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 ...

Globally producer price indexes have turned down quite decisively. China is trying to deal with deflation. There are two main explanations, with diametrically diverging investment outcomes. Under the first scenario, producer price inflation is a leading indicator for consumer price inflation. Falls ...

Over the past few months the market has had a bifurcated view. Q2 earnings are expected to be bad, down almost 10%. But, by Q4, analysts have almost 10% earnings growth factored in. So, we are approaching a critical juncture. Q4 starts in a little over 2 months time. If those forecasts are as ...

Steve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve has a focus on how money creation works in the real world, which is very different from how it works in conventional economic models. For this reason, given the recent banking issues in the US and the ...

The Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large donors to both sides of politics and seem to get an easy run when it comes to tax and regulation. Michael West runs a website that focuses on independent journalism. Part of what he does is hold ...

We have seen a raft of comments and discussions from the governor of the Reserve Bank of Australia. The message has been disjointed. What has come through, whether he realises it or not, is the fundamental disconnect between government policy and central bank policy. On one hand, Australia is being ...

NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades. Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days. But revenues have been volatile. For example, NVidia's gaming revenues halved ...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr for an insightful podcast episode as we delve into macroeconomic themes and strategies with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group. From ...

From an investment perspective, betting on vested interests to win the issue of the day has been an easy bet for the last few decades. While Nucleus admits this is no way to run a country, it is hard to invest for a different outcome when vested interests keep winning at the expense of the broader ...

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, ...