Nucleus Investment Insights

Latest news and analysis on Nucleus Investment Insights

Macro

March podcasts: sell Australia, buy the world

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

Is inflation crashing?

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

January Podcasts: The state of the stock market

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 2023 podcasts: Will 2024 crash Australia’s housing market?

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

Nov. 2023 Podcasts: Australia-China uneasy partnership, end for value investing

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
Commodities

Will oil fuel the flames of inflation?

The conflict in the Middle East has caused oil prices to surge. This could lead to a cost-push inflation spiral: higher inflation --> higher wage demands --> higher...
Damien Klassen
Nucleus Wealth
Macro

October 23 podcasts: rental crisis, oil fueling inflation, US tech, and AgrInvest

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

Hacked! Cybersecurity stocks fight back

At face value, the odds of being hacked are much higher than a few years ago. What are the risks, and where are the returns for investors?
Damien Klassen
Nucleus Wealth
Macro

Tightening the screw on households, income extravaganza, recession-tested sectors

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

Iron ore, cracks in Chinese and US property, and the crash in PPIs

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 2023 podcast highlights: China property crash, abuses of power, and US Q2 earnings

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 2023 Podcasts: Dedollarisation, Wagner, NVIDIA and what is the RBA doing?

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

Why are food input prices falling but grocery prices rising?

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

April podcasts: AI disruption, housing boom vs mortgage cliff, looming credit crunch, and company bankruptcies

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

March Podcasts: It's Hard To Kill A Banking Crisis, Is A Banking Crisis Underway?, The Smashed Aussie Economy, Why India Is Not The Next China and A Sectoral Guide To Surviving The Business Cycle

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

January Podcasts: Megatrends 2023, What's Instore For 2023?, Fundamental Bears vs Technical Bulls and Early Reporting Season Indications and Valuation Roundup

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 Podcasts: Ethical investing, recessions and property

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

November Podcasts: Crypto, Insolvency, Australian Property and a Market Bottom?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information. The Great Insolvency Façade with Caroline Di...
Damien Klassen
Nucleus Wealth
Macro

October Podcasts: Green metals panic, China property crash, killing inflation and the great energy heist

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