Podcasts

0

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

0

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

0

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

0

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

0

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

1

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

6

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

1

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

0

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

12

How good is the collapse in immigration?

Below is my latest Macro Breakdown, which discusses how the collapse in immigration over the pandemic is responsible for delivering the lowest unemployment and underemployment rates in 14 years, alongside the highest share of Australians in jobs on record: The video is basically a condensed summary of the report, Thank no immigration for Australia’s roaring

0

MB Fund Podcast: Has the Australian housing market peaked?

In this investment podcast, Chief Investment Officer Damien Klassen, Economist and Author Professor Steve Keen, Leith van Onselen, the Chief Economist at Nucleus Wealth and Senior Financial Adviser Samuel Kerr explore whether the housing market has peaked in Australia. On the agenda, Interest rates rising. Is that the end of rising house prices? Debt burden,

11

Macro Breakdown: Aussie households brace for interest rate shock

In the latest Macro Breakdown, I discuss economists’ and the market’s projections for Australian interest rates and what this would mean for mortgage repayments: The video is basically a run down of my latest Special Report, published on Friday. The Macro Breakdown series resides on my YouTube channel at Leithvo.

1

MB Fund Podcast: Commodity Blow-Off

In this investment podcast, Chief Strategist David Llewellyn-Smith, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr take another look at the commodities price boom in the face of the Ukrainian invasion. Agenda: Latest situation Anatomy of a blow-off Effective sanctions Supply elasticity Demand destruction Risks: Financial crisis / Recession / Supply chain

19

Macro Breakdown: Houston we have a household debt problem

In today’s Macro Breakdown I discuss why I believe that Australia’s household debt load – ranked second highest in the world – poses a problem for the Australian economy in the era of rising interest rates. The video showcases recent data on household debt, debt repayments and mortgage rates as provided by official sources and

0

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

31

Macro Breakdown #1: Australians win from less immigration

Please find below the first in what I hope will become a daily video series delving into economic / policy issues impacting Australians. The first video examines recent key macroeconomic data – i.e. the January labour market and the Q42021 national accounts – and shows how Australians have benefited from lower immigration over the pandemic:

3

Podcast: Australia’s universities: Can they reform?

Yesterday on Nucleus Investments Insights we had a terrific podcast with Associate Professor Salvatore Babones, author of the new book “Australia’s universities, can they reform?” In the podcast we discussed: Australian university funding. Whether Australia has too many international students. Whether universities have spent their funding appropriately. Teaching quality. Whether international education is really Australia’s

2

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

0

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

7

MB Fund Podcast: Will the Market Meltdown continue?

In today’s investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth’s Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr detail if the Market Meltdown will continue Topics on the agenda today: Bull case for markets Supply chain Wage Growth China Earnings Valuation View the presentation slides Click here to subscribe to our YouTube channel

6

MB Fund Podcast from the archives: China’s Stealth War, with Brig. Gen. Robert Spalding

As we’re unable to shoot a live episode today, we’re rolling out an episode from the archives in which Senior Whitehouse & Pentagon advisor, Air Force General Robert Spalding joined us to discuss his publication “Stealth War” Agenda: The episode features huge China revelations with implications for not only Investments, but moral opposition to China.

6

MB Fund Podcast: China’s Property Market crash lands in 2022

In today’s investment podcast, MB Fund’s Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market’s crash landing Agenda: After 30 years of boom, the Chinese property development market is going bust. Signature policies of “three red lines” and “common prosperity” has triggered it.

12

MB Fund Podcast: Will Australian Property continue to Boom in 2022? With Martin North

In today’s investment podcast, Martin North of Walk The World joins MB Fund’s Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr to discuss if Australian Property will continue to boom in 2022 On the agenda: Latest household mortgage stress data Postcode stress mapping Scenario analysis on what’s next for Australian property Viewer

4

MB Fund Podcast: Why immigration is the key to Australian interest rates in 2022

In today’s investment webinar MB Fund’s Head of Investments Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Advisor Sam Kerr illuminate us on why immigration is the key to Australian interest rates in 2022. On the agenda: After 11 long years of interest rate cuts, many commentators and markets are forecasting a rise