Nucleus Investment Insights

Nucleus Investment Insights


Latest Episodes

Ep. 323 What Would A Non-Trump President Mean For Investors? | Nucleus Investment Insights
February 28, 2024

Last week we looked at the macroeconomic and investment impacts of a second Trump presidency. This week we look at the other alternatives: Another Biden win A different republican nominee (presumably because Trump was found guilty in a criminal trial

Ep. 322 What Will Trump 2.0 Mean For Investors? | Nucleus Investment Insights
February 21, 2024

While there are still a range of court cases outstanding, Trump is leading most polls for the next president.Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith,

Ep. 321 Income Investors Beware! | Nucleus Investment Insights
February 14, 2024

Interest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest ra

Ep. 320 Earnings Season Unveiled: A Tale of Triumphs Amidst Turmoil | Nucleus Investment Insights
February 07, 2024

The reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almo

Ep. 319 Is Inflation Crashing? | Nucleus Investment Insights
January 31, 2024

Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot?Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klasse

Ep. 318 China: In The Bear's Embrace | Nucleus Investment Insights
January 25, 2024

While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week.The data from China continues to be poor, and the government interventions are minimal.Brokers have been calling the bottom for

Ep. 317 Explosive Growth In The Uranium Price: Is Nuclear Back? | Nucleus Investment Insights
January 18, 2024

With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options? In this week’s podc

Ep. 316 State Of The Stock Market | Nucleus Investment Insights
January 10, 2024

Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations and earnings growth to see where the investment opportunities lie. Join us in this investment podc

Ep. 315 Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights
January 05, 2024

This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs. Are we heading for another supply chain crisis? Join us in this investment podcas

Ep. 314 Megatrends 2024 | Nucleus Investment Insights
December 27, 2023

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years. ⁠⁠⁠⁠⁠⁠⁠View the