NVIDIA took a tumble this week as DeepSeek fears overran the market. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, looked at DeepSeek, the messages and the investment outcomes from its emergence as an option in the AI market. View the presentation slides Click ...

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" ...

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 ...

Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts. As the bellwether stock for the AI sector, it will be difficult to have an AI boom if NVIDIA is not taking part. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen digs into ...

There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing - is this an opportunity to reload on technology stocks, or is it a pin in the bubble? In this week’s podcast Nucleus Wealth’s Chief ...

This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries have run too hard? Agenda: Global Earnings overview Australia vs World Sectors Stocks Implications for markets View the presentation slides 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 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 ...

This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished ...