Podcasts

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr take a hard look at the problems with Value investing and what investors should expect.

Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual in countries all around the world.

Tonight, I will be appearing on DFA Live with Martin North where we will discuss the Australian economy, housing market, the population ponzi, alongside other topics.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr delve into the complex landscape of 3rd quarter earnings.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, revisited the tense relations with our largest trading partner.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr, delve into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen and Head of Advice Samuel Kerr look at the extreme levels of housing and rental unaffordability and the impacts on the economy, people and the environment.

There has been a surge in the oil price following another outbreak of fighting in the Middle East.

There has been a lot of inflation in food at the supermarket, but very little for the farmers.

International Reads: Millennials and boomers are competing for homes.

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks.

There has been a wave of data breaches over the last few years.

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen.

Tonight, I will be appearing on DFA Live with Martin North where we will discuss the Australian housing market and economy, the population ponzi, alongside other topics.

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and delve into the latest data from his household stress survey.

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into the world of income and yields.

This week we delve into the world’s largest asset class.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS – Resolution Capital run through the following topics: Office: The dangers of contagion in US commercial property and what the future of work holds. Retail: Macro data (weak) vs micro data (OK).

Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates?

MB were busy last week across the Australian media.

This week we look at how to profit from a falling iron ore price.

On Thursday morning, I gave my weekly Treasury of Common Sense interview with Luke Grant from Radio 2GB (broadcast into NSW and QLD): In this detailed 10-minute interview we covered the following topics: The RBA’s decision to keep the official cash rate on hold at 4.10%.

Globally producer price indexes have turned down quite decisively.

Over the past few months the market has had a bifurcated view.

Steve Keen made a name for himself challenging conventional economic wisdom.