This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.Are we heading for another supply chain crisis? Join us in this investment podcast as Nucleus Wealth's Chief Investment ...

In this week’s podcast, Damien Klassen, Chief Investment Officer at Nucleus Wealth, and Samuel Kerr, Head of Advice, discuss the current status of the seven key long-term investment trends that we have been covering for many years. Agenda: Inequality Demographics Female participation Rising debt ...

In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is the huge immigration policy going to push prices higher, or will prices stagnate ...

Australian energy prices present a paradox. Australia is one of the largest coal and liquefied natural gas exporters on the planet. However, Australia also has some of the best solar resources in the world. So why are energy prices high here while tumbling elsewhere? In this week’s podcast, Nucleus ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, revisited the tense relations with our largest trading partner. Prime Minister Albanese is in China this week. The Australia-China trade relationship has been fraught with tension, ...

There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series ...

There has been a lot of inflation in food at the supermarket, but very little for the farmers. Most agricultural prices have actually been decreasing over the last 18 months. Is this greedflation at play? In this week’s podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Senior ...

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into each of the 'magnificent seven' stocks. View the ...

There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed. For the stocks involved, the effects can be dramatic. With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are ...

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year’s darlings who have seen shipping rates ...