Nucleus Investment Insights

Nucleus Investment Insights


Latest Episodes

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

Ep. 313 Will 2024 Crash Australia's Housing Market? | Nucleus Investment Insights
December 20, 2023

In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is this huge immigration policy go

Ep. 312 Alboflation: Energy Edition | Nucleus Investment Insights
December 14, 2023

Australian energy prices present a paradox.Australia is one of the largest coal exporters on the planet. Australia is a top 3 LNG exporter. Australia has some of the best solar resources in the world.So why are energy prices high here while tumbling e

Ep. 311 Revolutionary Investment Opportunities | Nucleus Investment Insights
December 06, 2023

Get ready to dive into the future of investing with us this week! Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine

Ep. 310 Is It The End For Value Investing? | Nucleus Investment Insights
November 29, 2023

The last few years of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged, and many investors are expecting Value to protect them but Value has failed to do so in recent yea

Ep. 309 Why Is Excess mortality Still High, What Does It Mean For Insurers? | Nucleus Investment Insights
November 23, 2023

Years after covid has finished, and excess mortality is still way higher than usual in countries all around the world.Suicides, cancer, COVID, heart disease are all running above average.Join us in this week's podcast as Nucleus Wealth's Chief

Rapid Insights Ep.6: 3Q Earnings. Recovery Gets Pushed Another Quarter Out
November 19, 2023

In this rapid insight episode, Nucleus Wealths Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a

Ep. 308 An Investor's Guide to 3rd Quarter Earnings | Nucleus Investment Insights
November 15, 2023

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr dive into the complex landscape of 3rd quarter earnings.The overall trend shows a downgrade in earnings forecasts, signalli

Rapid Insights Ep.5: The Weight Is Over: Obesity Drugs Have Arrived
November 12, 2023

In this rapid insight episode, we look at the rise of weight-loss drugs. Dont sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound econ