October 23 podcasts: rental crisis, oil fueling inflation, US tech, and AgrInvest

Rental Crisis: Effect On The Australian Economy

In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen and Head of Advice Samuel Kerr look at the extreme levels of housing and rental unaffordability and the impacts on the economy, people and the environment.

Watch the episode here.

Will Oil Fuel the Flames of Inflation?

There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series that they look at. But then, the path can head in two very different directions. Another round of oil-fueled inflation could mean that workers demand higher wages, and the cost-push inflation spiral will continue. Alternatively, paying more at the petrol pump might leave consumers with less to spend elsewhere… the higher oil price might be the last nail in the strong spending cycle we have seen since the pandemic.

In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Head of Advice Samuel Kerr examine the different paths and outcomes of this unfolding event.

Agenda:

• Oil and geopolitical issues
• Cost-push inflation
• Demand destruction

Watch the episode here.

US Tech: The Magnificent Seven

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks.

In this podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into each of the ‘magnificent seven’ stocks.

Watch the episode here.

AgrInvest: Sowing The Seeds For Future Profits

There has been a lot of inflation in food at the supermarket, but very little for the farmers. Most agricultural prices have actually been decreasing over the last 18 months. Is this greedflation at play?

In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into the Agribusiness sector and look at the investment opportunities and this story that affects everyone.

Agenda:

• Food inflation
• Investment landscape
• Margin growth
• Stocks
• Investment outlook

Watch the episode here.