PODCAST · business
Nucleus Investment Insights
by Nucleus Wealth
Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mindNucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio. In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports. For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: https://nucleuswealth.com/podcasts/
Episodes
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Ep. 435: CoreWeave: The Beginning of the End for AI boom?
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether CoreWeave could be the canary in the coal mine for the AI boom — as mounting debt, soaring borrowing costs, and questions over future returns put pressure on one of the industry’s key…
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Ep. 434: Dispelling the Myth of an Ageing Population with Cameron Murray
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Cameron Murray of Fresh Economic Thinking to challenge one of the biggest assumptions about Australia’s ageing population — that more retirees inevitably mean fewer workers supporting more dependants.…
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Ep. 433: Direct Indexing: Your Portfolio, Your Rules
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how direct indexing can give investors more control over their portfolios — allowing you to choose the companies you own, manage your exposure to different themes, and tailor your investments around your…
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Ep. 432: Where Are Australian House Prices Falling the Most? with Martin North
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Martin North of Walk the World and DFA Live to uncover where Australia’s housing downturn is hitting hardest. We look beyond the national numbers to identify the suburbs and postcodes seeing the…
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Ep. 431: How Bad Can the Middle East Oil Shock Get?
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines just how bad the Middle East oil shock could get — as disruptions spread beyond the Strait of Hormuz and oil prices climb above $100 a barrel. We explore how much global supply is really at risk, what...
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Ep. 430: The Worst Drop Is Yet to Come for House Prices (Feat. Leith Van Onselen)
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith van Onselen of MacroBusiness to examine why Australia’s housing downturn could have much further to run. With prices now falling across much of the country and forecasts pointing to a potential...
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Ep. 429: Nvidia Says the AI Boom Isn’t Over Yet
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines what Nvidia’s latest earnings tell us about the AI boom — with record revenue, strong data centre demand, and another major upgrade to its outlook suggesting there’s still plenty of runway ahead. We unpack...
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Ep. 428: Is Bessent Losing Control of Bond Yields?
In this week’s podcast, we ask whether Scott Bessent is losing control of the U.S. bond market — as long-term Treasury yields surge despite government intervention. We unpack what’s driving the bond selloff, from soaring deficits and a $40 trillion national debt to inflation risks and growing...
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Ep. 427: Elon’s SpaceX Data Center Bet Is Bigger Than Rockets
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores what SpaceX is really becoming — from Grok and massive AI data centres to AI satellites and ambitious plans for space-based computing. With Musk targeting 10 gigawatts of AI compute by 2027, we ask whether...
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Ep. 426: The Investor's Guide to 2026's Super El Niño
In this week’s podcast, we're examining the investment fallout from a potentially historic El Niño — from droughts, floods and crop disruptions to rising food prices and renewed inflationary pressure. With El Niño strengthening and forecasts pointing to a potentially severe event, we explore…
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Ep. 425: Is the world building too many data centres?
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, revisits the data centre investment boom — exploring whether the world is on track to build more capacity than it needs, how modular data centres are changing the economics of expansion, and whether the enormous...
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Ep. 424: The Tax Drag on Your Returns
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why falling Australian property prices still aren't translating into better housing affordability. We unpack the forces keeping home ownership out of reach for many Australians, why lower prices alone…
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Ep. 423: Property Prices Are Falling. Affordability Isn't Improving.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why falling Australian property prices still aren't translating into better housing affordability. We unpack the forces keeping home ownership out of reach for many Australians, why lower prices alone…
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Ep. 422: Why Inflation Isn't Finished Yet (Feat. Leith van Onselen)
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith van Onselen of MacroBusiness to examine why Australia’s inflation problem may be far from over — looking beyond the headline numbers to uncover the pressures still building beneath the surface.…
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Ep. 421: Investing in the Next Wave of Automation
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores the next wave of automation — examining the companies at the forefront of robotics, why China is rapidly scaling physical robots while the U.S. focuses on AI, and whether robotics could become one of the...
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Ep. 420: Earnings Season Mid-Year Market Check | Nucleus Investment Insights
In this week’s podcast, we're diving into the latest company earnings season — separating the winners from the losers, identifying the key themes emerging across sectors, and examining what the results reveal about the health of the economy, corporate profitability, and the outlook for investors....
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Ep. 419: Can SpaceX Defy Gravity and Valuation? (Featuring Dr. Andrew Barton) | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Dr. Andrew Barton to examine whether SpaceX can continue to defy both gravity and valuation. We unpack the implications of the recent SpaceX IPO, what investors are really paying for in the world’s…
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Ep. 418: EOFY 2026 Tax Strategy Guide (Featuring Samuel Kerr) | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Samuel Kerr to walk through your EOFY 2026 Tax Strategy Guide. We break down the key deadlines, smart deductions, contribution tactics, and portfolio adjustments that can help investors optimise their...
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Ep. 417: When do the pumps run dry? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a hard look at Australia’s shrinking fuel buffers — asking when do the pumps run dry? We break down the state of Australia’s oil reserves, the vulnerabilities in its supply chain, and what declining energy...
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Ep. 416: The Federal Budget Shockwaves Investors Need to Prepare For (Featuring Leith van Onselen) | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith van Onselen from MacroBusiness to unpack the shockwaves from the 2026–27 Australian Federal Budget. We break down the policies most likely to move markets, the sectors set to benefit or feel the...
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Ep. 415: Which supply chains are close to breaking? | Nucleus Investment Insights
In this week’s podcast, we're unpacking what some are calling “Trump’s carbon tax” — exploring how Donald Trump’s escalation with Iran is driving oil prices higher, why those energy shocks act like an implicit tax on consumers and businesses, and what this tightening energy backdrop means for...
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Ep. 414: Trump's Carbon Tax | Nucleus Investment Insights
In this week’s podcast, we're unpacking what some are calling “Trump’s carbon tax” — exploring how Donald Trump’s escalation with Iran is driving oil prices higher, why those energy shocks act like an implicit tax on consumers and businesses, and what this tightening energy backdrop means for...
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Ep. 413: Is the war really over? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at what a U.S.–Iran ceasefire really means for markets — even if tensions remain unresolved. We explore how a fragile pause in the conflict could affect oil prices, inflation expectations, safe-haven flows…
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Ep. 412: Inflation-proofing Your Portfolio Before It Hits | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at why inflation is becoming an increasingly inevitable part of the outlook — breaking down how rising prices can erode portfolios, where the pressure is likely to hit first, and the practical steps investors...
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Ep. 411: Trump: An unexpected green energy hero| Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the fallout from the conflict with Iran has unexpectedly turned Trump into a catalyst for green energy — examining how his policies, escalation decisions, and market disruptions are fuelling conditions...
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Ep. 410: Can Trump escape the middle east? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether Donald Trump can “escape” the Middle East — unpacking the economic fallout from the Iran conflict, from surging oil prices and disrupted supply chains to rising geopolitical risk, and asking…
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Ep. 409: Do they eat TACOs in Iran? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at the so-called TACO trade — and whether the conflict in Iran could set the stage for a surprise turnaround. We explore what’s driving recent market moves, how geopolitics is reshaping…
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Ep. 408: Inside the New AI-Driven Economy (Feat. Tom Richardson) | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Tom Richardson from The Nightly to unpack the forces shaping the new AI-driven economy — exploring how automation, productivity gains, and capital flows are reshaping industries, and what this...
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Ep. 407: HALO companies who are "immune" to AI | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the rise of HALO companies — the resilient, pricing-power businesses proving largely “immune” to AI disruption — exploring why they continue to outperform, what protects their economics from…
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Ep. 406: Housing affordability gets even tougher | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at Australia’s worsening housing affordability — unpacking why conditions have tightened even further, what’s driving the latest squeeze on buyers and renters, and what it all means for…
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Ep. 405: AI is devouring the software sector | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks how AI is rapidly devouring the software sector — examining why AI leaders are absorbing ever-larger slices of market cap, what’s driving the widening performance gap, and what this power shift means for...
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Ep. 404: Is there another wave for Silver to surf? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s CIO, Damien Klassen, breaks down silver’s dramatic surge and sudden slide — exploring what drove the volatility, whether another wave of momentum is building, and what the risk-reward now looks like. Download Presentation Slides Get an...
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Ep. 403: Is the USD tide going out? Feat. David Llewellyn Smith | Nucleus Investment Insights
This week, Nucleus Wealth’s CIO, Damien Klassen, is joined by David Llewelyn-Smith to examine the latest slide in the USD—whether this is just a short-term pullback or an early sign the broader USD tide is turning. Download Presentation Slides Get an obligation-free...
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Ep. 402: How much do Japanese bond yields matter? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the global market selloff triggered by a sharp jump in Japanese bond yields, and what it all means for investors navigating rising-rate risks. Download Presentation Slides Get an obligation-free...
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Ep. 401: Trump's Attacks on the Fed Affect Inflation and Long Term Bonds | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines how Donald Trump’s renewed pressure on the Federal Reserve could affect inflation, rate credibility, and long-term bonds. Download Presentation Slides Get an obligation-free...
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Special Collab with DFA Live: Investing In An Age Of Rising Imperialism | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North from DFA Live to break down fast-moving geopolitical shifts in Venezuela, Ukraine, and Taiwan — and explore what this challenge to the rules-based order could mean for investment strategy. Get…
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Ep. 400: How high will AI drive power prices? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the rapid rollout of AI could drive power prices higher — why the sheer volume of energy isn’t the issue, but the speed of demand growth is. Download Presentation Slides Get an obligation-free...
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Special Collab with DFA Live: Megatrends 2026 | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North from DFA to unpack 8 megatrends set to shape markets and investment returns in the years ahead, and why their combined impact could be powerful, and often pulling in different directions....
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Ep. 399: The Great Valuation Debate | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs into the great valuation debate — exploring how stretched markets truly are, what’s driving the disconnect between price and fundamentals, and where investors should be most cautious as the cycle matures....
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Ep. 398: Crypto crash, tokenisation boom? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the latest crypto price crash — assessing where digital assets now fit within an investment portfolio, what’s really driving the volatility, and whether Larry Fink’s push for a tokenisation boom offers any...
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Ep. 397: The Pacific Inflation Divide: The Race to Cut vs. The Fight to Hold | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations…
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Ep. 396: Could NVIDIA’s report shake confidence in the AI boom? | Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations…
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Ep. 395: The Future of Fossil Fuels | Nucleus Investment Insights
Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the latest forecasts for fossil fuel use from the International Energy Agency — why oil demand is set to keep growing under current policies, what that means for coal, oil, and gas investments, and how...
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Ep. 394: Vaccinate or Evacuate? | Nucleus Investment Insights
Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the political storm hitting the healthcare sector — how comments and policy risks from Trump and RFK Jr. are weighing on valuations, whether today’s beaten-down prices could present a long-term buying...
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Ep. 393: Margins Hold, Risks Rise: Can Earnings Last? | Nucleus Investment Insights
Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores why corporate earnings have remained surprisingly resilient — from pricing power and higher-margin business models to cost discipline and selective AI-driven productivity — and tests how long those...
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Ep. 392: Is the Gold Boom Turning to Bust? | Nucleus Investment Insights
Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip. Download the…
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Ep. 391: ASX: High Prices, Low AI Exposure | Nucleus Investment Insights
Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked examines why Australia’s stock market looks expensive compared to global peers — and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again. Download...
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Ep. 390: Housing Affordability Gets Flattened Under Rising Prices | Nucleus Investment Insights
Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked takes a look at the crushing weight of Australia’s housing market — why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters…
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Ep. 389: Stock Market Looks Expensive? Blame the Giants | Nucleus Investment Insights
Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how...
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Ep. 388: The Economics of Data Centres | Nucleus Investment Insights
Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect. View the presentation slides Get an obligation-free...
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ABOUT THIS SHOW
Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mindNucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio. In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports. For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.Visit: https://nucleuswealth.com/podcasts/
HOSTED BY
Nucleus Wealth
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Frequently Asked Questions
How many episodes does Nucleus Investment Insights have?
Nucleus Investment Insights currently has 477 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Nucleus Investment Insights about?
Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mindNucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends,...
How often does Nucleus Investment Insights release new episodes?
Nucleus Investment Insights publishes regularly with 477 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Nucleus Investment Insights?
You can listen to Nucleus Investment Insights on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Nucleus Investment Insights?
Nucleus Investment Insights is created and hosted by Nucleus Wealth.
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