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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 ...
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Ep. 373: Election-Proofing Your Investment Portfolio | Nucleus Investment Insights
51:18
51:18
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Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Economist Leith van Onselen as they examine the economic impacts of Dutton vs Albanese vs a hung parliament. Do you need to position your portfolio ahead of the election? View the presentation slides…
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Ep. 372: Anatomy Of A Market Bottom | Nucleus Investment Insights
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58:15
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen do a dive deep into the factors we are looking for to show that the market may have bottomed. What are the long-term valuation metrics and how should investors be thinking about them? View the presentation slides…
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Ep. 371: Has The Dust Settled Yet? | Nucleus Investment Insights
56:50
56:50
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith discuss how markets have settled after last week's wipeout and who knows what the story of the day will be! View the presentation slides To listen in podcast form c…
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Ep. 370: Liberation Day Fallout | Nucleus Investment Insights
54:48
54:48
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith looks at what we know about Trump's new tariffs, what they mean for the stock market and our thoughts on the market effect. View the presentation slides To listen in …
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Ep. 369: The Effects On Earnings Of Trump's Policy Chaos | Nucleus Investment Insights
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41:29
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at earnings forecasts and which sectors are starting to see the effects of the chaos around policy making and tariffs. View the presentation slides To listen in podcast form click …
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Ep. 368: Mistakes Investors Make During Downturns | Nucleus Investment Insights
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43:49
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Markets took a tumble this month. During downturns there are plenty of mistakes that investors make and things that they should be doing.Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen dive into the most common mistakes and things you should be doing in your portfolio. View the presentation slides…
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Ep. 367: More Market Turmoil | Nucleus Investment Insights
1:00:48
1:00:48
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen checks in on the markets after recent large falls and discusses what to watch for going forward. View the presentation slides To listen in podcast form click …
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Ep. 366: We Have Been Selling Stocks | Nucleus Investment Insights
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It has been a busy few weeks in geopolitics. Late last week, we changed our portfolio allocation to pull back on stocks in our tactical funds. There are a broad number of reasons that I will discuss in podcasts and the performance report (later this week). The headline is that there is growing execution risk in Trump's plan, mixed with chaotic mess…
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Ep. 365: Housing Affordability Update | Nucleus Investment Insights
50:56
50:56
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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 …
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Ep. 364: Greedflation: Will Tariffs Give Companies An Excuse? | Nucleus Investment Insights
38:32
38:32
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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…
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Ep. 363: Tariff Diplomacy: Can America Go It Alone? | Nucleus Investment Insights
35:39
35:39
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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 …
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Ep. 362: NVIDIA's Trillion-Dollar DeepSeek Tumble | Nucleus Investment Insights
57:18
57:18
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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…
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Ep. 361: Australian Dollar: 5 Drivers | Nucleus Investment Insights
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51:09
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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 …
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Ep. 360: Bond Yield Blowout | Nucleus Investment Insights
43:59
43:59
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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…
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Ep. 359: 2025 Predictions | Nucleus Investment Insights
37:19
37:19
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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 …
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Ep. 358: What Worked In 2024 | Nucleus Investment Insights
36:17
36:17
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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 …
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Ep. 357: 2025 Blow-up? | Nucleus Investment Insights
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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 …
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Ep. 356: Productivity: US Boom vs Australian Bust | Nucleus Investment Insights
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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. …
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Ep. 355: US Inflation Deep Dive: What Does It Say About Markets | Nucleus Investment Insights
20:34
20:34
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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…
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Ep. 354: Stock Market Showdown: Earnings Momentum vs Valuation | Nucleus Investment Insights
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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 f…
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Ep. 353: What Will Tax Cuts Do To Valuations? | Nucleus Investment Insights
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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…
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Ep. 352: What Does Trump Mean For Australia? | Nucleus Investment Insights
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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…
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Ep. 351: What Now? | Nucleus Investment Insights
1:03:14
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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 …
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Ep. 350: Hybrids: Exiled Due To Bad Maths | Nucleus Investment Insights
37:57
37:57
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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 …
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Ep. 349: The Trump Trade | Nucleus Investment Insights
48:46
48:46
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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…
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