July 2024 Podcasts: Is AI a bust after all?
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
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.
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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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