July 2024 Podcasts: Is AI a bust after all?

Is AI A Bust After All?

There was a big drop in tech stocks coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing – is this an opportunity to reload on technology stocks, or is it a pin in the bubble?

In this podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, discussed this issue.

Agenda:

• Fundamentals
• Valuation
• Macroeconomic
• Investment Outlook

Watch the episode here.

Another Look At A Trump Presidency

After surviving an assassination attempt, Trump is leading most polls for the next president.

In this podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets.

Agenda:

• Betting odds
• Legal cases
• Election issues
• Age concerns
• How can Biden/Trump be replaced
• Investment impact: macro
• Investment impact: sectors

Watch the episode here.

Valuation Round-Up

In this podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen scoots around the world at sector and country valuations. Where looks cheap, and which countries have run too hard?

Agenda:

• Global Earnings overview
• Australia vs World
• Sectors
• Stocks
• Implications for markets

Watch the episode here.