This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries have run too hard? Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets View the presentation slides Click here to subscribe to our YouTube ...

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 ...

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 ...

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 ...

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 ...

While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal. Brokers have been calling the bottom for years now, and one day, they will be right. The ...

With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options? In this week’s podcast, Nucleus Wealth’s Chief Investment ...

Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations, earnings growth to see where the investment opportunities lie. In this week’s podcast, Nucleus Wealth's Chief Investment Officer Damien ...

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 ...