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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/

Nucleus Investment Insights Nucleus Wealth

    • Näringsliv

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/

    Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?

    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

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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 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.

    • 7 min
    Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights

    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



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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 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

    • 38 min
    Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights

    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



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    Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you

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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 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

    • 40 min
    Rapid Insights Ep. 9: The One NVIDIA Question That Matters

    Rapid Insights Ep. 9: The One NVIDIA Question That Matters

    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

    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

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    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.

    • 8 min
    Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA

    Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA

    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

    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

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    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.

    • 9 min
    Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights

    Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights

    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 a wild card which could spur the price higher, but there is not much good news around.


    ⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠



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    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 W

    • 26 min

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