August 2024 Podcasts
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Will Australia Raise Interest Rates While The Rest Of The World Cuts?
In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, dive into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates.
Watch the episode here.
NVIDIA Result – Bellwether For The AI Boom?
NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts.
As the bellwether stock for the AI sector, it will be difficult to have an AI boom if NVIDIA is not taking part.
In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen digs into the result and look at what is being extrapolated.
Watch the episode here.
Market Volatility. Is it Over?
After a bout of volatility, stock markets have settled. In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, take a quick look at whether the issues are over or there is more to come.
Watch the episode here.
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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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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.
5 topics
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.
Expertise
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.
Expertise
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