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, ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr, delve into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics. We provide an in-depth ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen and Head of Advice Samuel Kerr look at the extreme levels of housing and rental unaffordability and the impacts on the economy, people and the environment. View the presentation ...

This week we delve into the world's largest asset class. Alarming economic data has sparked investor jitters, but imbalances have existed for a decade or more. Over the past 15 years, China's construction frenzy has reached historic proportions. The trigger point is elusive, akin to predicting an ...

In November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recalibration of its property crackdown. There are two ways to read the string of announcements: China is starting down the “whatever it takes” path. The current policies may not be enough, ...

This week we discuss a number of myths around the rise of India. Most importantly, there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow. We do not believe this is broadly the case (although there are some ...

In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discussed 2023's "odds-on recession". Agenda: Russia-Ukraine war & the energy shock Sharpest interest rate hikes in history House prices continuing to fall Fixed-rate ...

In this investment podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed. Agenda: Increasing or decreasing? Proportion of GDP - ...

In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Nucleus Wealth’s Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr discussed what Paul Keating called Australia’s 1990/1 recession, “the recession” we had to have. Today the Nucleus ...

In this investment podcast Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discussed the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a ...