Damien Klassen

Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis.

MB Fund Podcast: Market Looks Expensive? Blame the Giants

In this week’s podcast, we are unpacking today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how investors should think about growth versus price.

The Economics of Data Centres

The explosion of artificial intelligence has triggered one of the largest capital expenditure booms in history.

MB Fund Podcast: The Economics of Data Centres

In this week’s podcast, we are unpacking the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect.

MB Fund Podcast: Ripple effect of Chinese EV Overinvestment

In this week’s podcast, we are digging into the overinvestment in Electric Vehicles in China, and what it means for the rest of the investment market.

MB Fund Podcast: Is Oracle About To Make It The Magnificent 8?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world’s richest man and profits are looking like 10xing.

MB Fund Podcast: The Global Bond Rout

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at deepening problems in long bond yields and what they mean for valuations in the stock market.

MB Fund Podcast: Real Economy VS Stock Market Economy

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.

MB Fund Podcast: Australian Productivity Problems With Jonathan Rochford

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it’s tumble down the productivity tables.

MB Fund Podcast: Market Concentration Risks

MB Fund Podcast: Income Investors: Last Chance To Lock In Higher Interest Rates?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen explored where income investors should look as Australian interest rates appear set to fall.

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