Nucleus Investment Insights
Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians.
- Indexed episodes, last 90 days
- 10
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- Sep 24, 2026
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- Jul 23, 2026
Latest episodes
Ep. 432: Where Are Australian House Prices Falling the Most? with Martin North (opens the original)
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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. Get an obligation-free
Ep. 431: How Bad Can the Middle East Oil Shock Get? (opens the original)
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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. Download presentation slides here Get an ob
Ep. 430: The Worst Drop Is Yet to Come for House Prices (Feat. Leith Van Onselen) (opens the original)
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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. Get an obligation-free
Ep. 429: Nvidia Says the AI Boom Isn’t Over Yet (opens the original)
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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 slid
Ep. 428: Is Bessent Losing Control of Bond Yields? (opens the original)
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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. Get an obligation-free
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