Is a growth shock coming? | Video podcast

Damien Klassen

Nucleus Wealth

Earlier this week I published is a growth shock coming? which was included in today's daily Livewire email. This podcast we recorded last week is a continuation on that post, with indepth analysis of the themes discussed for those wanting further detail

Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare!


Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one. View the presentation slides

Topics & timestamps:
  • 00:00 Introduction and agenda 
  • 02:30 China's growth scare 
  • 21:19 the US fiscal cliff 
  • 25:55 Offsets 
  • 37:17 Impact on assets 
  • 46:45 How we're adjusting our portfolios 
  • 51:03 How much will Biden try to prop up stock markets? 
  • 54:45 Chinese equity markets
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

Damien Klassen
Head of Investment
Nucleus Wealth

Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Sign In or Join Free to comment