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Nucleus Investment Insights

Nucleus Wealth
Inflation
China
Interest Rates
Australia
Housing Market
Nvidia
Data Centers
United States
Electric Vehicles
Donald Trump
Australian Economy
Superannuation
Reserve Bank Of Australia
US Economy
Stock Market
Gold
Valuation
Energy Costs
Housing Affordability
Retirement Planning

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 mind Nucleus 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 vide... more

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Artwork for Nucleus Investment Insights

Latest Episodes

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 wha... more

YouTube

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 wha... more

YouTube

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 pric... more

YouTube

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 ... more

YouTube

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Recent Guests

Tom Richardson
Senior economics reporter from The Nightly
The Nightly
Episode: Ep. 408: Inside the New AI-Driven Economy (Feat. Tom Richardson) | Nucleus Investment Insights

Host

Damien Klassen
Chief Investment Officer at Nucleus Wealth; frequent host across episodes focusing on macro investing, markets, and portfolio strategy.

Reviews

4.6 out of 5 stars from 97 ratings
  • Amateur hour from a bunch of bloggers

    Seriously wouldn’t let these guys near a cent of my money. You’d be better off putting your money in a one decision index fund. David is particularly pompous.

    The association with Macrobusiness blog is poison. The bloggers at Macrobusiness lack the thoughtfulness and epistemic humility that other more credible people in this space have in abundance. Their views on property have been particularly amusing over the last decade when comparing house prices to their sensational click bait headlines.... more

    Apple Podcasts
    1
    Tombot82
    Australia3 years ago
  • Essential service

    If you’re an Aussie and you only listen to one podcast on investment a week, make it this one! All the relevant big picture themes & trends, well considered, minimal jargon, clearly competent, ethical & down-to-earth hosts. Truly an essential service!

    Apple Podcasts
    5
    stahlwolle-mo
    Australia3 years ago
  • Macro Economic Forces Exposed

    I really appreciate the focus on the macro economic elements of how the markets move. As a technical analyst, I really appreciatethis balance to the way I see the world. It's a great show.

    Apple Podcasts
    5
    KeenTrader
    Australia4 years ago
  • The depth of knowledge of this team have really helped me focus on the macro economic elements of how the markets move. As a technical analyst, I really appreciate these insights. It's a great show.

    Podchaser
    5
    Louise Bedford
    4 years ago
  • 5.17

    Echoes

    Apple Podcasts
    1
    The value investor
    United Kingdom4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful macro insights with practical portfolio guidance.
Strong focus on Australian markets and energy dynamics; guests add valuable perspectives.
Occasional political bias noted by listeners, but overall credible and data-driven.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep. 403: Is the USD tide going out? Feat. David Llewellyn Smith | Nucleus Investment Insights
Q: How is the Aussie dollar likely to fare if there is another war outbreak in the Middle East?
If the conflict escalates and impacts oil production, the Australian dollar would weaken as higher oil prices generally do not benefit Australia.
Ep. 392: Is the Gold Boom Turning to Bust? | Nucleus Investment Insights
Q: How do you get exposure to gold, and is it better to invest in stocks or gold itself?
There are various ways to invest in gold, such as direct physical bullion, large cap miners, mid cap miners, and small cap producers, with differing levels of risk and return expectations.
Ep. 392: Is the Gold Boom Turning to Bust? | Nucleus Investment Insights
Q: Could the US government start treating gold differently or re-evaluating its gold standards?
Yes, political shifts could lead to changes regarding how gold is treated as an asset; it's a possibility worth considering.
Ep. 392: Is the Gold Boom Turning to Bust? | Nucleus Investment Insights
Q: Was there much money printing during the years when gold didn't move much in the 80s and 90s?
No significant money printing, but central banks sold back their holdings, which negatively affected gold's price stability.
Ep. 377: Economic Tipping Points | Nucleus Investment Insights
Q: Do you think the Australian economy can bounce back quickly if things go wrong?
It really depends how much China is affected and how much China is going to throw at it.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Nucleus Investment Insights

What is Nucleus Investment Insights about and what kind of topics does it cover?

Listeners tune into a macro-driven investment program focused on Australian markets, global energy and commodity dynamics, and the evolving impact of AI on portfolios. Episodes routinely blend big-picture economics with practical investment positioning, including risk management, asset allocation, and sector insights (notably energy, housing, and tech software). A distinctive angle is the frequent pairing of market fundamentals with geopolitical and policy considerations, offering scenario analysis and concrete takeaways for portfolio tilts. The show frequently features in-depth conversations with industry leaders, plus clear, data-informed commentary that appeals to financial professionals and serious individual investors looking to unders... more

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Which podcasts are similar to Nucleus Investment Insights?

These podcasts share a similar audience with Nucleus Investment Insights:

1. The Rules of Investing
2. Chanticleer
3. Your Wealth
4. The Money Café with Alan Kohler
5. The Fin

How many episodes of Nucleus Investment Insights are there?

Nucleus Investment Insights launched 8 years ago and published 458 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Nucleus Investment Insights?

Recent guests on Nucleus Investment Insights include:

1. Tom Richardson

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