Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn’t concerned markets.

We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets. Today we resume focus on the theme, with special guest Kevin Muir joining to offer his take on the driving forces behind the recent resurgence, and a look to the potential ...

Today we have a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives and asset allocation. As well as discussing how much bigger each can get Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of ...

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn't concerned markets for the past six weeks and, to be frank, it doesn't look like ...

Will the Australian Property Market Crash or Climb? Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin's mortgage stress indicators to get a real-time view on what is really happening on the ground. We’ll then look at what this means for the ...

Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray Dalio's solutions to debt crises and this week we hear the third option: Austrian economics. Jonathan Rochford will take to the podcast ...

With the COVID-19 lockdown in full swing and unemployment rising, many commentators including Nucleus Wealth are tipping that Australian house prices will fall over the coming year. Today we were joined by Dr Cameron Murray, who takes the opposing view and believes that Australian housing values ...

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? Ray Dalio has a number of videos and books out talking about the long term debt cycle vs the short term debt cycle. In this episode we have a look at the question of whether this will end another short term debt cycle or if ...

Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told reporters China may or may not keep the trade deal. We cover what that could mean for global markets, and it's impact on Australia's ...

It was the absolute whipping boy of the crisis. Now it’s the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis? On the agenda, we discuss the rebound and and the drivers of AUD to investigate further. Join Nucleus Wealth's Head of Investments Damien Klassen, ...