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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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.
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Ep. 343: The Flood Of Excess Capital | Nucleus Investment Insights
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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…
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Ep. 342: NVIDIA Result - Bellwether For The AI Boom? | Nucleus Investment Insights
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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…
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Ep. 341: Market Volatility. Is it Over? | Nucleus Investment Insights
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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…
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Ep. 340: Will Australia Raise Interest Rates While The Rest Of The World Cuts? | Nucleus Investment Insights
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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 …
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Ep. 339: Is AI A Bust After All? | Nucleus Investment Insights
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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 …
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Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights
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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…
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Ep. 337: Valuation Round-Up | Nucleus Investment Insights
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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 …
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Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?
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In this rapid insight, Nucleus Wealth's Chief Investment Officer, Damien Klassen, examines the current state of the tech industry, comparing it to the original tech boom. Watch this episode as it explores factors driving the potential resurgence, evaluates market conditions, and considers whether we're on the brink of another significant technologi…
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Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
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China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides To listen in podcast form click here…
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Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights
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Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999. View the presentation slides To listen in podcast form click here…
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Rapid Insights Ep. 9: The One NVIDIA Question That Matters
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In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation. Read the Blog Post here…
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Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA
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In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation. Read the Blog Post hereWa…
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Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights
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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…
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Ep. 333 Metals Mania | Nucleus Investment Insights
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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 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…
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Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights
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This week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself.Then, one for the parents or grandparents: How do you set up share a…
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Ep. 331 The Inflation Rollercoaster: Is There Another Drop? | Nucleus Investment Insights
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US inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to lower inflation.Tune in to this week's podcast as Nucle…
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Ep. 330 Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights
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Join us for a comprehensive exploration of the semiconductor sector in our upcoming podcast. In this episode, we'll cover a wide range of topics, including the impact of AI on semiconductor technology, China's influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar e…
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Ep. 329 Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights
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Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss the following:• Why is Aussie inflation sticky?• Will the RBA pivot back to hikes?• Investment implications View the presentation slides To listen i…
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HD Remastered Replay: The World of Ethical Investing | Nucleus Investment Insights
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This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished version of the original recording but will not lessen the…
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Ep. 328 War, Oil and Inflation | Nucleus Investment Insights
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Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen dissects the war, its effect on the oil price, and the oil price's effect on inflation View the presentation slides To listen in podcast form click here…
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Rapid Insights Ep.7: The Hidden Costs of High Dividend Yields
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In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen discuss how the Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk. Read the Blog Post hereWatch the episode hereTo listen in podcast form click here G…
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REPLAY Revolutionary Investment Opportunities | Nucleus Investment Insights
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Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden opportunity to elevate your investment game! Get ready to …
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Ep. 327 Housing Rent Heatwave: How It Is Affecting Macro Investment Trends | Nucleus Investment Insights
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Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs.Join us in this week's investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen discusses what it means for these two countries from a macroeconomic perspective vs countries that d…
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REPLAY Megatrends 2024 | Nucleus Investment Insights
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Heads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, though! We’ve got you covered with a special replay of one of our favourite episodes. Stay tuned and enjoy the throwback! Get ready to supercharge your investment knowledge! Dive into ‘Megatrends 2024’ where the Nucleus Wealth Team looked at the pulse-pounding …
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Ep. 326 Boom Or Bust: Copper And Lithium In The Green Tech Era | Nucleus Investment Insights
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Both copper and lithium prices have seen some wild rides in recent months (and years).There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at these metals, the hype, the fundamentals, and how to thin…
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