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, ...

After a bout of volatility, stock markets have settled. In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, took a quick look at whether the issues are over or there is more to come. Click here to subscribe to our YouTube ...

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, delved into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates. View the presentation slides ...

After surviving an assassination attempt, Trump is leading most polls for the next president. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the likelihood of a ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector. Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the ...

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discussed the following: Why is Aussie inflation sticky? Will the RBA pivot back to hikes? Investment implications View the presentation slides Click here to subscribe to our ...

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, dissects the war, its effect on the oil price, and the oil price's effect on inflation. Agenda: Portfolio changes Oil & Geopolitical issues Cost push inflation Demand destruction Bonds View the presentation slides ...

Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs. In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at what it means for these two countries from a macroeconomic ...

Both copper and lithium prices have seen some wild rides in recent months (and years). There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen looks at these metals, ...

With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to ...