Podcasts

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MB Fund Podcast – Frankencredits and you.

This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits. Join MB Funds’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: – Who the changes will affect most – How

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MB Fund Webinar – Frankencredits and you. LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits. Join MB Fund’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: – Who the changes will affect most – How these changes

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MB Fund Podcast: Will housing crash the Aussie economy?

This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at: – Household

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MB Fund Podcast: The Bear Awakes

This week’s LIVE webinar (12:30pm AEST, Thursday 31 Jan) – we explore the key bear themes that will have an impact on world markets in 2019. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: – China – Can China arrest falling growth with

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MB Fund Podcast – Stocks vs. Bonds

This week’s LIVE webinar explores the prospects for global shares over the next 12 months Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – The showdown between stocks and bonds, which will be the best performer in 2019? – What has been happening behind the scenes with MB

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MB Fund Webinar – Stocks vs. Bonds LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 24 Jan) – we explore the prospects of global shares over the next 12 months Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – The showdown between stocks and bonds, which will be the best performer in 2019? – What has

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MB Fund Podcast – Bonds Away!

This week’s LIVE webinar – we explore the often overlooked world of BONDS. Join MB Funds’s Head of Investments Damien Klassen and Tim Fuller as we look at: – What are bonds and the different types available – How they should be classified and how to use them effectively – How bonds fit into a

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MB Fund Podcast – Bonds Away! LIVE THURSDAY

This week’s LIVE webinar (12:30pm AEST, Thursday 17 Jan) – we explore the often overlooked world of BONDS. Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – What are bonds and the different types available – How they should be classified and how to use them effectively –

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MB Fund Podcast – China in 2019

Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at – the current economic data coming out of China – Headwinds facing another major local boom – How these themes will impact investment across the world Webinar slides click here The information on this webinar contains

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MB Fund Podcast – China in 2019 LIVE at 12.30

This week’s LIVE webinar (12:30pm AEST, Thursday 13 Dec) – we look at CHINA. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: – the current economic data coming out of China – Headwinds facing another major local boom – How these themes will

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MB Fund Podcast: How bad the Australian property crash?

This week’s webinar is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of ‘liar loans’ and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities. Take us

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MB Fund Webinar – A Super Problem?

This week’s webinar is a focus on the structural problems with superannuation: – How tax breaks are skewed – Superannuation isn’t working at getting people off the aged pension – Problems with superannuation funds in focus at the Royal Commission – Investment opportunities Find out below: Take us on your daily commute ! Podcasts now

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MB Fund Webinar: Assessing Safe Havens

Yesterday on MB Fund Webinar, Good Defence is the Best Offence, David Llewellyn-Smith, Damien Klassen and Tim Fuller examined: Can volatility be viewed as a whole or a sum of many parts?   Assessing the traditional safe havens: cash, bonds, gold, USD How stock selection can help insulate a portfolio in volatile times Tactics used at Nucleus

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LIVE TODAY | MB Fund Webinar: Inside the Safe Havens

This Afternoon on MB Fund Webinar, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. Can volatility be viewed as a whole or a sum of many parts? How stock selection can help insulate a portfolio in volatile times? Where are the safe havens

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The new mining bust is upon us

In this episode of MB Fund Webinar, Resources – Dirty Business  will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources. Resources sector valuations Commodity price outlook World commodity demand Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android Podcast Platforms for Nucleus Insights. For

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MB Fund Webinar: How to pick ‘value’ stocks

This episode of MB Fund Webinar, Quant Rocks : Value is Key [3/4] will have Head of Investments – Damien Klassen and Tim Fuller discussing Damien’s favourite tool.  How do we pick ‘Value’ stocks ? Man vs Machine: Where do quant processes help, where do they hinder ? How Value stocks perform over the long

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MB Fund Webinars, now on Podcasts !

MB Fund Webinars, now available on Podcasts Since our MacroBusiness Road-Show in September, we heard your feedback for a podcasts series during your morning commute to work. First we introduced MB Fund Webinar series, live every Thursday, keeping you company during your break. Today we present to you MB Funds Podcasts, available on iTunes and all major Android

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MB Radio: Australia’s hidden normal comes out

  Ahead of the May budget Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the economic outlook and the unfolding Australian economic narrative.  In a wide ranging discussion Leith and David cover Australia’s reliance on commodity exports and the implication a subsiding global commodity market has for this dependence, as well as the potential

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MB Radio: The meaning of immigration

Ahead of the ABC’s planned 4 Corners report on a ‘Big Australia’ and discussion about Australian immigration planned for Q&A, Gunnamatta spoke with Leith van Onselen about Australia’s immigration backdrop and the significant ramp up of immigration numbers which occurred in 2006, as well as recent calls for immigration levels to be reduced.  In a

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MB Radio: Immigration gluttony. Can the Aussie economy be force fed?

In the wake of the 2017 Federal Budget and with prices for Australia’s major commodity exporting slumping Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the Australian economy and its key drivers and outlook.  In a wide ranging discussion they cover the role that immigration is currently playing in sustaining Australia’s current economic

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MB Radio: Game of Mates

Upon the release of the new book ‘Game of Mates’ he has co authored with Paul Frijters about grey corruption and insider networks across a range of Australian economic sectors, Gunnamatta spoke with Cameron Murray about corruption, vested interest influence on political decisionmaking and resistance to public accountability and reform.  In a wide ranging discussion

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MB Radio: Rort of the Elites

Just weeks out from the 2017 Federal budget Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about the economic backdrop framing budget decisions, as well as the dynamics of Australia’s key commodity exports and the implications this has for the economic outlook, employment, incomes growth and the housing market.  With the federal government and

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MB Radio: The Trump revolution Downunder

With the Brexit vote in June and the Donald Trump win in the U.S. Presidential election in November 2016 delivering an electoral riposte to a generation of increasing globalisation, Gunnamatta spoke with David Llewellyn- Smith and Leith Van Onselen about how the Australian economy is currently positioned, and of the implications for Australian economic policy

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MB Radio: The Budget, the Rate Cut and the Ugly

Upon the release of the 2016 Federal Budget Gunnamatta spoke with David Llewellyn-Smith, Leith van Onselen and Callam Pickering of CP Economics about the underpinnings of the budget, the integrity of some of its assumptions and forecasts, and the risks to the economy over the coming year and beyond. In a 45 minute discussion the