Wealth video, we look at just these questions. To listen in podcast form click h ere Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hos t s Find us on social media: Twitter Instagram Facebook LinkedIn 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…
1 5.46 Cracks Appearing in the Foundations of the Australian Property Market | Nucleus Investment Insights 1:09:09
1:09:09 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:09
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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. View the presentation slides 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 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 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…
1 5.45 Are We Close To The Market Bottom? | Nucleus Investment Insights 1:03:49
1:03:49 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:03:49
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วOn this week's podcast, we are joined by Evan Lucas, The Chief Market Strategist at Invest Smart to talk about his new book Mind Over Money and to discuss the markets. View the presentation slides 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 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 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…
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. View the presentation slides 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 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 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…
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. View the presentation slides Agenda: Crash of The Century: Chinese Property Highway to hell Economic fallout Markets fallout Political fallout 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 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…
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 Find us on social media: Twitter Instagram Facebook LinkedIn 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…
1 5.29 Is The Mining Supercycle Gone Already? | Nucleus Investment Insights 1:21:34
1:21:34 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:21:34
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วAs 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 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 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…
1 5.28 Housing Affordability Smashed by RBA | Nucleus Investment Insights 1:03:19
1:03:19 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:03:19
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วSydney 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 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 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…
1 5.27 Looking For Survivors Amongst The Quant Rubble | Nucleus Investment Insights 1:12:24
1:12:24 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:12:24
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 II3SINJDT5BgKfkGXHTj…
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…
1 5.25 Does The Bear Market Have More Teeth? | Nucleus Investment Insights 1:01:30
1:01:30 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:01:30
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf Agenda: * 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 disingenuous To listen in podcast form click here: https://nucleuswealth.com/podcasts/?u... Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/regi... Learn more about the hosts: https://nucleuswealth.com/people/?utm... Find us on social media: https://www.facebook.com/NucleusWealth https://twitter.com/NucleusWealth https://www.linkedin.com/company/nucl... Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your...…
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…
1 5.24 Energy Market Failure: What does it mean with Katharine McKenzie? | Nucleus Investment Insights 1:13:11
1:13:11 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:13:11
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThe National Energy Market failed this week, so we invited Western Australian energy expert Katharine McKenzie on to get her thoughts. Katherine runs an energy consultancy after years working for the West Australian government on energy policy, including decisions not to join the National Energy Market. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Australian-electricity-meltdown.pptx.pdf There are effectively 3 energy markets in Australia: * Western Australia where wholesale prices averaged $68/MWh over the last week. * Northern Territory where wholesale prices are around $70/MWh * The rest of Australia where wholesale prices were fixed at $300/MWh because they were spiking into the thousands and then the AEMO had to step in to force production To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: 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://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…
1 5.23 The Lucky Laundry - Australia's Black Money with Nathan Lynch | Nucleus Investment Insights 1:04:58
1:04:58 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:04:58
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Financial Crime Intelligence, Nathan Lynch, and Senior Financial Adviser, Samuel Kerr, delved deep into the world of money laundering. Nathan Lynch explained how dark money has infected the lives of ordinary people - and tainted Australian democracy. Australia is awash with dirty money. It flows through our economy, keeps banks running, powers big business, puts coffee on restaurant tables, seeps into clubs, pubs, sport, the art world and anywhere that value is moved. It infiltrates real estate, costs billions in policing, and takes a terrible toll on Australian lives. Agenda: Australia's failure to sign onto global anti-money laundering rules Money laundering into Australian property International perceptions of Australia Will a new government finally lead to reform? View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/The-Lucky-Laundry.pdf To listen in podcast form click here: https://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://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…
1 5.22 Is there a property crash brewing? Catherine Cashmore says NO. | Nucleus Investment Insights 1:26:11
1:26:11 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:26:11
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Buyers Advocate, Media Commentator and Economist, Catherine Cashmore, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, will discuss whether a crash is in the future for Australian property. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Is-there-a-property-crash-brewing.pdf Agenda: * Current Affordability * Interest rate forecasts * Impact on Aussie households and economy * Is there a property crash brewing? * Investment implications To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth https://twitter.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…
1 5.21 Australian Economy in for an Electric Shock | Nucleus Investment Insights 1:02:18
1:02:18 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:02:18
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 Agenda: The Preposterous Australian Energy Shock * Global prices for key energy inputs hit home * A brief history of gas markets * Why Australia is different * What to do about it * Investment implications To listen in podcast form click here 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 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…
In this investment podcast, Nucleus Senior Financial Adviser Samuel Kerr, Chief Economist Leith van Onselen, and Chief Strategist David Llewellyn-Smith gave an update on the state of the Australian economy that the new government is receiving. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/Podcast_slides.pdf Agenda: Current economic conditions superficially good. Outlook poor due to rising inflation and interest rates. Cost of living pressure biting. Lots of factors out of Labor's control. Economy set to deteriorate sharply as household consumption dives. Labor likely to be blamed when proverbial hits the fan. Risks Labor once again being tagged as "poor economic managers". To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_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://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…
1 5.19 Is China's Great Reckoning At Hand? | Nucleus Investment Insights 1:13:23
1:13:23 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:13:23
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 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 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 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…
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 Agenda: Markets are no longer expensive… Is it time to buy? Valuation overview Global tightening, fiscal and monetary European economy, the war and energy Chinese economy, the property bust and COVID US economy and the Fed Implications for markets To listen in podcast form click here 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 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…
In this episode of Nucleus Wealth Empower, Nucleus Wealth's Chief Operating Officer Shelley George is joined by Nucleus Wealth's Chief Investment Officer, Damien Klassen, to discuss the recent increase in interest rates from the RBA and whether Boomers had it worse in the 1980s at 17% interest than millennials now at 0.35%.…
In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr, will do a round-up of Q1 company reporting season to date and have a look at the interaction between inflation and company profits. View the presentation slides Agenda: Will the earnings boom continue Economic slowdown Top down US Earnings Regional Earnings Sector earnings Individual stocks Investment outlook Agenda: Will the earnings boom continue Economic slowdown Top down US Earnings Regional Earnings Sector earnings Individual stocks Investment outlook To listen in podcast form click here Get an obligation-free portfolio rec o mmendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn 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…
1 5.16 It's Bond, Contrarian Bond | Nucleus Investment Insights 1:08:15
1:08:15 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:08:15
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/Its-Bond-Contrarian-Bond.pdf Agenda: Movements in bond yields Global tightening, fiscal and monetary European economy, war and energy shock Chinese economy, property bust and COVID shock US economy, inflation and interest rate shock Spanish Flu analogy Implications for markets To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth https://twitter.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…
When should and shouldn't you use the superannuation downsizer contribution?
1 5.15 Scrambling for Solar - Can supply chains save the world? with Nigel Morris | Nucleus Investment Insights 1:08:36
1:08:36 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:08:36
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, Chief Investment Officer, Damien Klassen, is joined by Nigel Morris, Head of Business Development at Solar Analytics and Renew Economy, and Sam Kerr, Senior Financial Adviser, to discuss the state of renewable energy supply chains in the face of the Russian invasion of Ukraine, and the implications that's had on European demand for Russian gas. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/scrambling-for-solar.pdf Agenda: Effect of Ukraine war on solar demand Solar pricing Supply chain interruptions Short term pain, long term gain Investment outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/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://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…
1 5.14 ScoMo vs Albo - The Investment Impact of Election 2022 | Nucleus Investment Insights 1:01:03
1:01:03 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:01:03
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, the Nucleus Wealth team will explore the economic context with which we enter the 2022 Federal Australian election and the likely investment implications should one of the major parties secure an outright majority and be able to implement their policies. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/scomo-v-albo.pdf Agenda: A history of the Australian economy Policy platforms The soft side of economics Tax arbitrage Investment outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?u... Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/regi... Learn more about the hosts: https://nucleuswealth.com/people/?utm... Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleusw... Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to…
In this investment podcast, Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr explore whether rising rates will crush house prices. Agenda: Rising rates will crush house prices How to value property Property macroeconomics Effect of rising interest rates Buying vs renting Property vs shares View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/rising-rates-will-crush-house-prices.pdf To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://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…
Stock markets have rallied hard off their Ukraine war lows - is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is coming and whether this market rally is a dead cat bounce or not. Agenda: The six shocks of global recession Global tightening, fiscal and monetary European economy, the war and energy Chinese economy, the property bust and COVID US economy and the Fed Spanish Flu analogy Implications for markets View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/The-six-horseman-of-global-recession.pdf To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?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 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…
1 5.11 Navigating the Debt Minefield with Jonathan Rochford | Nucleus Investment Insights 1:14:01
1:14:01 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:14:01
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr explore debt markets in the face of the Ukrainian invasion. Please view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/Navigating-the-debt-minefield.pptx On the agenda: Russian default and fall out Financial plumbing issues from removing Russia Rising HY spreads globally and funding pressures Chinese developers Rising CDS prices, implications Australian funding availability, cost of bank debt Leverage and hedge funds Effect of interest rates on house prices To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the 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 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…
In this investment podcast, Chief Investment Officer Damien Klassen, Economist and Author Professor Steve Keen, Leith van Onselen, the Chief Economist at Nucleus Wealth and Senior Financial Adviser Samuel Kerr explore whether the housing market has peaked in Australia. View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/Has-the-housing-market-peaked_.pdf On the agenda, Interest rates rising. Is that the end of rising house prices? Debt burden, how much can interest rates rise Trade-off between goods, services and housing expenditure by consumers Structural change in demand for houses Inflationary constraints (supply chain's Minsky moment?) Affordable housing To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_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 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…
1 5.09 Commodity Blow-Off | Nucleus Investment Insights 1:20:03
1:20:03 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:20:03
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn this investment podcast, Chief Strategist David Llewellyn-Smith, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr take another look at the commodities price boom in the face of the Ukrainian invasion. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/Commodity-Blowoff.pdf Agenda: Latest situation Anatomy of a blow-off Effective sanctions Supply elasticity Demand destruction Risks: Financial crisis / Recession / Supply chain risks / Retaliation All about the Fed Investment Impact To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast 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…
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…
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.pdf Agenda: Asymmetric risks Financial crises possibility Recession Supply chains Cyber attacks Limited upside 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/?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…
1 5.07 Australia's universities: can they reform? With Salvatore Babones | Nucleus Investment Insights 59:23
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.pdf Agenda: 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=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/?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…
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 today Topics discussed: ABS January Labour results Tightest jobs market in generations Role of closed borders Implications for wages Implications for interest rates View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/02/Australias-record-breaking-labour-market.pptx.pdf To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://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…
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 ending Topics covered: PMIs A typical inventory cycle Today's inventory / sales Retail sales Capacity expansion? 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/?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…
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 continue Topics on the agenda today: Bull case for markets Supply chain Wage Growth China Earnings Valuation 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/?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…
1 5.03 China's Property Market crash lands in 2022 | Nucleus Investment Insights 1:06:48
1:06:48 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:06:48
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 landing Agenda: - 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=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/?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…
1 5.02 Will Australian Property continue to Boom in 2022? With Martin North | Nucleus Investment Insights 1:22:33
1:22:33 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:22:33
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/01/DFA-12-Jan-2022.pdf On the agenda: - Latest household mortgage stress data - Postcode stress mapping - Scenario analysis on what's next for Australian property - Viewer questions 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/?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…
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 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/immigration-employment-and-interest-rates.pptx.pdf On 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=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 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…
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 decision View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/how-to-make-your-ethical-investment-effective.pdf On the agenda: Defining Ethics Effect on portfolio performance What are the options for ethical investing What are the pitfalls of ethical investing 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 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…
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 Economy View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/another-lost-decade.pdf On 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=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/?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…
1 4.50 7 Key long term Investment trends for 2022 | Nucleus Investment Insights 1:09:10
1:09:10 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:10
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/megatrends.pptx.pdf On the agenda What is a long term trend What are the 7 key long term trends? How to use them in investment Investment Outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social 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…
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 shares Empowering 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=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 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…
1 4.49 Omicron investment market impacts | Nucleus Investment Insights 1:00:32
1:00:32 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:00:32
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 impacts View the slides: https://nucleuswealth.com/wp-content/uploads/2021/12/omicron-market-impacts.pptx.pdf On the agenda: Virus Background Key Unknowns Government and people reactions OMICRON scenarios 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/?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…
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.pdf On the agenda: Structure versus cycle Five drivers: Terms of trade, yields spreads, technicals & sentiment, USD. OMICRON scenarios 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/?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…
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=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 #superannuation #firsthome #ausproperty…
1 4.47 The Future of Energy, with Bruce Thompson | Nucleus Investment Insights 1:10:39
1:10:39 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:10:39
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 Energy On the agenda: - Future of energy markets/grids; off-grid vs national vs local - Solar & Batteries; cost reductions, technology improvements - Chinese competition You 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=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/?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…
1 4.46 Are Supply Chains broken? | Nucleus Investment Insights 1:02:27
1:02:27 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:02:27
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if supply chains are broken View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/supply-chain.pdf On the agenda: Two scenarios to drive the market Lumber Shipping Semiconductors Cars 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/?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…
1 12 How to get your voice heard as a Retail Shareholder, with Rachel Waterhouse - Nucleus Wealth Empower 20:36
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 shareholder Empowering you to develop money and investing as tools for living your fullest life. You can contact Rachel at ceo@asa.asn.au Sign 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.aspx Timestamps: 00:00 Introduction 1:36 Rachels background to this point 2:46 What is ASA and what does it do? 3:50 Rachel's background informing her current role 4:30 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 recently 10:03 Annual General Meetings 11:04 Typical members of ASA? 12:55 SMSF's 14:06 asa member meetings 15:09 how do people become members of asa 16:00 current AGM trends this season 18:30 Special offer: upcoming virtual investment forum 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 #asx200 #australianshareholdersassociation #retailinvesting…
1 4.45 The Iron Ore Catastrophe | Nucleus Investment Insights 1:29:55
1:29:55 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:29:55
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 unfolding View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/The-Iron-Ore-Catastrophe.pdf On the agenda: Chinese construction hard landing Iron ore incredibly oversupplied short term Iron ore ridiculously oversupplied medium term Iron ore ludicrously oversupplied long term Other commodities Implications for miners Implications for Australia 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/?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…
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 Rates View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/11/rba-loses-control.pptx.pdf On the agenda: - Forward guidance - Bond yield changes - Bank Lending - Commodities & AUD - Immigration & Students - 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://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…
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 Earnings Regional Earnings Sector earnings Inflation Individual stocks Investment outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social 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…
We're seeing an uprecedented Energy bubble, we discuss if it will lead to full-blown crisis
1 4.41 Stagflation! | Nucleus Investment Insights 1:14:49
1:14:49 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:14:49
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf On 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 & agenda 01:48 What is stagflation? 03:14 US Inflation 10:17 Commodity prices 13:02 Biden's infrastructure plan 21:45 Can MMT & Stagflation co-exist? 23:19 Chinese inflation weak 29:15 Commodity and energy prices 53:05 Australia 55:18 Broad investment implications 1:01:02 Dominic Perrottet wants to resume mass migration 1:08:30 Gold 1:10:13 Iron ore 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/?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…
1 4.40 Why are Australian Banks so profitable? With Matthew Johnson | Nucleus Investment Insights 59:03
In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. You can find Matt's writing at http://signalmacro.com/ Timestamps: 00:00 Introduction and background on Matt 03:20 Bank funding & CLF 09:30 Why are Australian banks so profitable? 18:10 Are these changes a signal that govt will stop pushing house prices? New Zealand housing market 29:30 Will Aus follow suit and raise rates? 35:10 Wage growth 36:50 USD vs AUD 41:05 Worst case scenarios for the big 4? 45:15 TFF 46:20 Bond rates 48:00 The RBA following other global banks 52:45 Macro look at US economy 55:55 Europe and their ties to China 57:20 Where you can find Matt To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-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/?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…
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.pdf On the agenda: - Evergrande a symptom, not a cause - World wages rebounding - Structural changes are muddying the water - Australia has different issues - 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://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…
1 11 How and why you should avoid Lenders Mortgage Insurance, with Martin North - Nucleus Wealth Empower 29:37
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 Introduction 02:20 What is Lenders Mortgage Insurance? And when you need it 06:05 Possibility of getting a refund on Lenders Mortgage Insurance 08:10 Large amount of population not knowing what LMI is 10:56 Did LMI come up in Royal Commission? 12:00 Alternatives to avoid LMI 14:35 Martin's view on the property market going forward 18:09 Recap 21:10 Another way of avoiding borrowing over 80% 26:04 Banks providing LMI themselves 28:20 Where you can find more of Martin North 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 #australianproperty #australianhousing #lendersmortgageinsurance…
1 4.38 Where are all the broke companies? w/ Barry Kogan & Jonathan Rochford | Nucleus Investment Insights Category 1:15:49
1:15:49 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:15:49
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 & background 03:00 What Barry's been seeing in insolvency markets 07:00 Debt rules changes 09:50 What Jonathan's seeing in distressed debt markets 12:05 Changes in debt & insolvency markets 20:02 Effect of JobKeeper & JobSeeker 22:20 Deferred bank loans and repayments 26:00 Small business loans and bankruptcies 42:46 Small retail landlords & office space 52:50 Evergrande 1:02:05 Australian property 1:06:05 Iron Ore 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/?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…
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 it For 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.pdf On the agenda: Background on the Shiller P/E and why it's been distorted The simple changes The complex changes Investment outlook Read 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=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/?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…
1 4.36 Does your investment portfolio need Space? With Andrew Barton | Nucleus Investment Insights 59:01
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 space Get in touch with Dr. Barton: https://www.linkedin.com/in/bartox/ Timestamps: 00:00 Introduction 01:26 Recent breakthroughs and cost changes 09:10 Landscape of the industry 13:35 Space tourism and Price to put kgs in orbit 16:20 How other countries are competing 21:05 Space tourism 23:00 Refuelling rockets 26:54 Manufacturing in space 30:35 Markets to consumers 33:18 Space X Starlink 38:40 Asteroid mining 51:06 Space Law 52:49 Space race 55:00 investment implications 56:40 Andrew's work with startups 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/?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…
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-Kit Timestamps: 00:00 introduction 02:15 What is money coaching? 05:00 Why Steve founded Experience Wealth 07:42 Buying first house 12:30 where does someone start? 18:31 Why are you buying it? 25:00 Housing Affordability 40:45 Getting advice & finding someone to trust 43:44 Approval process & finding a good mortgage broker 50:10 Where to get in touch with Steve 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 #australianproperty #australianhousing #firsthomebuyer…
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 Landing View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/09/The-Chinese-Economys-Hard-Landing.pdf Timestamps: 00:00 intro 01:20 Background on China's current economic situation 09:53 Is this time different? 18:30 Scenario one, hard landing in old Chinese economy 26:14 Scenario two, hard landing in a wider economy 33:20 Scenario three, bailout and boom 36:43 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=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/?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…
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 lockdowns View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Will-Australian-economy-bounce-back.pdf On 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=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/?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…
1 09 IPCC: Investing like our future depends on it, with Rachel Alembakis - Nucleus Wealth Empower 51:11
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/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 #ethicalinvest...…
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 - 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/will-wages-grow-in-2021-2022.pdf On the agenda today: A decade of stagnation World wages rebounding But structural changes are muddying the water Australia has different issues 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://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…
1 4.32 The shortest commodity supercycle ever? | Nucleus Investment Insights 1:02:47
1:02:47 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:02:47
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 ever View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/08/Shortest-commodity-supercycle-ever.pdf On the agenda: No more talk of a commodity supercycle Macro perspective China Micro 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://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…
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 last View the presentation slides On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks Investment outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social 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…
1 4.30 Beware the Growth Scare | Nucleus Investment Insights 1:02:02
1:02:02 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:02:02
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf On the agenda: This is a risk scenario, not a base case China US Offsets Assets 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/?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…
1 4.29 Australia's Remarkable Jobs Recovery, with Gareth Aird | Nucleus Investment Insights 1:04:05
1:04:05 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:04:05
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วNucleus 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=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/?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…
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 housing Use the Australian property calculator Topics covered: •Housing market valuation •Latest Stats •Macro outlook •Rent or Buy? •Investment Implications View the presentation slides 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/?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…
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…
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=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 #australianhousing #australianproperty #ausecon…
1 4.26 Exploring the Value to Growth Rotation | Nucleus Investment Insights 1:09:35
1:09:35 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:09:35
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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's View 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=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 #valueinvesting #investing #growthstocks…
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…
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…
1 4.24 China's Iron Ore Revenge on Australia | Nucleus Investment Insights 1:17:53
1:17:53 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:17:53
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf As 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 - enemies Iron ore market cycle Iron ore market structure 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://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…
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.pdf To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://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. #millenialinvesting #investing #finance…
1 4.23 How to position your portfolio for the Inflation head fake | Nucleus Investment Insights 1:01:48
1:01:48 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:01:48
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf On 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=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 #inflation #ausecon #investing…
1 4.22 2021 Inflation: a contrarian view part 2 - Supply chains & inventory cycle | Nucleus Investment Insights 55:33
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=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/?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…
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=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 #inflation #deflation #economics…
1 4.21 2021 Inflation: a contrarian view | Nucleus Investment Insights 1:18:35
1:18:35 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:18:35
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf Topics 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=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/?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…
1 4.20 Australian Budget 2021-22: Do 10 years of deficits matter? | Nucleus Investment Insights 1:01:27
1:01:27 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:01:27
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วTreasurer 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.pdf As 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 matter On the agenda today: Key budget parameters Does 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=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…
1 05 Finances empowering your life, with Tristan & Harry of Purpose Advisory - Nucleus Wealth Empower 39:10
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 Introduction 03:13 What is a life plan? 11:49 Resistance to life planning 21:25 Balancing the now with the future 25:04 Working through a life plan 27:23 Beginning a life plan 30:24 Different styles of life planning 33:07 How long does a life plan take? 35:54 Different tools you can use to assist in the process 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 #financialplanning #finance #money…
1 4.19 Will battery tech ice the petrol car? With Paul Martin | Nucleus Investment Insights 1:30:53
1:30:53 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:30:53
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThis 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 car You can read Paul's articles here: https://www.linkedin.com/in/paul-martin-195763b/ Timestamps: 00:00 intro 01:27 video starts 04:40 Elon Musk's quote 19:45 price of renewables 25:50 Government policy on climate 28:56 Switching the whole grid to EV's 33:40 How low can battery costs go? 39:58 Moving away from combustion engines 44:30 Moving away from fossil fuels 47:05 Natural gas 54:33 Solid state batteries 1:09:45 Tesla's battery use 1:12:40 Hydrogen Whilst 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=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…
1 4.18 Why it's time to move assets offshore | Nucleus Investment Insights 1:28:04
1:28:04 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:28:04
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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 offshore View 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=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/?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…
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…
1 4.17 Boom & Bust: Australia's two-speed property market, with Martin North | Nucleus Investment Insights 1:06:26
1:06:26 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:06:26
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วToday 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.pdf You can find Martin North at https://walktheworld.com.au/ 00:00 Introduction 02:40 Agenda 03:05 Australian property affordability 15:15 Will the Government intervene if house prices get too high? 20:27 Supply of Australian property 23:40 Developers being able to get finance 25:01 Property values 28:25 Apartment prices well done 33:00 Australian housing affordability 41:25 How many property investors are underwater 44:00 Why property prices have risen 44:38 Effect of inflation and macro factors on Australian property 51: 45 Net rental yield heatmaps 57:35 Where to invest on a cashflow basis 58:24 Strong Regional growth 1:02:35 Interest rates going forward 1:05:45 Our viewer question of the week 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…
1 4.16 From the Frontlines of Australia's Housing Boom, w/ Catherine Cashmore | Nucleus Investment Insights 1:04:08
1:04:08 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:04:08
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วIn 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.pdf After 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 1988 Mortgage market booming Auction market 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=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/?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…
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 reports 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 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=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 #investment #investing #investmentperformance…
1 4.15 Will Vaccine issues cause a Stock Market Stumble? | Nucleus Investment Insights 1:05:37
1:05:37 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:05:37
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วWith 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=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/?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…
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…
1 4.14 Will the Australian Dollar (AUD) continue to climb in 2021? | Nucleus Investment Insights 1:12:00
1:12:00 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:12:00
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วWill 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.pdf On the agenda: Global and Australian growth Interest rate differentials Investor sentiment and technical The relative strength of the US dollar. Investment Impacts 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/?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…
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=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…
1 4.13 Positioning for success in post pandemic global stock markets | Nucleus Investment Insights 1:12:10
1:12:10 ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้ว1:12:10
ลิสต์เล่นในภายหลัง ลิสต์เล่นในภายหลัง ลิสต์ ถูกใจ ที่ถูกใจแล้วThis 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 equities On the agenda: Global equities boom Australian Dollar Fiscal Guns loaded Central Banks Investment outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social 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…
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.pdf As 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 swings Supply & Demand of commodities Cost curves 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://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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