December 2024 Podcasts

Productivity: US Boom vs Australian Bust

A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia.

In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Chief Economist Leith Van Onselen discuss the four key reasons for the productivity bust in Australia.

Watch the episode here.

2025 Blow-up?

In this Special Christmas edition of the podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents.

Watch the episode here.

US Inflation Deep Dive: What Does It Say About Markets

For the past few years and the next few, US inflation remains the most important statistic for investors to watch.

In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen do a deep dive into what it is saying, why it is so important and the effects of different paths.

Agenda:

• US inflation lifting?
• Deep dive
• Trump inflation surge, does it meet ongoing inflation or does it meet deflationary pulse

Watch the episode here.

Stock Market Showdown: Earnings Momentum vs Valuation

In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen discusses earnings revisions and fundamentals which generally look positive and contrasts this with valuations using a range of different metrics.

Watch the episode here.