Podcasts

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MB Fund Podcast: Positioning for success in post pandemic global markets (now with in-studio video)

This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new challenge lies in optimising global coverage that positions for growth

6

MB Fund Podcast: Are We Experiencing a Commodity Supercycle? (Now with in-studio video)

 In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question “Are we experiencing a Commodity Supercycle?” View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/supercycle.pdf As the world is tiptoeing its way out of the coronavirus pandemic, the consequent surge in the price of

6

MB Fund Podcast: Reset – Restoring Australia post pandemic with Ross Garnaut

 In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication ‘Reset: restoring Australia after the pandemic recession‘.   The pandemic has brought immense disruption to the Australian way of life,

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MB Fund Podcast: Seeking value in alternative markets with Adrian Redlich

Nucleus Wealth’s Head of Investments Damien Klassen,  Head of Advice Tim Fuller and Adrian Redlich, Chairman of the Merricks Capital Investment Commitee give the rundown on seeking value in alternative markets. You can find Adrian at Merricks Capital On the agenda: An overview of the crisis – vaccines, recovery, asset classes to watch Real estate

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MB Fund Podcast: Housing roars upwards, with Dr Cameron Murray

MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing’s recent upwards roar. You can find Cameron at Fresh Economic Thinking On the agenda: Strongest growth in property prices since 2003 Mortgage & Auction markets are booming

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MB Fund Podcast – Inflation: Mirage or Oasis?

MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures On the agenda: Inflation factors: commodity prices, supply disruptions, structural & cyclical factors Deflation

7

MB Fund Podcast: The Art of Financial Advice

MB Fund’s Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice On the agenda: When do you need advice? What can advice offer you? What is the process for advice? What options are there for advice? Why pay for ongoing service?

7

MB Fund Podcast: Does Gamestop (GME) spell game over for hedge funds? With Nick Morton

In today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to determine if Gamestop (GME) spells game over for hedge funds You can find Nick at https://www.resonantam.com.au/ Agenda: Reddit targets: Gamestop + others The future for short

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MB Fund Podcast: Mining – Short-term Blip or Structural Boom? *audio fixed* With David Radclyffe

MB Fund’s Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining is experiencing a short-term blip, or a structural boom You can find David at http://www.globalminingresearch.com/ On the agenda today: Gold: relationships between gold miners & gold price Iron ore & Lithium:

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MB Fund Podcast: Biden boom or bust?

MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller ask the trillion dollar question: Will Biden trigger a market boom or market bust? President Joe plans to begin immediately unwinding his predecessor’s policies on immigration, climate and other issues on Wednesday with at least 15 executive

15

MB Fund Podcast: A trader’s guide to 2021, with Patrick Ceresna

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid podcaster, and the Chief Derivative Market Strategist of Big Picture Trading, Patrick Ceresna. We wanted to bring Patrick on to get a trader’s perspective of current macroeconomic and trading trends such as:

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MB Fund Podcast: How high can Bitcoin go?

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Head of Operations Shelley George investigate how high Bitcoin can go. We give a background on the technology used in Bitcoin, a breakdown of what private money (like Cryptocurrency) is, how and why Bitcoin is valued, and analysis of what this means for

22

MB Fund Podcast: 2021 Australian Property Price Boom

Australian property prices are set to boom in 2021. Why? Australia’s successful elimination of COVID-19, the economy’s better than expected recovery, and the unprecedented fiscal and monetary support have stars aligned for strong Australian property price growth in 2021 In today’s episode, MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen and

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MB Fund Podcast: Will the great value stock rotation last?

This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone’s mind; will it last? So join us in today’s investment webinar, as MB Fund’s Head of Investments Damien Klassen, and Head of Operations Tim Fuller hypothesise if the great

11

MB Fund Podcast: Is 2020 Government Stimulus essentially MMT?

With the heavy amounts of Government stimulus being provided worldwide this year in response to Coronavirus’ economic impacts, we wanted to get the perspective of Adelaide University’s Dr. Steven Hail as to if this stimulus was essentially MMT in all but name Our Agenda includes: • Quick background to MMT • MMT and Inflation expectations

19

MB Fund Podcast: China and Australia at War

We discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students

15

MB Fund Podcast: Aussie property and COVID-19. With Martin North

In today’s investment webinar we discussed the RBA’s recently unveiled plans to drop interest rates to unprecedented levels to support the Australian economy and property market, but the million dollar question is, will it work? To help determine this, MB Fund’s Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by

20

MB Fund Podcast: The future of manufacturing and energy in Australia, with David Morgan

In today’s investment webinar MB Fund’s Head of Investments Damien Klassen, Head of Advice Tim Fuller and Principal of Iron Matrix, David Morgan discuss the future of manufacturing and energy in Australia. On the agenda today: Manufacturing revival in Australia (and other western countries), if the declining costs of renewable energy will be enough to

1

MB Fund Podcast: Is Superannuation Distorting Investment Markets? With Dr Cameron Murray

Our attention turns this week to what is most Australian’s second biggest asset, Superannuation. Super means a lot things to every Australian. For some it’s a tax efficient long term savings vehicle that if managed well can provide security and reassurance that retirement will be comfortable and reliable. For others it is an annoying, mandated

23

MB Fund Podcast: The disastrous Economics of Climate Change, with Prof. Steve Keen

On the agenda today: • prof. Keen’s recent work on the appallingly bad neoclassical economics of climate change, in which he contends numerous errors have been made in calculating the economic effects of climate change. Correcting for these errors makes it feasible that the economic damages from climate change are at least an order of

13

MB Fund Podcast Special: Dr Frankenberg’s Mad Budget Experiment!

A special episode of the podcast this week, in which MB Fund’s Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller dive into Dr Frankenberg’s Mad Budget Experiment! (aka Australia’s Budget). On the agenda: • The budget numbers & policies • Economic, political

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MB Radio: Irresponsibility becomes the new black

Ahead of the anticipated announcement of the Federal Governments trashing of responsible lending laws by moving oversight of financial lending from ASIC to APRA, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the implications of the move, and how this positions the Australian economy.  The sound is a touch raw, and the discussion