
Nucleus Investment Insights Podcast
1) Ep. 387: Ripple Effect of Chinese EV Overinvestment | Nucleus Investment Insights
Join us in this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen dug into the overinvestment in Electric Vehicles in China, and what it means for the rest of the investment ma...Show More
2) Ep. 386: Is Oracle About To Make It The Magnificent 8? | Nucleus Investment Insights
Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world's richest man ...Show More
3) Ep. 385: The Global Bond Rout | Nucleus Investment Insights
Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at deepening problems in long bond yields and what they mean for valuations in the stock market....Show More
4) Ep. 384: Real Economy VS Stock Market Economy | Nucleus Investment Insights
Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen looks at the difference between GDP and company profits, discussing when you can get divergences and how investors should...Show More
5) Ep. 383: Australian Productivity Problems With Jonathan Rochford | Nucleus Investment Insights
Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it's tumble down the producti...Show More
6) Ep. 382: Market Concentration Risks | Nucleus Investment Insights
Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, look at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of th...Show More
7) Ep. 381: Income Investors: Last Chance To Lock In Higher Interest Rates? | Nucleus Investment Insights
Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores where income investors should look as Australian interest rates appear set to fall.View the presentation sl...Show More
8) Ep. 380: China's Golden Depression Rolls On | Nucleus Investment Insights
China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.Join us this w...Show More
9) Ep. 379: Are Driverless Cars Finally Ready? | Nucleus Investment Insights
Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look at the big picture for d...Show More
10) Ep. 378: FY2025 In Review | Nucleus Investment Insights
Join us this week as Nucleus Wealth's Chief Investment Officer, Damien Klassen look through what worked in 2025, what didn't and where we are opening 2026.View the presentation slides...Show More