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.

Podcast: Nvidia Says the AI Boom Isn’t Over Yet

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines what Nvidia’s latest earnings tell us about the AI boom — with record revenue, strong data centre demand, and another major upgrade to its outlook suggesting there’s still plenty of runway ahead.

Can SpaceX Disrupt AI Data Centres?

For me, the most interesting investment question involving SpaceX isn’t whether it is worth the enormous valuation.

MB Fund Podcast: Bessent vs Bond Yields Curve

In this week’s podcast, we ask whether Scott Bessent is losing control of the U.S.

Transition to Retirement strategy: NOT for everyone

A transition to retirement pension (sometimes referred to as TTR) allows you to transfer part of your superannuation funds into a transition to retirement account and draw a tax-free income if you are over 60 and under 65.

Why the 2026 Super El Niño Matters Mainly Through Inflation

When I think about El Niño, the first thing that comes to mind is usually weather: droughts, floods, bushfires and storms.

MB Fund Podcast: Elon’s New SpaceX Data Center Gamble

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores what SpaceX is really becoming — from Grok and massive AI data centres to AI satellites and ambitious plans for space-based computing.

The Great Wealth Transfer: How to Avoid Squandering an Inheritance

There is an old saying in financial circles: the secret of business is to get between the money and the person who is about to receive it.

MB Fund Podcast: The Investor’s Guide to 2026’s Super El Niño

In this week’s podcast, we’re examining the investment fallout from a potentially historic El Niño — from droughts, floods and crop disruptions to rising food prices and renewed inflationary pressure.

AI Infrastructure Boom: Bubble or Real Growth?

Every time another tech giant announces billions of dollars in spending on AI infrastructure, the same question comes to mind: are we witnessing the next great technological revolution, or simply watching another investment bubble inflate?

Beyond Screening: How Direct Indexing Solves the “Greenwashing” Problem in Ethical Investing

The ethical investing boom has hit a structural wall. For years, super funds and fund managers have funnelled billions into “Sustainable,” “ESG,” or “Ethical” Exchange Traded Funds (ETFs).

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