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          <time datetime="2023-10-30T16:21:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 30, 2023 16:21</time>
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              October 23 podcasts: rental crisis, oil fueling inflation, US tech, and AgrInvest
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
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          <time datetime="2023-10-30T14:25:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 30, 2023 14:25</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The risk no one is talking about (and 10 mispriced market darling <span class="whitespace-nowrap">stocks)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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              Uranium prices have renewed momentum as supply risks mount
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  Major economies like China, India, Japan, Europe, and the United States embracing nuclear power and expanding their nuclear power capacities have caused uranium prices...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Navigating private credit &amp; commercial property | Andrew <span class="whitespace-nowrap">Lockhart<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Murdoch speaks with Andrew Lockhart, the Managing Director of Metrics. Andrew shares his insights into their lending process &amp; philosophy. 
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              Real yields, Taiwanese trade and Bitcoin’s rally
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  This week’s charts begin with a historic look at US bond returns
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              ASX 200 to fall, S&amp;P 500 enters correction territory + 5 oversold indicators to watch
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        Livewire Markets
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              Will renewables get us to net zero?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A broadly held expectation is that the world will transition to net zero carbon by 2050, underpinned by the development of cleaner technologies including renewables....
</div>

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              Media Worth Consuming – October 2023
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  Interesting and under the radar media on finance, economics, politics and society
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        Narrow Road Capital
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          <div class="sm:flex-grow">
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              The Match Out: Marginal gains heading into the weekend cant offset a tough week
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  The daily Match Out for Friday 27 October 2023 with James Gerrish of Market Matters
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              Calcutta 2024: Top fundies name 14 stock picks for the running of the Golden Bull
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  And only one of this year&#39;s stock picks is a &quot;short&quot;. 
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2231" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-360">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2231">
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  data-load-engagement-count-target="follow"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BRN" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brn">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="371" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-brn">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Brainchip Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BRN</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-371">
            Followed by<span class="font-bold text-gray-700"> 279 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CDA" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cda">
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="509" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cda">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Codan Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 162 </span>people
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          <div 
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  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/calcutta-2024-top-fundies-name-14-stock-picks-for-the-running-of-the-golden-bull">
      +17
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="360" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-360">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">360</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BRN" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brn">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Brainchip Holdings Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  data-load-engagement-count-target="follow"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
  <a aria-label="CDA" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cda">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Codan Ltd</div>
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="57501" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>    <div class="px-4 mt-0.5">
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="610" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ddr">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dicker Data Ltd</div>
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      +15
</a></div>

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          <div class="sm:flex-grow">
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              Avoiding the blue chips heading for small cap status
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  In a world where macro news is nothing short of chaotic and confusing, it’s worth focusing on the micro for a change.
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        Yarra Capital Management
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          <time datetime="2023-10-27T14:33:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2023 14:33</time>
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              Webcentral: A fantastic deal
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  Webcentral have agreed to sell their domains and hosting business for an implied value of A$165m.
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        HD Capital Partners
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          <time datetime="2023-10-27T14:30:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2023 14:30</time>
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              How your expertise can drive investment gains (and 2 stock ideas)
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  Investing in what you know is a cornerstone for many famous investors. Which industries, brands, products are you passionate about?
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          </div>
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        <div class="pt-4 pb-4 sm:hidden">
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      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Liberty Media Corporation Series A Liberty Formula One Common Stock</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">NYSE:FWONA</div>
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            Never miss an update
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            Followed by<span class="font-bold text-gray-700"> 21 </span>people
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      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Liberty Media Corporation Series A Liberty Formula One Common Stock</div>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund <span class="whitespace-nowrap">manager<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The Vinva Investment Management founder and former BGI Global Active Equity CIO shares some of the lessons learnt during his journey. 
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              How to screw a promising industry
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Azure Minerals takeover by SQM looks to be perfect match in terms of prospect, capital, expertise and offtake. Why did I sell on market?
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            Never miss an update
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        Jevons Global
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          <time datetime="2023-10-27T12:34:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2023 12:34</time>
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  ResMed CEO Mick Farrel says weight loss drugs could be bringing more patients into the CPAP funnel. 
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              Don&#39;t be like Harry Hindsight: Why now is the time to consider gold
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  When markets are trading at or near all-time highs, it’s not normally that hard to see signs of investor exuberance. Whether it be speculative positioning, fund...
</div>

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        ABC Bullion
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