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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 infrastructure providers. We unpack what its troubles reveal about the economics of the AI build-out, whether the billions being poured into data centres can deliver the returns investors expect, and if cracks in CoreWeave could signal a broader turning point for the AI trade.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
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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. We unpack why traditional age-based dependency ratios no longer reflect how people live and work today, and what the data reveals about later retirement, changing workforce participation, and the real economic implications of an ageing population.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 own goals and preferences. We unpack what makes direct indexing different from traditional funds and how greater control can translate into a more personalised investment strategy.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 biggest price falls, what these areas have in common, and why some parts of the housing market are proving far more vulnerable than others.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 happens if the conflict continues to spread across critical energy infrastructure, and what a sustained oil shock could mean for inflation, markets, and investors.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 double-digit correction, we unpack what’s driving the decline, how higher interest rates are changing the outlook, and why the worst drop may still be yet to come.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 what’s driving the relentless AI spending, whether the pace of growth can continue, and what Nvidia’s results mean for investors wondering how much longer the boom can last.
Download presentation slides here.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 Treasury supply, and whether Bessent’s attempts to push yields lower can work without addressing the deeper problems underneath.
Download presentation slides here.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 SpaceX is quietly positioning itself to compete with the world’s biggest technology companies, and what investors are actually buying into when they invest in the company’s extraordinary ambitions.
Download presentation slides here.
Get an obligation-free portfolio recommendation to see how we would invest for you
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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 which markets and sectors could be hit hardest, where opportunities may emerge, and how investors should prepare for the weather shock ahead. Download presentation slides here.
Get an obligation-free portfolio recommendation to see how we would invest for you
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
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