Podcasts

Gunnamatta.Molva · Deet T – Australian economy, market volatility, the AI wave, Crypto and investment flows Against the backdrop of recent market volatility Deep T talks about asset bubbles and investment as the AI wave enters the national consciousness.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why Australia’s stock market looks expensive compared to global peers—and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again.

In this week’s podcast, we are taking a look at the crushing weight of Australia’s housing market—why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters, and investors.

In this week’s podcast, we are unpacking today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how investors should think about growth versus price.

The explosion of artificial intelligence has triggered one of the largest capital expenditure booms in history.

In this week’s podcast, we are unpacking the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect.

In this week’s podcast, we are digging into the overinvestment in Electric Vehicles in China, and what it means for the rest of the investment market.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world’s richest man and profits are looking like 10xing.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at deepening problems in long bond yields and what they mean for valuations in the stock market.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it’s tumble down the productivity tables.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen explored where income investors should look as Australian interest rates appear set to fall.

China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story.

Tesla has finally, sort of, launched driverless cars.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn’t and where we are opening 2026.

In this MacroBusiness podcast, Gunnamatta, banking insider Deep T, and Leith van Onselen unpack the latest productivity summit, Australia’s broken economic model, Australia’s energy policy failures, and other issues.

The biggest narrative in world markets surrounds the US.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, discussed the Reserve Bank of Australia’s interest rate cut and explore its impact on residential housing and the broader economy.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and special guest economist Cameron Murray unpacked the downsides of superannuation as a pension supplement—and explore the broader social issues it creates.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacked a range of easy-to-implement strategies—including salary sacrifice, after-tax contributions, spouse splits, recontribution tactics, and smart timing before 30 June—to help listeners retain more of their earnings while boosting their retirement savings.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, examined the economic impacts of Dutton vs Albanese vs a hung parliament.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors we are looking for to show that the market may have bottomed.

In this week’s podcast, we left the topic open with the view that Trump would probably say or do something big.