October 2024 Podcasts
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Should You Be Worried About Debt Crisis?
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.
What is the likelihood of a debt crisis in the near future? What are the signs to look for? In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen discusses these questions.
Watch the episode here.
Hybrids: Exiled Due To Bad Maths
ASIC recently decided to wind down bank hybrids over a number of years.
In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen looks at why and what the options are for Australian investors in the income space.
Watch the episode here.
The Trump Trade
In this podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the Trump trade - what are markets doing as betting odds improve.
Agenda
- Markets pricing
- Betting markets
- Analysts
- Reporting season
- Valuations
Watch the episode here.
China: Is This Stimulus Real?
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.
Is this China's "whatever it takes" moment? Or just another in a long list of announcements with little follow-through? In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discuss these questions.
Agenda: Chinese stimulus “blitz, bazooka” and bull
- Recent stimmies more monetary than fiscal
- More to come but is it enough?
- Market impacts
- Economic impacts
- Asset implications
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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