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All Episodes

Nucleus Investment Insights — 477 episodes · page 1 of 5

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Ep. 434: Dispelling the Myth of an Ageing Population with Cameron Murray

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Ep. 433: Direct Indexing: Your Portfolio, Your Rules

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Ep. 432: Where Are Australian House Prices Falling the Most? with Martin North

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Ep. 431: How Bad Can the Middle East Oil Shock Get?

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Ep. 430: The Worst Drop Is Yet to Come for House Prices (Feat. Leith Van Onselen)

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Ep. 429: Nvidia Says the AI Boom Isn’t Over Yet

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Ep. 428: Is Bessent Losing Control of Bond Yields?

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Ep. 427: Elon’s SpaceX Data Center Bet Is Bigger Than Rockets

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Ep. 426: The Investor's Guide to 2026's Super El Niño

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Ep. 425: Is the world building too many data centres?

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Ep. 424: The Tax Drag on Your Returns

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Ep. 423: Property Prices Are Falling. Affordability Isn't Improving.

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Ep. 422: Why Inflation Isn't Finished Yet (Feat. Leith van Onselen)

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Ep. 421: Investing in the Next Wave of Automation

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Ep. 420: Earnings Season Mid-Year Market Check | Nucleus Investment Insights

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Ep. 419: Can SpaceX Defy Gravity and Valuation? (Featuring Dr. Andrew Barton) | Nucleus Investment Insights

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Ep. 418: EOFY 2026 Tax Strategy Guide (Featuring Samuel Kerr) | Nucleus Investment Insights

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Ep. 417: When do the pumps run dry? | Nucleus Investment Insights

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Ep. 416: The Federal Budget Shockwaves Investors Need to Prepare For (Featuring Leith van Onselen) | Nucleus Investment Insights

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Ep. 415: Which supply chains are close to breaking? | Nucleus Investment Insights

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Ep. 414: Trump's Carbon Tax | Nucleus Investment Insights

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Ep. 413: Is the war really over? | Nucleus Investment Insights

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Ep. 412: Inflation-proofing Your Portfolio Before It Hits | Nucleus Investment Insights

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Ep. 411: Trump: An unexpected green energy hero| Nucleus Investment Insights

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Ep. 410: Can Trump escape the middle east? | Nucleus Investment Insights

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Ep. 409: Do they eat TACOs in Iran? | Nucleus Investment Insights

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Ep. 408: Inside the New AI-Driven Economy (Feat. Tom Richardson) | Nucleus Investment Insights

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Ep. 407: HALO companies who are "immune" to AI | Nucleus Investment Insights

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Ep. 406: Housing affordability gets even tougher | Nucleus Investment Insights

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Ep. 405: AI is devouring the software sector | Nucleus Investment Insights

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Ep. 404: Is there another wave for Silver to surf? | Nucleus Investment Insights

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Ep. 403: Is the USD tide going out? Feat. David Llewellyn Smith | Nucleus Investment Insights

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Ep. 402: How much do Japanese bond yields matter? | Nucleus Investment Insights

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Ep. 401: Trump's Attacks on the Fed Affect Inflation and Long Term Bonds | Nucleus Investment Insights

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Special Collab with DFA Live: Investing In An Age Of Rising Imperialism | Nucleus Investment Insights

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Ep. 400: How high will AI drive power prices? | Nucleus Investment Insights

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Special Collab with DFA Live: Megatrends 2026 | Nucleus Investment Insights

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Ep. 399: The Great Valuation Debate | Nucleus Investment Insights

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Ep. 398: Crypto crash, tokenisation boom? | Nucleus Investment Insights

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Ep. 397: The Pacific Inflation Divide: The Race to Cut vs. The Fight to Hold | Nucleus Investment Insights

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Ep. 396: Could NVIDIA’s report shake confidence in the AI boom? | Nucleus Investment Insights

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Ep. 395: The Future of Fossil Fuels | Nucleus Investment Insights

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Ep. 394: Vaccinate or Evacuate? | Nucleus Investment Insights

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Ep. 393: Margins Hold, Risks Rise: Can Earnings Last? | Nucleus Investment Insights

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Ep. 392: Is the Gold Boom Turning to Bust? | Nucleus Investment Insights

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Ep. 391: ASX: High Prices, Low AI Exposure | Nucleus Investment Insights

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Ep. 390: Housing Affordability Gets Flattened Under Rising Prices | Nucleus Investment Insights

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Ep. 389: Stock Market Looks Expensive? Blame the Giants | Nucleus Investment Insights

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Ep. 388: The Economics of Data Centres | Nucleus Investment Insights

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Ep. 387: Ripple Effect of Chinese EV Overinvestment | Nucleus Investment Insights

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Ep. 386: Is Oracle About To Make It The Magnificent 8? | Nucleus Investment Insights

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Ep. 385: The Global Bond Rout | Nucleus Investment Insights

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Ep. 384: Real Economy VS Stock Market Economy | Nucleus Investment Insights

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Ep. 383: Australian Productivity Problems With Jonathan Rochford | Nucleus Investment Insights

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Ep. 382: Market Concentration Risks | Nucleus Investment Insights

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Ep. 381: Income Investors: Last Chance To Lock In Higher Interest Rates? | Nucleus Investment Insights

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Ep. 380: China's Golden Depression Rolls On | Nucleus Investment Insights

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Ep. 379: Are Driverless Cars Finally Ready? | Nucleus Investment Insights

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Ep. 378: FY2025 In Review | Nucleus Investment Insights

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Ep. 377: Economic Tipping Points | Nucleus Investment Insights

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Ep. 376: Will Interest Rate Cuts Re-ignite The Housing Market? | Nucleus Investment Insights

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Ep. 375: The Dark Side of Superannuation with Cameron Murray | Nucleus Investment Insights

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Ep. 374: Superannuation Secrets: Legally Shrinking Your Tax | Nucleus Investment Insights

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Ep. 373: Election-Proofing Your Investment Portfolio | Nucleus Investment Insights

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Ep. 372: Anatomy Of A Market Bottom | Nucleus Investment Insights

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Ep. 371: Has The Dust Settled Yet? | Nucleus Investment Insights

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Ep. 370: Liberation Day Fallout | Nucleus Investment Insights

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Ep. 369: The Effects On Earnings Of Trump's Policy Chaos | Nucleus Investment Insights

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Ep. 368: Mistakes Investors Make During Downturns | Nucleus Investment Insights

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Ep. 367: More Market Turmoil | Nucleus Investment Insights

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Ep. 366: We Have Been Selling Stocks | Nucleus Investment Insights

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Ep. 365: Housing Affordability Update | Nucleus Investment Insights

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Ep. 364: Greedflation: Will Tariffs Give Companies An Excuse? | Nucleus Investment Insights

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Ep. 363: Tariff Diplomacy: Can America Go It Alone? | Nucleus Investment Insights

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Ep. 362: NVIDIA's Trillion-Dollar DeepSeek Tumble | Nucleus Investment Insights

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Ep. 361: Australian Dollar: 5 Drivers | Nucleus Investment Insights

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Ep. 360: Bond Yield Blowout | Nucleus Investment Insights

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Ep. 359: 2025 Predictions | Nucleus Investment Insights

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Ep. 358: What Worked In 2024 | Nucleus Investment Insights

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Ep. 357: 2025 Blow-up? | Nucleus Investment Insights

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Ep. 356: Productivity: US Boom vs Australian Bust | Nucleus Investment Insights

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Ep. 355: US Inflation Deep Dive: What Does It Say About Markets | Nucleus Investment Insights

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Ep. 354: Stock Market Showdown: Earnings Momentum vs Valuation | Nucleus Investment Insights

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Ep. 353: What Will Tax Cuts Do To Valuations? | Nucleus Investment Insights

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Ep. 352: What Does Trump Mean For Australia? | Nucleus Investment Insights

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Ep. 351: What Now? | Nucleus Investment Insights

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Ep. 350: Hybrids: Exiled Due To Bad Maths | Nucleus Investment Insights

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Ep. 349: The Trump Trade | Nucleus Investment Insights

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Ep. 348: Should You Be Worried About Debt Crisis? | Nucleus Investment Insights

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Ep. 347: China: Is This Stimulus Real? | Nucleus Investment Insights

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Ep. 346: SMSF Spring Clean! 5 Mistakes SMSF Investors Make | Nucleus Investment Insights

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Ep. 345: Are these Stock Market Trends Overheating? AI & Weight Loss Drug Boom | Nucleus Investment Insights

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Ep. 344: Oil: How Worried Should The RBA Be? | Nucleus Investment Insights

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Ep. 343: The Flood Of Excess Capital | Nucleus Investment Insights

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Ep. 342: NVIDIA Result - Bellwether For The AI Boom? | Nucleus Investment Insights

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Ep. 341: Market Volatility. Is it Over? | Nucleus Investment Insights

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Ep. 340: Will Australia Raise Interest Rates While The Rest Of The World Cuts? | Nucleus Investment Insights

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Ep. 339: Is AI A Bust After All? | Nucleus Investment Insights

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Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights

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Ep. 337: Valuation Round-Up | Nucleus Investment Insights