Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual in countries all around the world. Suicides, cancer, COVID19 and heart disease are all running above average. In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, delves into ...

This is the abridged version of last week's podcast, delving into the landscape of 3rd quarter earnings:

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst ...

In this rapid insight episode, we look at the rise of weight-loss drugs. Don't sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global ...

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 ...

Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredients that is up (and Ukraine/Russia are not even major producers), but meat is down. At the same time, international shipping rates have plummeted. The Baltic Dry Index is about 75% ...

JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The Federal Reserve hiked rates another 25 bps to their highest level in 16 years, along with Tuesday's surprise increase from the RBA. Jenny Craig is reportedly closing its operations after 40 years, as it ...

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 ...