May 2024 Podcasts

Will The RBA Panic and Hike Interest Rates?

In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss the following:

• Why is Aussie inflation sticky?
• Will the RBA pivot back to hikes?
• Investment implications

Watch the episode here.

The Inflation Rollercoaster: Is There Another Drop?

US inflation will come, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to lower inflation.

In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, discuss these important topics.

Watch the episode here.

Metals Mania

In this podcast, we look at the boom in metals prices, which seems to be driven by a story rather than fundamentals.

We have lots of questions about the sustainability of the current metals rally.

But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation?

Watch the episode here.

Powering Progress: Navigating the Semiconductor Sector's Transformation

In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector.

Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar energy, and the critical issue of power usage in the industry.

Plus, how much of your portfolio should be in this sector?

Watch the episode here.

Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts

In this podcast, we jump on to some practical finance questions for Australians.

Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself.

Then, one for the parents or grandparents: How do you set up share accounts for kids, what are the pitfalls, and what should you look out for?

Watch the episode here.