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

Tightening The Screws On Aussie Households With Martin North

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and delve into the latest data from his household stress survey.

The key things we want to find out:

• The overall household variation. We know that the average household is hurting a little, but it isn't dire. But about the ends of the spectrum, the rich households and, more importantly, the poor ones?
• Are things starting to accelerate? We have seen some of the biggest cohorts of fixed mortgages reset over the last few months, is that coming through in the data?
• Job security – any signs of concern?
• Theories on why we haven’t seen worse economic outcomes. Is it delayed or are we reading it wrong?

Watch the episode here.

Income Extravaganza

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into the world of income and yields. With interest rates 4-5% higher around the world, what are your options, and what can you expect to get on the various types of income investments?

Agenda:

• Sources of yield
• Asset by asset run through
• Overview

Watch the episode here.

Unlocking Hidden Opportunities: Thriving in Recession-Tested Sectors

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen.

Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year's darlings who have seen shipping rates crater – the logistics companies.

After riding on the highs in 2021 and 2022, shipping rates crashed 80%.

Market participants talk about a trucking recession in rates. Yellow, a major US trucking company, went bust. Is it time to re-look at the sector?

Agenda:

• Market size and segments
• Overall issues
• Shipping
• Trucking
• Air
• Storage
• Technology

Watch the episode here.

Hacked! An Investment Look at IT Security

There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed.

For the stocks involved, the effects can be dramatic.

With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are only going to get better.

Where are the vulnerabilities, and what does the future look like?

Which sectors are the most at risk, and what can investors do to protect their own accounts?

In this podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr are joined by cybersecurity journalist Patrick Gray, who is also the founder of Risky Business Media and host of the Risky Business Podcast. Together, they talk about all things cybersecurity, what to be wary of, how to protect yourself and, of course, the investment opportunities and implications.

Watch the episode here.