January 2025 Podcasts
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
NVIDIA's Trillion-Dollar DeepSeek Tumble
NVIDIA took a tumble this week as DeepSeek fears overran the market.
In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, looks at DeepSeek, the messages and the investment outcomes from its emergence as an option in the AI market.
Watch the episode here.
Bond Yield Blowout
2025 has seen a huge rise in long-term bond yields, causing ructions in the stock market.
In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looks at the causes, the implications and what it means for your portfolio.
Watch the episode here.
The One Thing That Could Kill Inflation
In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at a range of different predictions for 2025 and assesses their likelihood and effect.
Watch the episode here.
Australian Dollar: 5 Drivers
The Australian dollar has been in freefall for a number of months but has rallied in recent days.
In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the five main drivers for the Australian dollar and discuss whether there is more downside to come, and how long consolidation might last.
Agenda: Where next for the Australian dollar?
5 drivers:
- Terms of trade
- Interest rate spreads
- Global versus local growth
- Positioning and sentiment
- US dollar
Watch the episode here.
What Worked In 2024
In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, look through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025.
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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