Podcasts - MacroBusiness

MB Fund Podcast: Is The Credit Crunch Tsunami About To Strike?

Samuel Kerr — Thu, 13 Apr 2023 02:05:07 +0000

Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through, the signs are ominous. Bank lending and credit availability have pulled back sharply. In this week’s webinar, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial

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MB Fund Podcast: Disruption! Which Sectors Are Most At Risk From AI Advances

Samuel Kerr — Thu, 06 Apr 2023 02:05:09 +0000

Every day there are new applications for Artificial Intelligence (AI), and a Cambrian explosion of ideas are steaming through work places right now. In this week’s webinar, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr analyse the sectors that have the most to gain, and more importantly, the most to

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MB Fund Podcast: Why India Is Not The Next China

Samuel Kerr — Thu, 30 Mar 2023 01:05:39 +0000

This week we discuss a number of myths around the rise of India. Most importantly, there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow. We do not believe this is broadly the case (although there are some sectors where

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MB Fund Podcast: It’s Hard To Kill A Banking Crisis

Samuel Kerr — Thu, 23 Mar 2023 01:05:14 +0000

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. We are back with banks again this week. We won’t give too much away in this intro, partly because things are moving fast enough that it might

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MB Fund Podcast: A Sectoral Guide To Surviving The Business Cycle

Samuel Kerr — Thu, 16 Mar 2023 01:05:24 +0000

There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks – all have benefits at different points in the cycle. In this investment podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Senior Financial Adviser,

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Special SVB and US Banking System MB Fund Podcast Episode

Damien Klassen — Mon, 13 Mar 2023 21:30:05 +0000

As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something? In this special episode Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George, lift the lid on what’s happening in the US banking system

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MB Fund Podcast: Is A Banking Crisis Underway?

Samuel Kerr — Fri, 10 Mar 2023 01:05:07 +0000

Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper

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MB Fund Podcast: The Smashed Aussie Economy

Samuel Kerr — Thu, 02 Mar 2023 01:05:25 +0000

Given the inflation and GDP numbers yesterday, we thought it was worth an emergency look at the emerging crisis in the Australian economy. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr looked at this breaking update. Agenda: GDP fading fast Consumer income

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MB Fund Podcast: No European Energy Crisis, No Problem? Not So Fast, Says the Economy

Samuel Kerr — Thu, 23 Feb 2023 01:05:08 +0000

The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser,

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MB Fund Podcast: Lithium: Exploring Investment Opportunities In The Cambrian Explosion

Samuel Kerr — Thu, 16 Feb 2023 01:05:00 +0000

In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, with guest Kirk McDonald of New Energy Nexus, dove into the lithium value chain. Agenda: Discussion about the value chain, what does it look like, and what are some of the key numbers and opportunities What are the main

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Join me tonight on DFA for live Q&A

Unconventional Economist — Tue, 14 Feb 2023 04:00:45 +0000

Tonight, I will be appearing on DFA Live with Martin North where we will discuss the latest moves on interest rates, RBA controversy, household stress, New Zealand, alongside other topics. The show goes live at 8pm EDST.

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MB Fund Podcast: Soft landing or wipeout?

Samuel Kerr — Thu, 09 Feb 2023 01:00:42 +0000

There has been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in for some months now. But it seems even more extreme now. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rates markets are forecasting

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MB Fund Podcast: Sorting The Weird Renewable Energy Tech From The Wonderful

Samuel Kerr — Thu, 02 Feb 2023 01:05:15 +0000

Our guest for this episode is Rosie Barnes from the Youtube channel Engineering with Rosie. She is a wind engineer and creates podcasts explaining and analysing renewable energy technologies. Rosie looked at: The most interesting technologies right now and whether it looks like they’ll be able to continue getting incremental cost reductions The “home run”

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MB Fund Podcast: Early Reporting Season Indications and Valuation Roundup

Samuel Kerr — Fri, 27 Jan 2023 01:00:26 +0000

In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at the early results from reporting season and how expectations are changing. We also scoot around the world looking at sector and country valuations. Where looks cheap, and which countries have run too hard? Agenda: Global Earnings

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MB Fund Podcast: Fundamental Bears vs Technical Bulls

Samuel Kerr — Thu, 19 Jan 2023 01:05:03 +0000

There are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish? In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr weigh in on this. Agenda: Fundamental Bears vs Technical Bulls 3

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MB Fund Podcast: What’s in store for 2023 markets?

Samuel Kerr — Thu, 12 Jan 2023 01:05:57 +0000

The turn of the year is when strategists and forecasts from around the globe look to their crystal balls and prognosticate on the likely events for 2023. This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes. Agenda:

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MB Fund Podcast: Megatrends 2023

Samuel Kerr — Thu, 05 Jan 2023 01:00:08 +0000

In this investment webinar, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years. Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs View the presentation slides

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MB Fund Podcast: The World of Ethical Investing

Samuel Kerr — Thu, 29 Dec 2022 01:05:36 +0000

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss the many grey areas of ethical investing and how you can do it on your terms. Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls View

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MB Fund Podcast: The Property ReceMB Fund Podcast: The Property Recession of 2023 with Leith van Onselen ��– The Unconventinal Economistt

Unconventional Economist — Tue, 27 Dec 2022 01:51:21 +0000

Tonight, I will be appearing on DFA Live with Martin North where we will discuss the prospects for the Australian economy and housing market in 2023, alongside other topics. The show goes live at 8pm EDST.

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MB Fund Podcast: The Property ReceMB Fund Podcast: The Property Recession of 2023 with Leith van Onselen ��– The Unconventinal Economistt

Samuel Kerr — Thu, 22 Dec 2022 01:05:02 +0000

In this investment webinar, Nucleus Wealth’s Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discussed the odds-on recession for 2023. Agenda: Russia-Ukraine war & the energy shock Sharpest interest rate hikes in history House prices continuing to fall Fixed-rate mortgages reverting to high variable rates Household consumption falling Record immigration to subdue

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MB Fund Podcast: Property with Martin North: The Rate Cut That Nobody Noticed

Samuel Kerr — Thu, 15 Dec 2022 01:05:55 +0000

Join us in this investment podcast as Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr with guest, Martin North, Principal of Digital Finance Analytics, as they discuss property rate cut that nobody noticed. Agenda: Increasing or decreasing? Proportion of GDP – level more important or change? Mortgage stress Investment implications

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MB Fund Podcast: The 2023 Recession The World Has To Have

Samuel Kerr — Thu, 08 Dec 2022 01:05:29 +0000

In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Nucleus Wealth’s Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr discussed what Paul Keating called Australia’s 1990/1 recession, “the recession” we had to have. Today the Nucleus Wealth team ask if 2023 will be the recession the world has to have. Agenda:

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MB Fund Podcast: Crypto Contagion! Is FTX the Tip of the Iceberg?

Samuel Kerr — Thu, 01 Dec 2022 01:05:43 +0000

In this investment podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discussed the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a domino effect? There are two main issues: The size of the crypto market

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MB Fund Podcast: The Great Insolvency Façade with Caroline Di Russo

Samuel Kerr — Thu, 24 Nov 2022 01:05:04 +0000

In this investment podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and podcast guest, Caroline Di Russo, discussed the great insolvency façade and the luxury goods market. Caroline is a lawyer with 15 years of experience in commercial litigation and corporate insolvency, a regular contributor to Sky News and has

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MB Fund Podcast: Australian property markets cracking foundations

Samuel Kerr — Thu, 17 Nov 2022 01:05:29 +0000

In this week’s investment webinar, Nucleus Wealth is joined by Stephen Mitchell, CEO of Oak Capital, and Troy Stratton the CIO. We will be discussing the cracks that are starting to appear in the Australian property market. Oak Capital is an alternative non-bank lender and credit fund. With the Australian property market in major flux,

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MB Fund Podcast: Are We Close To The Market Bottom?

Samuel Kerr — Thu, 10 Nov 2022 01:00:51 +0000

On this week’s podcast, we are joined by Evan Lucas, The Chief Market Strategist at Invest Smart to talk about his new book Mind Over Money and to discuss the markets. Agenda: Evan’s book Mind Over Money & the psychology of investing Asset Allocation Stock Selection Australian vs international Inflation The US results View the

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MB Fund Podcast: The Great Copper Panic

Samuel Kerr — Thu, 03 Nov 2022 01:05:25 +0000

Will the switch to renewables be torpedoed by a lack of materials? Are we going to run out of copper? In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at some of the major commodity materials, which ones are genuinely in short supply and which ones

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MB Fund Podcast: Crash of The Century: The End of Chinese Property

Samuel Kerr — Thu, 27 Oct 2022 01:05:20 +0000

Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data continues to look dire in the latest release post Xi’s appointment. Messaging from the conference shows no signs of reversing on clamping down on too much property debt, which means there’s no respite in view

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MB Fund Podcast: The One Thing That Could Kill Inflation

Samuel Kerr — Thu, 20 Oct 2022 01:05:42 +0000

The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back to the

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MB Fund Podcast: The Great Energy Heist

Samuel Kerr — Thu, 13 Oct 2022 01:05:02 +0000

The Australian energy sector has pulled off another political coup. Not only has it dodged regulation, but it has also rolled the Albanese Government into allowing it to apply sky-high prices across the economy. A major revolt is building within the Government, unions, and energy users as the Resources Minister has disappeared, apparently kidnapped by

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