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 ...

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. We are back with banks again this week. We won't give too much away in this intro, partly because things are moving fast enough that it ...

There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, ...

As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something? In this special episode, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George lifted ...

Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper banking ...

Given the inflation and GDP numbers yesterday, we thought it was worth an emergency look at the emerging crisis in the Australian economy. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel ...

The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, ...

In this investment podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, with guest Kirk McDonald of New Energy Nexus, dove into the lithium value chain. Agenda: Discussion about the value chain, what does it look like, and what are some of the ...

There has been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in for some months now. But it seems even more extreme now. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest ...

In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at the early results from reporting season and how expectations are changing. We also scooted around the world looking at sector and country valuations, where looks ...