In this week’s podcast, 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 ...

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 ...

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 ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector. Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the ...

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discussed the following: Why is Aussie inflation sticky? Will the RBA pivot back to hikes? Investment implications View the presentation slides Click here to subscribe to our ...

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 ...

In this week's podcast 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. Agenda: Portfolio changes Oil & Geopolitical issues Cost push inflation Demand destruction Bonds View the presentation slides ...

Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs. In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at what it means for these two countries from a macroeconomic ...

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 ...

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. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen looks at these metals, ...