))
Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind Nucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio. In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports. For graphs and st ...
…
continue reading
…
continue reading
On Mindshifting Moments, consciousness is heightened while complexities are reduced down to bite-sized data points. Host Margaret Williamson navigates topics that should change all of our minds - and seeks answers that humanity has become increasingly curious about. If you’re interested in expanding your mind, take the journey to shift your mind... one episode at a time.
…
continue reading
1
Ep. 352: What Does Trump Mean For Australia? | Nucleus Investment Insights
56:34
56:34
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:34
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…
…
continue reading
1
Ep. 351: What Now? | Nucleus Investment Insights
1:03:14
1:03:14
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:03:14
After 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 …
…
continue reading
1
Ep. 350: Hybrids: Exiled Due To Bad Maths | Nucleus Investment Insights
37:57
37:57
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
37:57
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 …
…
continue reading
1
Ep. 349: The Trump Trade | Nucleus Investment Insights
48:46
48:46
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
48:46
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…
…
continue reading
1
Ep. 348: Should You Be Worried About Debt Crisis? | Nucleus Investment Insights
47:19
47:19
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
47:19
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 quest…
…
continue reading
1
Ep. 347: China: Is This Stimulus Real? | Nucleus Investment Insights
36:41
36:41
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
36:41
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 an…
…
continue reading
1
Ep. 346: SMSF Spring Clean! 5 Mistakes SMSF Investors Make | Nucleus Investment Insights
52:50
52:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
52:50
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…
…
continue reading
1
Ep. 345: Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom | Nucleus Investment Insights
48:12
48:12
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
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 T…
…
continue reading
1
Ep. 344: Oil: How Worried Should The RBA Be? | Nucleus Investment Insights
41:27
41:27
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
41:27
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, wh…
…
continue reading
1
Ep. 343: The Flood Of Excess Capital | Nucleus Investment Insights
27:13
27:13
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
27:13
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…
…
continue reading
1
Ep. 342: NVIDIA Result - Bellwether For The AI Boom? | Nucleus Investment Insights
34:12
34:12
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
34:12
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 liste…
…
continue reading
1
Ep. 341: Market Volatility. Is it Over? | Nucleus Investment Insights
16:39
16:39
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
16:39
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…
…
continue reading
1
Ep. 340: Will Australia Raise Interest Rates While The Rest Of The World Cuts? | Nucleus Investment Insights
54:46
54:46
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
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 …
…
continue reading
1
Ep. 339: Is AI A Bust After All? | Nucleus Investment Insights
42:14
42:14
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
42:14
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 …
…
continue reading
1
Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights
1:10:15
1:10:15
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:10:15
After 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 s…
…
continue reading
1
Ep. 337: Valuation Round-Up | Nucleus Investment Insights
34:47
34:47
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
34:47
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 …
…
continue reading
1
Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?
7:50
7:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
7:50
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 technologi…
…
continue reading
1
Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
38:55
38:55
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
38:55
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…
…
continue reading
1
Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights
40:42
40:42
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
40:42
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…
…
continue reading
1
Rapid Insights Ep. 9: The One NVIDIA Question That Matters
8:39
8:39
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
8:39
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…
…
continue reading
1
Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA
9:13
9:13
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
9:13
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 hereWa…
…
continue reading
1
Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights
26:29
26:29
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
26:29
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…
…
continue reading
1
Ep. 333 Metals Mania | Nucleus Investment Insights
43:41
43:41
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
43:41
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 expe…
…
continue reading
1
Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights
38:50
38:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
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 a…
…
continue reading
1
Ep. 331 The Inflation Rollercoaster: Is There Another Drop? | Nucleus Investment Insights
45:53
45:53
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
45:53
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 Nucle…
…
continue reading
