December 2023 podcasts: Will 2024 crash Australia’s housing market?

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.
Damien Klassen

Nucleus Wealth

Will 2024 Crash Australia's Housing Market?

In this podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, do a deep dive into the Australian property market.

Will interest rates fall, and prices will continue to rise? Is the huge immigration policy going to push prices higher, or will prices stagnate under the weight of higher interest rates?

This lively discussion finds out the factors at play and the likely outcome.

Watch the episode here.

Megatrends 2024

In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, discuss where we are up to with the 7 key long-term Investment trends that we have been covering for many years.

Agenda:

  • Inequality
  • Demographics
  • Female participation
  • Rising debt
  • Falling taxes
  • Rising trade
  • Energy costs

Watch the episode here.

Alboflation: Energy Edition

Australian energy prices present a paradox.

Australia is one of the largest coal and liquefied natural gas exporters on the planet. However, Australia also has some of the best solar resources in the world.

So why are energy prices high here while tumbling elsewhere?

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr, delve into this topic.

Agenda:

  • Oil and geopolitical issues
  • Price crashes
  • Cost push inflation reverses
  • Supply destruction

Watch the episode here.

Revolutionary Investment Opportunities

This podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr, explores 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.

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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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