April 2024 Podcasts

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

Nucleus Wealth

Housing Rent Heatwave: How It Is Affecting Macro Investment Trends

Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both countries are running extreme immigration programs.

In this podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at what it means for these two countries from a macroeconomic perspective vs countries that do not have the same issues.

Agenda:

  • What is an interest rate?
  • Around the country
  • Is anything going to change?

Watch the episode here.

REPLAY Revolutionary Investment Opportunities

This is a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden opportunity to elevate your investment game!

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr, explore the most exciting investment themes set to redefine the next few years.

We’re talking about groundbreaking trends that every savvy investor needs to watch:

  • Electrification: as we move to a world powered by clean energy, change is at hand. Both opportunities and traps abound.
  • Obesity Drugs: We’re investigating the revolutionary drugs poised to tackle the global obesity epidemic.
  • Onshoring & Robotics: Witness the rebirth of manufacturing with cutting-edge robotics. Find out how onshoring is getting a high-tech makeover.
  • AI: Step into the world of Artificial Intelligence. We’re uncovering how AI is reshaping industries and creating opportunities.
  • Cloud Computing: Soar into the cloud. Learn about the tech giants leading the charge in cloud computing and how it’s transforming the digital landscape.
  • Energy: Power up with insights into the dynamic energy sector. From traditional fuels to renewable sources, discover the energy investments lighting up the market.

Watch the episode here.

War, Oil and Inflation

In this podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, dissects the war, its effect on the oil price, and the oil price’s effect on inflation.

Agenda:

  • Portfolio changes
  • Oil & Geopolitical issues
  • Cost push inflation
  • Demand destruction
  • Bonds

Watch the episode here.

HD Remastered Replay: The World of Ethical Investing

In this investment podcast, Nucleus Wealth team discuss the many grey areas of ethical investing and how you can do it on your terms.

Agenda:

  • Defining Ethics, ASIC Crackdown
  • Effect on portfolio performance
  • What are the options
  • What are the pitfalls

Watch the episode here.

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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.

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