Best Nucleus Wealth Podcasts (2025)

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Ep. 385: The Global Bond Rout | Nucleus Investment Insights 39:12

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5d ago39:12

39:12

Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at deepening problems in long bond yields and what they mean for valuations in the stock market. ⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Ep. 384: Real Economy VS Stock Market Economy | Nucleus Investment Insights 27:31

11d ago27:31

27:31

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen looks at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns. ⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click …

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Ep. 383: Australian Productivity Problems With Jonathan Rochford | Nucleus Investment Insights 1:10:56

19d ago1:10:56

1:10:56

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it's tumble down the productivity tables. ⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Ep. 382: Market Concentration Risks | Nucleus Investment Insights 46:03

1M ago46:03

46:03

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, look at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of the US market in the hands of just 10 stocks (2) at the same time the amount of money in passive stocks keeps growing, with some estimates suggesting a …

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Ep. 381: Income Investors: Last Chance To Lock In Higher Interest Rates? | Nucleus Investment Insights 53:40

2M ago53:40

53:40

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores where income investors should look as Australian interest rates appear set to fall. ⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Ep. 380: China's Golden Depression Rolls On | Nucleus Investment Insights 45:57

2M ago45:57

45:57

China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, unpack what’s really happening in China…

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Ep. 379: Are Driverless Cars Finally Ready? | Nucleus Investment Insights 55:50

2M ago55:50

55:50

Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at the big picture for driverless cars and what they mean for investors. ⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in po…

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Ep. 378: FY2025 In Review | Nucleus Investment Insights 34:13

2M ago34:13

34:13

Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look through what worked in 2025, what didn't and where we are opening 2026.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠…

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Ep. 377: Economic Tipping Points | Nucleus Investment Insights 53:58

3M ago53:58

53:58

The dominant global market story is the U.S.—balancing strong growth and productivity with rising risks like tariffs, inflation, and high interest rates.At some point, the strength can be overwhelmed by the weaknesses. Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at where the tipping point may be.⁠⁠⁠⁠⁠⁠⁠⁠View …

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Ep. 376: Will Interest Rate Cuts Re-ignite The Housing Market? | Nucleus Investment Insights 1:06:25

4M ago1:06:25

1:06:25

Join us in this week’s investment podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, discuss the Reserve Bank of Australia’s interest rate cut and explore its impact on residential housing and the broader economy.⁠ ⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Ep. 375: The Dark Side of Superannuation with Cameron Murray | Nucleus Investment Insights 55:18

4M ago55:18

55:18

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and special guest economist Cameron Murray unpack the downsides of superannuation as a pension supplement—and explore the broader social issues it creates. ⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To list…

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Ep. 374: Superannuation Secrets: Legally Shrinking Your Tax | Nucleus Investment Insights 42:30

4M ago42:30

42:30

In this week's podcast, Nucleus Wealth Team unpacked a range of easy-to-implement strategies—including salary sacrifice, after-tax contributions, spouse splits, recontribution tactics, and smart timing before 30 June—to help listeners retain more of their earnings while boosting their retirement savings.⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Ep. 373: Election-Proofing Your Investment Portfolio | Nucleus Investment Insights 51:18

4M ago51:18

51:18

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 58:15

5M ago58:15

58:15

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

5M ago56:50

56:50

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

5M ago54:48

54:48

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 41:29

6M ago41:29

41:29

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 43:49

6M ago43:49

43:49

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

6M ago1:00:48

1:00:48

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 40:49

6M ago40:49

40:49

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

6M ago50:56

50:56

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

7M ago38:32

38:32

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

7M ago35:39

35:39

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

7M ago57:18

57:18

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 51:09

8M ago51:09

51:09

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 …