Podcast appearances and mentions of david llewellyn smith

China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith look at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production strong. Interruptions to Russian oil production are still a wild card which could spur the price higher, but there is not much good news around. ⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals rally. But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation? View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

US inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to lower inflation. Tune in to this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, discuss these important topics. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Chief Strategist at the MB Fund and MB Super, David Llewellyn-Smith discusses with Luke how NSW is transitioning the energy grid away from coal, and why Aussie gas is now more expensive in Australia than it is Europe.See omnystudio.com/listener for privacy information.

With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Last week we looked at the macroeconomic and investment impacts of a second Trump presidency. This week we look at the other alternatives: Another Biden win A different republican nominee (presumably because Trump was found guilty in a criminal trial) A different democrat nominee (presumably because Biden opted to step down) Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the potential outcomes and what it would mean for stock markets and bond markets. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

While there are still a range of court cases outstanding, Trump is leading most polls for the next president. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets. Agenda: Betting Odds Legal cases Election Issues: Abortion rights vs Border security. Age concerns. How can Biden/Trump be replaced Investment impact: Macro Investment impact: Sectors ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recommendation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to see how we would invest for you Learn more about the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more?  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wea⁠⁠⁠⁠⁠⁠⁠⁠⁠l⁠⁠⁠⁠⁠⁠⁠⁠⁠th Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 Responsible Investing Disclaimer Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor's own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor's portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor's portfolio to further inform the investor on their investment decision and the company's ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts, which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis of each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nucleus Wealth's responsibility-related statements⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

The Q1 earnings season is more than halfway through, and the results are not great. At the headline, a number of the big tech names look better than expected, overshadowing the rest of the market. But once you dig into the earnings for smaller companies, the results are more concerning. The big question is whether this is the start of the major earnings downturn that we have previously discussed or simply a dip? Join us in this week's podcast where Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, delve deeply into the matter at hand. View the presentation slides Agenda: The Fed has finally broken something Accelerating small bank credit crunch Past Bear Stearns headed for Lehman Fed done but will now wait for recession to cut Second round of banking crisis Europe and China next Reporting season - shoe has yet to drop for analyst forecasts The Australian problem To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Subscribe Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through, the signs are ominous. Bank lending and credit availability have pulled back sharply. In this week's webinar, Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dive into the factors driving the credit crunch and what you, as an investor, should be doing about it. View the presentation slides Agenda: US Credit Crunch US credit crunch so far What are the drivers? Is it global? Three scenarios Implications for assets To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Want to know more? Click here to Subscribe Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. We are back with banks again this week. We won't give too much because things are moving fast, so just click the button below to watch the full episode. Watch this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a look at this unfolding issue. View the presentation slides Agenda: Credit crunch! Background This time is different Three paths What to watch Where to hide Investment implications To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper banking crisis. We run through the issues and the effect on your portfolios. In this investment podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discussed this breaking update. View the presentation slides Agenda: Background Commercial Property Banking standards tightening Insolvencies are back Delayed effect of interest rate rises Valuation Investment implications To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Given the inflation and GDP numbers yesterday, we thought it worth an emergency look at the emerging crisis in the Australian economy. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a look at this breaking update. View the presentation slides Agenda: GDP fading fast Consumer income and wealth squeeze China won't save us Fiscal and monetary impulses negative The outlook for 2023 and asset markets To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery. In this investment podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr look at European stocks to see if they have risen too far too fast. View the presentation slides Agenda: Background Energy Euro Fundamentals Valuation Investment implications To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

For some months now, there's been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in. But now it seems even more extreme. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rate markets are forecasting a pivot to rate cuts later in 2023. They both can't be right, and this week we looked at the arguments. In this investment podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, weighed in on this matter. View the presentation slides To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discuss the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a domino effect? View the presentation slides There are two main issues: The size of the crypto market and how much the 'negative wealth effect' from the falls could have. Could we see a run on exchanges similar to what we saw with Lehman in the financial crisis? To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

The government continues to struggle for an answer to Australia's energy problems, but what mechanisms would be best available to deal with the problem?See omnystudio.com/listener for privacy information.

Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data continues to look dire in the latest release post Xi's appointment. Messaging from the conference shows no signs of reversing on clamping down on too much property debt, which means there's no respite in view for the Chinese property market. Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discuss whether this is the proverbial crash of the century. View the presentation slides Agenda: Crash of The Century: Chinese Property Highway to hell Economic fallout Markets fallout Political fallout To listen in podcast form click here Get an obligation-free portfolio recommendation to see how we would invest for you Learn more about the hosts Find us on social media: Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website. The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

Australia's LNG producers were put on notice after a ACCC report found the national energy market is predicted to have a gas shortfall in 2023.See omnystudio.com/listener for privacy information.

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith will discuss the recent fall in equity values back to more normal values.View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/05/Time-to-buy.pdfAgenda: Markets are no longer expensive… Is it time to buy?Valuation overviewGlobal tightening, fiscal and monetaryEuropean economy, the war and energyChinese economy, the property bust and COVIDUS economy and the FedImplications for marketsTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealthhttps://twitter.com/NucleusWealthhttps://www.linkedin.com/company/nucleuswealth/Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

I had a visit from David Llewellyn-Smith from MacroBusiness and Damien Klassen from Nucleus Wealth and Walk The World Funds. We recorded a discussion on some of the underlying drivers behind the economy. Go to the Walk The World Universe at https://walktheworld.com.au/

Webinar slides available here: http://bit.ly/2o1KaLo In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover "Is Australia’s Housing Rebound a Bull Trap?"While the growth outlook of the housing market has unambiguously improved over the next 12 months, downside risks have also risen further down the road. This raises the question of whether Australia’s recovery represents a classic “bull trap”?Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

Find Patrick here: https://www.livewiremarkets.com/contributors/patrick-pokeIn today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Patrick Poke of Livewire Markets as they cover "The Death of Traditional Financial Media."On the agenda this week is falling broker and industry research, what to make of writer biases and motives, growing interest in International equities among investors, the media silence of Superannuation funds managers, and much more.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen and Head of Operations Tim Fuller as they cover "The Ticking Debt Bomb"Webinar slides available here: http://bit.ly/2kkn40y Unfunded liabilities, astronomical government debt, record consumer debt, soaring corporate loans - where does the buck stop? Join us this week as we delve into the world of debt and look at where we think the ticking is loudest.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

Webinar slides available here In today's LIVE webinar (12:30pm AEST, Thursday 29th August), hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller where they'll be exploring "The Four Horsemen of the Apocalypse"Brexit, Trade War, Hong Kong and Global Recession. Four spectres hanging over investors. This week's podcast dives into the dangers each one presents and the effect on global markets we expect from each of these dangers.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

In todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller pose the question “Is value investing dead?”Webinar slides available here The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are expecting Value to protect them – but Value has failed to do so in recent years, will this time be any different?We take a hard look at the problems with Value investing and what investors should expect.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

In todays LIVE webinar (11am AEST, Friday 2nd August), hear from Nucleus Wealth’s Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed:Australia and Global GrowthInterest rate differentials;Investor sentiment and technicalsThe relative strength of the US dollar.Investment ImpactsSlides are available here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

In todays LIVE webinar (12:30pm AEST, Thursday 25th July), hear from Nucleus Wealths Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we try to unpack the recent march of equities.Webinar slides click here.– How high can it go?– What are the risks?– Long term returnsJoin Damien, David and Tim as we tread cautiously through the capital markets.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's webinar was shot in November 2018 but still holds true today.It takes a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging.Bubbles- Classifying which type of bubble we are in- Identifying the key factors- Conditions evident to support our caseThe CrashPolicy ResponsesSlides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 20th June) - we dive into our take on the current state of the global liquid dinosaur trade.Key short term fundamentals reflection on recent price volatilityWill the resurgence in US Shale force an OPEC+ extension?How do these short term measures play into our longer forecasts?Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we drill into some of the key macro drivers for global oil.Slides can be found here.Seminar info can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week’s LIVE webinar (12:30pm AEST, Thursday 13th June) – Australia’s Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war.How many cuts in the cash rate are ahead? What happens when it runs out of cuts? What and when will it turn to in unconventional monetary policy?Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into how the conundrum of falling interest rates and fully priced stocks are making tactical asset management more important than ever.Slides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 6th June) - we discuss the outlook for the Australian dollar as the Us/China Cold War develops, the local economy falters and global markets sag.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into the Aussie Dollar Drivers.Slides here.Australian Dollar – 5 drivers valuation model- Chinese growth and Australia’s terms of trade);- Interest rate differentials;- Investor sentiment and technicals- The relative strength of the US dollar.- Investment ImpactsNucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 30th May) - we dive into a big update on Australian's favourite asset rollercoaster.With the pro-property party firmly back in power - the question remains, does this mean 'risk on' for the property pundits or is there still enough pessimistic proof of potential paroxysm? Slides can be found here.So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen, Special Guest Catherine Cashmore and Tim Fuller as we look at the factors supporting both sides of Australia's property market.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 23rd May) - As we review the escalation between global powerhouses USA and China.Is this the Cold War 2.0?What is the US trying to achieve?How might it play out and some potential scenariosHow are these events likely to impact investment in the near future?So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as give an update on the stoush of the new century.Slides can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early.Slide can be found here.So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look at the state of the Australian property market pullback and if it has more to run.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Here is a short summary of our larger show to whet the whistle.So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look at the state of the Australian property market pullback and if it has more to run.Slide can be found here.The information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of the worlds largest freelancing and crowdsourcing marketplace.In todays interview we discuss Matts views on the Australian economy’s House of Cards, how we got into this situation and some critical areas we need to address to help us get out of it.House of Cards article link - http://bit.ly/2PKAK0kAfter the interview we will then look at some of the wider investment implications that these themes can impact how we invest money every day at Nucleus Wealth.Join Nucleus Wealth’s Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and myself, Tim Fuller as we dive into a fascinating hour with one of Australia’s thought leaders of the new age.The information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 18 April) - we look at recent numbers out of China, it's subsequent investment implications and how we are adjusting portfolios to take advantage.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss recent global data points and how we are positioning portfolios in response.- China Debt Explosion- Europe = 2nd derivative- Effect on Australia- Longer Term outlook- Implications for InvestmentSlides here.The information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association. (BFCSA)BFCSA investigates fraud involving lenders, spruikers and financial planners worldwide. For the past two decades, Ms Brailey, President of BFCSA (Inc), has been a tireless campaigner, championing the cause of older and low income people around the Globe who have fallen victim to banking and finance scams. In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations that Denise has come across in her experience. We also finish with Denise's top tips for people in the market for a home loan to help avoid getting into trouble.After the interview we will then look at some of the wider investment implications that these themes can impact how we invest money everyday at Nucleus Wealth.The information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week’s webinar we explore what life is left in the Australian Government Bond trade.Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on how investments in bonds can provide safety and yet still outperform when conditions are right.- What happens when the safety trade isn’t safe?-Australia vs Global-RBA Tactics-What to watch out for-Implications for InvestmentWebinar slides hereThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar we explore the retaliation of China on a number of fronts.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the global economy.- Trade issues- Cyber warfare- Political Influence- How we position portfolios to face these threats head on.Download Slides HereThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

Nucleus Instants is a shortened version of our larger podcast designed to give you a brief overview of topics covered.This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at:- Household Consumption- Dwelling Investment- Public Demand- Business Investment- How the above data points should be used in investment portfoliosWebinar slides hereThe information on this podcast 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy.Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at:- Household Consumption- Dwelling Investment- Public Demand- Business Investment- How the above data points should be used in investment portfoliosWebinar slides hereThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week's LIVE webinar (12:30pm AEST, Thursday 31 Jan) - we explore the key bear themes that will have an impact on world markets in 2019.Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at:- China - Can China arrest falling growth with more debt?- US - When does the Trump boom end?- Europe - Will Brexit and anemic economic growth remain?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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

Join Nucleus Wealth's Head of Investment Damien Klassen and Tim Fuller as we discuss all things bonds, where they fit in the investment landscape and why they are an important part of any diversified portfolio.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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

NUCLEUS WEALTH INSIGHTSGood Defence is the Best Offence (Show originally aired on the 12th of July 2018)On this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies.- Can volatility be viewed as a whole or a sum of many parts?- How stock selection can help insulate a portfolio in volatile times.- Tactics used at Nucleus Wealth to help protect client portfolio's.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !#nucleusinsightsThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

This week’s LIVE webinar (12:30pm AEST, Thursday 20 Dec) – we explore what can really go on behind the closed doors of investment managers.Only when the tide goes out do you discover who has been swimming naked.Warren BuffettIt is a market truism that a rising stock market can hide a lot of sins, and it is only when markets fall or become volatile that you can see who has been simply taking lots of risk in a bull market.Join Nucleus Wealth’s Head of Investments Damien Klassen and general dogs body Tim Fuller as we look at:– Are the assets within a fund what you thought they were?– Are the funds invested how they should be?– Are consistently smooth returns in volatile times actually a cause for concern?So, with markets down 10%+ over the past few months, now is the perfect time for you to have a closer look at your investment manager’s returns and work out whether they are swimming naked.Webinar slides hereHEAD HERE for webinar next Thursday, and have your questions answered live!Can’t make it to the live series? Catch up on the content by Podcasts or our recorded Videos.The information on this webinar 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.nucleuswealth.com

Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at- the current economic data coming out of China- Headwinds facing another major local boom- How these themes will impact investment across the worldWebinar slides - http://bit.ly/2rx1AxoThe information on this webinar 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.

Special 'From the Vault' edition - episode shot on the 14th of December 2017, mid frothy cryptobubble. Bitcoin was trading at $23,400 AUD.Damien Klassen, David Llewellyn Smith and Tim Fuller give their thoughts on Bitcoin and blockchain, what to look out for and where it is going.The information on this webinar 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.nucleuswealth.com

This week's webinar (12:30pm AEST, Thursday 22 Nov) - is an Australian Housing Crash update.A slump in auction clearance rates, tightening credit, revelations of huge amounts of 'liar loans' and of course, falling house prices.Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities.The information on this seminar 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.nucleuswealth.com

This week’s webinar is a US election special.What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets.The information on this seminar 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.nucleuswealth.com

This week's webinar is a focus on the structural problems with superannuation:– How tax breaks are skewed– Superannuation isn't working at getting people off the aged pension– Problems with superannuation funds in focus at the Royal Commission– Investment opportunitiesThe information on this seminar 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.nucleuswealth.com

Welcome to Finance and Fury. Before I start I want to say a massive ‘Thank you’ to our listeners. We cracked 150k downloads in the first 6 months which is phenomenal. Also, thank you to everyone who has taken up the course – I want to extend the promotion to another 50 people as a Thank You for everyone’s ongoing support. Just enter the code ‘faf01’ for 50% off at the checkout. Here's a link to the course: https://financeandfury.com.au/learn-finance/ Today we’re talking about the AUD plummeting to a two-and-a-half year low - 70.79 US cents (approx. at the time I’m recording this episode) The Aussie dollar could be heading to the “mid to high 60s” by next year, experts say. The dollar is now about 13 per cent below January’s three-year high of 81.36 US cents. Is it USD rising or AUD crashing? It all depends on what the domestic country is doing in relation to the foreign country of comparison In comparing the AUD to the USD it is the rising USD more so than anything The AUD is going well in relation to the GBP, for example.  The Australian market There is a lack of competition between AU and the US Potentially soft retail sales data due for release could be “another possible nail in the coffin” There is a decreased demand for AUD “The principal reason it’s falling is because the yield spread, basically the difference between interest rates in the US and Australia, has turned very negative,” MacroBusiness Fund chief strategist David Llewellyn-Smith said. The US Federal Reserve last month raised rates - third time this year – now at 2.25 per cent. The Fed has flagged another hike in December, three more next year and one in 2020. RBA cash rate 1.5% since Aug 2016 – No rise since Nov 2010. With the fears of property prices declining – not likely to get a rate rise for a while  Factors affecting currency trade Carry Trade Global markets work through borrowing in low interest rate areas and invest in high interest rate areas. It’s called the carry trade. It is said that the yield spread on 10-year US and Australian government bonds is now “at the most negative it’s been since 1983”. A lot of people want to sell the Australian dollar at the moment Terms of Trade The ratio of import to export prices, which in Australia’s case is basically all about coal and iron ore exports We sell so much of both coal and iron ore. There is normally a very strong relationship — high commodity prices means a high Aussie dollar. That’s not the case at the moment. Iron ore and coal prices, while nowhere near their levels during the peak of the China boom, are reasonably high. The AUD would be up around 85 cents based on the terms of trade Economic & Tariff wars The growing economic war between the US and China. “As we speak, Beijing is employing a whole-of-government approach, using political, economic, and military tools, as well as propaganda, to advance its influence and benefit its interests in the United States,” Mr Pence said. Chinese spies hacked America’s technology supply chain by sneaking compromised chips into companies including Amazon, Apple and big Government agencies It’s about power and strategic ascendancy and hegemony. All that is bad news for Australia — and in this case, the Australian dollar. The worse it gets, the more sentiment sours about the Australian dollar. We’re a little country caught in between two behemoths. What the current situation is good for Cheap to buy Australian goods if you’re overseas What it is bad for Australians buying things internationally The RBA, for its part, is completely boxed in - are totally unable to raise rates Forecasting currency is a mug’s game. There are an impossible number of variables. But those are the primary drivers.   Protecting yourself from currency fluctuations – Investments Hedged vs Unhedged Buying international shares – Hedged at not much risk of currency risks, unhedged is good when AUD is falling Unhedged has been good over the last few years as the AUD has dropped Within an investment portfolio diversify and get both  

This audio was recorded at the 2018 Nucleus Wealth / Macrobusiness Seminar held on Thursday 13th September in Melbourne.The information on this seminar 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.nucleuswealth.comQuestion guide (with time elapsed) :0:38 Q0 - Does Chinese Stimulus come in cycles?4:16 Q1 - Some questions around investing with Nucleus Wealth6:42 Q2 - The US hitting the fiscal cliff impact on share market9:24 Q3 - Will Labor back on negative gearing if successful next election?13:19 Q4 - What weightings are typical and how does this compare to other international managers?14:34 Q5 - How much can we trust Chinese economic numbers?18:17 Q6 - What is the risk of a bank bail in / Is a US boom similarly as good as China for Australians?21:28 Q7 - Why is the Aussie stock market no where near the GFC high?27:51 Q8 - Will Labor back on negative gearing if successful next election 2?29:44 Q9 - Is Australia still worth investing in?32:30 Q10 - Will the share market (and NW portfolios) fall faster than Aussie housing?36:54 Q11 - Physical Gold - when should it be considered?39:43 Q12 - How does Australian's record housing debt impact the broader Australian economy?42:37 Q13 - Why is Australian retail growth still so strong, particularly in the cities?46:36 Q14 - Will removal of negative gearing mean a surge in Primary Places of Residence?50:13 Q15 - What are your thoughts on a potential inversion of the US yield curve?

NUCLEUS WEALTH INSIGHTSGood Defence is the Best OffenceOn this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies.- Can volatility be viewed as a whole or a sum of many parts?- How stock selection can help insulate a portfolio in volatile times.- Tactics used at Nucleus Wealth to help protect client portfolio's.If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

NUCLEUS WEALTH INSIGHTSResources - Dirty BusinessOn this episode of Nucleus Insights, Resources - Dirty Business will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources.Resources sector valuationsCommodity price outlookWorld commodity demandIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

NUCLEUS WEALTH INSIGHTS China Triple ThreatOn this episode of Nucleus Insights, China Triple Threat will have David Llewellyn-Smith joining Damien Klassen and Tim Fuller to cover the latest from China.    - How will Xi respond to Trump's Trade War ?     - Is China slowing or unleashing more debt ?    - What are the implications for investment ? If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsights

NUCLEUS WEALTH INSIGHTS GFC 2.0 - The Italian JobOn this episode David Llewellyn-Smith, Damien Klassen and Tim Fuller look at recent events over in Italy and their conundrum with the EU.Will this be the beginning of another Global Financial Crisis ?What does this mean for the Euro and european based investments?What impact does could this have on the unwinding of the European Union?If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsightsThe 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 and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

NUCLEUS WEALTH INSIGHTS Ethical Impacts on your Bottom Line.Hear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as we look at a your Ethical Choices and what to expect when applied to your investment portfolio.- Weighing up Pros and Cons of applying ethical investment choices.- Can we make a difference ?  At what cost ? - How much is too much ?  What is your bottom line ? If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsights

NUCLEUS WEALTH INSIGHTS Housing - Australia's Favourite BoomHear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as we look at a the falling dollar and are we doomed ?- Past and current trends of the Australian dollar- Will we fall further ?  Can we fall further ? - Positioning yourself for the best opportunityIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsights

NUCLEUS WEALTH INSIGHTSOZ Economics !Special Guest Letih Van Onselen from MacroBusiness Superblog joins David Llewellyn - Smith, Damien Klassen and Tim Fuller, taking a dive into the current position of Australian Economy.- What will we be facing in a few years time ?- How to spot opportunities in the Australian Economy.- How can this influence your portfolio ?If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsights

NUCLEUS WEALTH INSIGHTSDrivers of VolatilityHear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as they cover the the causes of Market Volatility seen in recent events. Join us to learn how to. . .- Spot opportunities in volatile markets- Identify impacts on your portfolio- How to prepare your portfolio for the upside in Market VolatilityIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content.We also have a live chat feature !Sign up to our live webinar series - Nucleus Insights and join us during our live sessions for a chance to hear the guys discuss your topic or question on air.For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: bit.ly/NucleusInsightsPodcasts#nucleusinsights