Podcasts

2025 has seen a huge rise in long term bond yields, causing ructions in the stock market.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looked at a range of different predictions for 2025 and assess their likelihood and effect.

In this week’s podcast, 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 Can’t make it to the live series?

In this week’s Special Christmas edition of the podcast 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.

A stark divide has opened up between Australia and the rest of the world.

Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve on this topic.

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.

After the US election, what should you be doing?

ASIC recently decided to wind down bank hybrids over a number of years.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looked at the Trump trade – what are markets doing as betting odds improve?

Tonight I will be appearing on DFA Live with Martin North from 8.00pm AEST, where we will discuss everything to do with the housing market and economy.

Government Debt is rising, Personal debt is up, corporate debt is up.

The latest stimulus announcement from China looks a lot like the last six or seven announcements.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, dives into SMSF investing and looks at the most common mistakes that investors make.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs.

The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China.

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.

Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts.

After a bout of volatility, stock markets have settled.

Tonight I will be appearing on DFA Live with Martin North from 8.00pm AEST, where we will discuss everything to do with the housing market and economy.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, delved into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates.

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.

After surviving an assassination attempt, Trump is leading most polls for the next president.