Podcasts

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MB Fund podcast: Is Australia’s Housing Rebound a Bull Trap?

In today’s webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover “Is Australia’s Housing Rebound a Bull Trap?” While the growth outlook of the housing market has unambiguously improved over the next 12

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MB Fund Podcast: Aussie housing rebound a bull trap? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 3rd October), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “Is Australia’s Housing Rebound a Bull Trap?” While the growth outlook of the housing market has unambiguously improved over the

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MB Fund podcast: The ticking debt bomb

In today’s webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, and Tim Fuller took a look into “The Ticking Debt Bomb”. Webinar slides available here  Unfunded liabilities, astronomical government debt, record consumer debt, soaring corporate loans – where does the buck stop? Join us this week as we delve into the

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MB Fund Podcast: The Ticking Debt Bomb LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 19th September), hear from MB Fund’s Head of Investment Damien Klassen and Tim Fuller as they cover “The Ticking Debt Bomb” Unfunded liabilities, astronomical government debt, record consumer debt,  soaring corporate loans – where does the buck stop? Join us this week as we delve into the world of

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MB Fund Podcast: The ugly truth of the miracle economy

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Tim Fuller took a deep dive into “The Ugly Truth of the (Australian) Miracle Economy”. Webinar slides available here  Today we looked at 28 years of uninterrupted GDP growth and contrast that to 7 years of declining

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MB Fund podcast: Return of the Housing Boom with Catherine Cashmore

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Tim Fuller and special guest, property buyers advocate Catherine Cashmore as they cover the “Return of the Housing Boom”. Webinar slides available here  The recent Australian Housing report from CoreLogic shows it could be boom time once again

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MB Fund Podcast: Return of the Housing Boom with Catherine Cashmore LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 5th September), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Tim Fuller and special guest Catherine Cashmore as they cover the “Return of the Housing Boom”. The recent Australian Housing report from CoreLogic shows it could be boom time once again

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MB Fund podcast: Four Horsemen of the Apocalypse

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller where they’ll be exploring “The Four Horsemen of the Apocalypse” Webinar slides available here  Brexit, Trade War, Hong Kong and Oil, potentially resulting in the apocalypse of a Global Recession. Four spectres hanging over investors.

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MB Fund Podcast: The Four Horsemen of the Apocalypse LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 29th August), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “The Four Horsemen of the Apocalypse”. Brexit, Trade War, Hong Kong and Global Recession. Four spectres hanging over investors. This week’s podcast dives into the dangers each

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MB Fund Podcast: The Death of Value

In this weeks installment, we hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller pose the question “Is value investing dead?” Webinar slides available here  The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are

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MB Fund Podcast: The Death Of Value LIVE TODAY

In todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller as they pose the question “Is value investing dead?” The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many

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MB Fund Podcast: Aussie property update with Susan Farquhar

In this weeks installment, we have a special guest week in Susan Farquhar. Susan is one of the country’s leading experts in investment property and is Managing Director of Calla Property who specialise in helping everyday Australians make smarter decisions when choosing to invest in property. Through her decades of investing and helping others invest

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How low will the Australian dollar go?

In yesterday’s LIVE webinar, MB Fund’s Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed using a five drivers valuaton model: Australia and Global Growth Interest rate differentials; Investor sentiment and technicals The relative strength of the US dollar. Investment Impacts Slides are

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MB Fund podcast: Australian dollar trap door opens LIVE TODAY

In todays LIVE webinar (11am AEST, Friday 2nd August), hear from MB Fund’s Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed: Australia and Global Growth Interest rate differentials; Investor sentiment and technicals The relative strength of the US dollar. Investment Impacts HEAD

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MB Fund podcast – Flight to Quality

In todays LIVE webinar, hear from MB Fund’s Head of Investments, Damien Klassen and Tim Fuller walk through the tools used at Nucleus Wealth for picking quality stocks. In this episode we focus on Damiens process on how stocks are considered for the portfolios at Nucleus Wealth. – The global move to quality by big

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MB Fund Podcast – Flight to Quality LIVE TODAY

In todays LIVE webinar (12:30pm AEST, Thursday 11th July), hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller walk through the tools used at the MB Fund for picking quality stocks. – The recent global move to quality by big fund managers – What is a “Quality” stock? – Man vs Machine: Where

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MB Fund Podcast – Ethical Investment Essentials LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 4th July) – we explain all things ethical investment. An update on some big changes in company portfolios (such as Woolworths) Defining ethics in investment What does investing ethically mean to a portfolio’s performance? What are the options ? What are the pitfalls? How we help investors invest according

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MB Fund Podcast: Oil Canary Dead in the Cage?

This week’s LIVE webinar (12:30pm AEST, Thursday 20th June) – we dive into our take on the current state of the global liquid dinosaur trade. Key short term fundamentals reflection on recent price volatility Will the resurgence in US Shale force an OPEC+ extension? How do these short term measures play into our longer forecasts?

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MB Fund podcast: What next for the RBA?

This week’s LIVE webinar (12:30pm AEST, Thursday 6th June) – Australia’s Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war. How many cuts in the cash rate are ahead? What happens when it runs out of

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MB Fund Podcast: Is the beast back? The future of Australian property

This week’s LIVE webinar (12:30pm AEST, Thursday 30th May) – we dive into a big update on Australian’s favourite asset rollercoaster. With the pro-property party firmly back in power – the question remains, does this mean ‘risk on’ for the property pundits or is there still enough pessimistic proof of potential paroxysm? So join MB Fund’s Head

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MB Fund Podcast: Rise of the beast? The future of Australian property. LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 30th May) – we dive into a big update on Australian’s favourite asset roller coaster. With the pro-property party firmly back in power – the question remains, does this mean ‘risk on’ for the property pundits or is there still enough pessimistic proof of potential paroxysm? So join MB Fund’s

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MB Fund Podcast: Trade War Explodes

This week’s LIVE webinar (12:30pm AEST, Thursday 23rd May) reviewed the escalation between global powerhouses USA and China. Is this the Cold War 2.0? What is the US trying to achieve? How might it play out and some potential scenarios How are these events likely to impact investment in the near future? So join MB

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MB Fund Podcast: Mega Trends

On today’s show we look at some prevailing Mega Trends. Join MB Fund’s Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets. – Rising inequality – Baby Boomers – Women in the workforce – Global

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MB Fund Podcast: Is the housing bust ending?

As the mainstream media are beginning to publish some bullish ‘green shoot’ news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. So join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith

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MB Fund Podcast – Housing Bust Ending? – LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 9th May) – we look at whether the Housing Bust is ending? As the mainstream media are beginning to publish some bullish ‘green shoot’ news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. So join