March podcasts: sell Australia, buy the world
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Sell Australia, Buy The World
With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure.
In this podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle.
Watch the episode here.
Australia Is An A Per-Capital Recession. Does It Matter?
In this podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen welcomes economist Leith Van Onselen, for a detailed dig into Australian GDP, what it is saying about economic conditions and what to expect for 2024.
Watch the episode here.
REPLAY Megatrends 2024
A special replay of one of our favourite episodes. Supercharge your investment knowledge! Dive into 'Megatrends 2024' where the Nucleus Wealth Team look at the pulse-pounding world of 7 pivotal long-term investment trends!
Agenda:
- Inequality
- Demographics
- Female participation
- Rising debt
- Falling taxes
- Rising trade
- Energy costs
Watch the episode here.
Boom Or Bust: Copper And Lithium In The Green Tech Era
Both copper and lithium prices have seen some wild rides in recent months (and years).
There is a genuine growth case for both metals from green energy, but that doesn't mean buy at any price.
In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen looks at these metals, the hype, the fundamentals, and how to think about commodity investing to avoid being caught buying at the wrong part of the cycle.
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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