September 2024 Podcasts

Oil: How Worried Should The RBA Be?

The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China.

In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, run through these issues and look at the path for oil.

In particular, what will weak oil prices and the effect on inflation do to RBA forecasts?

Watch the episode here.

SMSF Spring Clean! 5 Mistakes SMSF Investors Make

In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen discusses SMSF investing and the most common mistakes investors make.

Watch the episode here.

The Flood Of Excess Capital

There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP.

While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, plus regional banking failures in the US or the quant quake before that.

But the amount of excess capital is enough to wash away any moments of indigestion.

In this podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen discussed the flood of excess capital and what stocks you may want to include on your investment ark.

Watch the episode here.

Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom

In this podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen discusses the biggest stock market trends: AI and weight loss drugs.

Are they overheated? What are the latest developments and should you still be invested in these companies?

Watch the episode here.