Samuel Kerr

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MB Fund Podcast: Is China’s Great Reckoning At Hand?

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith discussed whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming. Topics on the agenda today: Is the great China reckoning

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MB Fund Podcast: Is it Time to Buy Shares?

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith will discuss the recent fall in equity values back to more normal values. Topics on the agenda today: Markets are no longer expensive… Is it time to buy? Valuation overview Global tightening, fiscal and

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MB Fund Podcast: Is Cost Inflation Beginning to Bite?

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr, will do a round-up of Q1 company reporting season to date and have a look at the interaction between inflation and company profits. Topics on the agenda today: Will the earnings boom continue Economic slowdown Top down US

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MB Fund Podcast: It’s Bond, Contrarian Bond

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds. Topics on the agenda today: Movements in bond yields Global tightening, fiscal and monetary European economy, war and energy shock

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MB Fund Podcast: Scrambling for Solar – Can supply chains save the world? with Nigel Morris

In this investment podcast, Chief Investment Officer, Damien Klassen, is joined by Nigel Morris, Head of Business Development at Solar Analytics and Renew Economy, and Sam Kerr, Senior Financial Adviser, to discuss the state of renewable energy supply chains in the face of the Russian invasion of Ukraine, and the implications that’s had on European

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MB Fund Podcast: ScoMo vs Albo – The Investment Impact of Election 2022

In this investment podcast, the Nucleus Wealth team explored the economic context with which we enter the 2022 Federal Australian election and the likely investment implications should one of the major parties secure an outright majority and be able to implement their policies. Topics on the agenda today: A history of the Australian economy Policy

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MB Fund Podcast: Rising rates will crush house prices

In this investment podcast, Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr explore whether rising rates will crush house prices. Topics on the agenda today: How to value property Property macroeconomics Effect of rising interest rates Buying vs renting Property vs shares View the presentation slides Click here to subscribe to our

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MB Fund Podcast: The six horsemen of global recession

Stock markets have rallied hard off their Ukraine war lows – is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is

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MB fund Podcast: Navigating the Debt Minefield with Jonathan Rochford

In this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr explore debt markets in the face of the Ukrainian invasion. On the agenda: Russian default and fall out Financial plumbing issues from removing Russia Rising HY spreads globally and funding pressures Chinese developers

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When Goldilocks Markets Meet a Russian Bear | Nucleus Investment Insights

In today’s investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss the investment fallout from the recent invasion of Ukraine by Russia. Agenda: Latest situation Risks: Financial crisis / Recession / Supply chain risks Retaliatory risks All about the Fed Limited upside China/Taiwan Impact Russian Regime stability Investment

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MB Fund Podcast: Australia’s record breaking labour market

In today’s investment podcast, MB Fund’s Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss Australia’s record breaking labour market and dissect the latest employment data that’s hot of the presses today Topics discussed: ABS January Labour results Tightest jobs market in generations Role of closed borders

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MB Fund Podcast: The end of the inventory super-cycle?

In today’s investment podcast, MB Fund’s Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if the Inventory Super-cycle is finally ending Topics on the agenda today: PMIs A typical inventory cycle Today’s inventory / sales Retail sales Capacity expansion? View the presentation slides Click here to subscribe