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. Click here to subscribe to our YouTube channel to be ...

A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Economist Leith Van Onselen discussed the four key reasons for ...

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 what it is saying, why it is so important and the effects of different paths. Agenda: US ...

Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot? In this week’s podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith gave insight on ...

It has been a volatile 6 months in macroeconomic outlooks. A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien ...

Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments. In particular, we look at the investment landscape for defense contractors, which ones benefit, ...

For the last few months we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm. That has started to change, and in the hard data we are seeing sweeping signs of a slowdown. In this week's podcast ...