In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics. View the presentation slides Click here to subscribe to our YouTube ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go live <span data-mce-type="bookmark" ...

With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, ...

After the US election, what should you be doing? In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this topic. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and ...

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen look at the Trump trade - what are markets doing as betting odds improve. Agenda: Markets pricing Betting markets Analysts Reporting season Valuations View the presentation slides Click here to subscribe to our YouTube ...

Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.

The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs. Are they overheated? What are the latest developments and should you still be invested in these companies? View the presentation slides Click ...

The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China. In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, runs through these issues and ...

There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP. While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, ...