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 ...

There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series ...

There has been a lot of inflation in food at the supermarket, but very little for the farmers. Most agricultural prices have actually been decreasing over the last 18 months. Is this greedflation at play? In this week’s podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Senior ...

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into each of the 'magnificent seven' stocks. View the ...

There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed. For the stocks involved, the effects can be dramatic. With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are ...

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen. In this week’s podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year’s darlings who have seen shipping rates ...