This audio was recorded at the 2018 Nucleus Wealth / Macrobusiness Seminar held on Thursday 13th September in Melbourne.
The information on this seminar 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.
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Question guide (with time elapsed) :
0:38 Q0 - Does Chinese Stimulus come in cycles?
4:16 Q1 - Some questions around investing with Nucleus Wealth
6:42 Q2 - The US hitting the fiscal cliff impact on share market
9:24 Q3 - Will Labor back on negative gearing if successful next election?
13:19 Q4 - What weightings are typical and how does this compare to other international managers?
14:34 Q5 - How much can we trust Chinese economic numbers?
18:17 Q6 - What is the risk of a bank bail in / Is a US boom similarly as good as China for Australians?
21:28 Q7 - Why is the Aussie stock market no where near the GFC high?
27:51 Q8 - Will Labor back on negative gearing if successful next election 2?
29:44 Q9 - Is Australia still worth investing in?
32:30 Q10 - Will the share market (and NW portfolios) fall faster than Aussie housing?
36:54 Q11 - Physical Gold - when should it be considered?
39:43 Q12 - How does Australian's record housing debt impact the broader Australian economy?
42:37 Q13 - Why is Australian retail growth still so strong, particularly in the cities?
46:36 Q14 - Will removal of negative gearing mean a surge in Primary Places of Residence?
50:13 Q15 - What are your thoughts on a potential inversion of the US yield curve?