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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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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. 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
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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
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37:57
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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 …
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Ep. 349: The Trump Trade | Nucleus Investment Insights
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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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Ep. 348: Should You Be Worried About Debt Crisis? | Nucleus Investment Insights
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47:19
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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…
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Ep. 347: China: Is This Stimulus Real? | Nucleus Investment Insights
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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…
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Ep. 346: SMSF Spring Clean! 5 Mistakes SMSF Investors Make | Nucleus Investment Insights
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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…
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Ep. 345: Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom | Nucleus Investment Insights
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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…
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Ep. 344: Oil: How Worried Should The RBA Be? | Nucleus Investment Insights
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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…
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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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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…
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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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