January Podcasts: The state of the stock market

State Of The Stock Market

Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations, earnings growth and to see where the investment opportunities lie.

In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen dive into this topic.

Agenda:

• Valuations
• Earnings growth
• What worked in 2023
• Forward economic indicators
• Investment outlook

Watch the episode here.

Explosive Growth In The Uranium Price: Is Nuclear Back?

With the uranium price topping $100 for the first time in almost 20 years, we look at the investment options in the sector. How does nuclear power stack up? What are the issues for uranium mining, and what are your investment options?

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, dive into this topic.

Watch the episode here.

Turbulent Tides: Shipping & Inflation Risks From Drought And War

In this podcast, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs. Are we heading for another supply chain crisis?

This investment podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic.

Watch the episode here.

China: In The Bear's Embrace

While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal. Brokers have been calling the bottom for years now, and one day, they will be right. The question we look at is whether the bottom is close, or if there is more economic paid to come.

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith give insight on this topic.

Agenda:

• 5Ds of China’s structural growth adjustment
• The property crash
• Policy and the impossible trinity
• Markets fallout
• What next?

Watch the episode here.