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380 episodes
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Nucleus Investment Insights Nucleus Wealth
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- Business
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4.6 • 75 Ratings
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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 statistics referenced, please download the slides to follow the podcast in greater detail.
Visit: https://nucleuswealth.com/podcasts/
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Ep. 339: Is AI A Bust After All? | Nucleus Investment Insights
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 Chief Strategist, David Llewellyn-Smith, discuss this issue.
Agenda:
Fundamentals
Valuation
Macroeconomic
Investment outlook
View the presentation slides
To listen in podcast form click here
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that inco -
Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights
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 stock markets and bond markets.
Agenda:
Betting odds
Legal cases
Election issues
Age concerns
How can Biden/Trump be replaced
Investment impact: macro
Investment impact: sectors
View the presentation slides
To listen in podcast form click here
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
Twitter
Instagram
Facebook
LinkedIn
Want to know more? Click here to Subscribe
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorpo -
Ep. 337: Valuation Round-Up | Nucleus Investment Insights
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 here
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
Twitter
Instagram
Facebook
LinkedIn
Want to know more? Click here to Subscribe
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with -
Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?
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 technological expansion.
Read the Blog Post here
Watch the episode here
To listen in podcast form click here
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
Twitter
Instagram
Facebook
LinkedIn
Want to know more? Click here to Subscribe
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements. -
Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
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
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
Twitter
Instagram
Facebook
LinkedIn
Want to know more? Click here to Subscribe
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company wit -
Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights
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
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
Twitter
Instagram
Facebook
LinkedIn
Want to know more? Click here to Subscribe
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further in
Customer Reviews
Essential service
If you’re an Aussie and you only listen to one podcast on investment a week, make it this one! All the relevant big picture themes & trends, well considered, minimal jargon, clearly competent, ethical & down-to-earth hosts. Truly an essential service!
Amateur hour from a bunch of bloggers
Seriously wouldn’t let these guys near a cent of my money. You’d be better off putting your money in a one decision index fund. David is particularly pompous.
The association with Macrobusiness blog is poison. The bloggers at Macrobusiness lack the thoughtfulness and epistemic humility that other more credible people in this space have in abundance. Their views on property have been particularly amusing over the last decade when comparing house prices to their sensational click bait headlines.
Macro Economic Forces Exposed
I really appreciate the focus on the macro economic elements of how the markets move. As a technical analyst, I really appreciatethis balance to the way I see the world. It's a great show.