Nucleus Wealth

03/09/2026

Today at 12:30: Nvidia shows that the AI Boom is still going strong after all

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.

Join us LIVE here: https://ap1.hubs.ly/H01lny00

27/08/2026

🖥️Live Now: Is Bessent Losing Control of Bond Yields?

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.

Join us LIVE here: https://ap1.hubs.ly/H01k8630

17/08/2026

What does a super El Niño have to do with your investment portfolio?

The biggest concern isn't necessarily the droughts, floods or storms themselves, but what they could do to food prices, energy costs and inflation. If another shock arrives while inflation is already elevated, interest rates could stay higher for longer.

Read the full article here: https://ap1.hubs.ly/H01hFdP0

13/08/2026

Are we building too much infrastructure for AI?

The spending on data centres and power is enormous, but that doesn't necessarily mean the boom is about to end. For now, physical constraints like electricity and equipment shortages may be telling us something important about just how strong demand remains.

Read the full article here: https://ap1.hubs.ly/H01gnn60

13/08/2026

Most investors think their wealth platform simply shows them what they own and what they pay—but the real costs may be hiding in foreign-exchange spreads, trading charges, cash balances, embedded fund fees, taxes, and even expensive exit barriers. In this conversation, Damien Klassen joins Martin North of DFA Live to reveal why platforms are not all designed for the investor, how frequent trading can quietly damage after-tax returns, and the four questions you should ask before handing over your money—including the most important one: how easily can you get out?

Watch the full discussion here:

An important discussion with Head of Investments Damien Klassen fro...

12/08/2026

🔥How will this year's Super El Niño affect the market?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the investment fallout from a potentially historic El Niño — from droughts, floods and crop disruptions to rising food prices and renewed inflationary pressure. With El Niño strengthening and forecasts pointing to a potentially severe event, we explore which markets and sectors could be hit hardest, where opportunities may emerge, and how investors should prepare for the weather shock ahead.

Join us LIVE here: https://ap1.hubs.ly/H01gcKx0

06/08/2026

🖥️Does the world have enough data centre?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, revisits the data centre investment boom — exploring whether the world is on track to build more capacity than it needs, how modular data centres are changing the economics of expansion, and whether the enormous pipeline of projects still underway can be justified by future AI demand.

Join us when we go LIVE here: https://ap1.hubs.ly/H01brt_0

03/08/2026

Could a Transition to Retirement strategy help you save on tax?

It's often seen as a retirement planning tool, but it can also provide valuable tax benefits for the right investors. Learn how this strategy works and when it may be worth considering.

Read the full article here: https://ap1.hubs.ly/H01b18b0

29/07/2026

💸There's a silent, unnoticed drain on your investment returns.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores the hidden cost of portfolio turnover — examining how frequent trading can quietly erode long-term returns through higher tax bills, why every taxable transaction matters, and how a more tax-aware investment approach can help investors keep more of what they earn.

Join us LIVE here: https://ap1.hubs.ly/H018nHC0

29/07/2026

Could frequent trading be quietly reducing your returns?

Every time you buy or sell an investment, there can be tax consequences that eat into your long-term performance. Understanding portfolio turnover is the first step towards keeping more of what you earn.

Read the full article here: https://ap1.hubs.ly/H018pPs0