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Macro

Stock market looks expensive? Blame the giants

Global markets look expensive—but it’s mostly the biggest companies driving that. The rest of the market is priced closer to normal.
Damien Klassen
Nucleus Wealth
Funds

Nikki Thomas - the power of focus: running a 20-stock global portfolio

David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.
David Clark
Koda Capital
Macro

March 2025 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

December 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

November 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

September 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Education

The investment machine behind a European retail giant

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Macro

August 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

July 2024 Podcasts: Is AI a bust after all?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

June 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
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