Nucleus Wealth
Nucleus Wealth
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Rapid Insights Ep. 9: The One NVIDIA Question That Matters #NVIDIA #AI #bots
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored active and passive portfolios.
To find out more, head to nucleuswealth.com/?utm-source=UA-cam&utm-medium=Socials&utm-campaign=BbJ1k-9mSU4
In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisits their earlier analysis of NVIDIA's stock, exploring what led to their initial misjudgment. They delve into the factors driving NVIDIA's recent performance and share key insights and lessons learned from the reevaluation.
Read the Blog Post ⁠⁠⁠here⁠⁠: nucleuswealth.com/articles/why-i-was-wrong-about-nvidia/?utm-source=UA-cam&utm-medium=Socials&utm-campaign=BbJ1k-9mSU4
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The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.
#nucleuswealthrapidinsights #investment #nucleuswealth #rapidinsights #artificialintelligence #AI #Robots #machinelearning #technology #datascience #python #deeplearning #programming #tech #robotics #innovation #bigdata #coding #iot #economy #jobs #sectors #computerscience #data #dataanalytics #business #engineering #robot #datascientist #art #software #automation #analytics #ml #pythonprogramming #programmer #digitaltransformation #developer #deepfake
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Відео

Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA #NVIDIA #AI #bots
Переглядів 21221 день тому
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored active and passive portfolios. To find out more, head to nucleuswealth.com/?utm-source=UA-cam&utm-medium=Socials&utm-campaign=YRjl447hC-k In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen revisit...
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Frequently Asked Questions
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Frequently Asked Questions
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КОМЕНТАРІ

  • @craig3949
    @craig3949 11 годин тому

    Aussies are greedy. No one is doing it tough. Business is great, unemployment low because of this, everyone is still spending. RBA is too politically aligned or scared to increase interest rates. Rates must go up. Greed must be punished. Coming from a person that has home paid off and investment house almost paid off.

  • @sydneyshinshi
    @sydneyshinshi 3 дні тому

    Thank you.

  • @richarddobosz6174
    @richarddobosz6174 9 днів тому

    Great ,thank u

  • @nbarnaby
    @nbarnaby 15 днів тому

    Stop saying ‘um’ FFS Once you hear it you can’t unhear it. Takes some thought and focus, but FFS stop using um every second word, it’s not live, sort it out 🎉

  • @sydneyshinshi
    @sydneyshinshi 15 днів тому

    How about doing a show about the best tech stocks on the asx.

  • @richarddobosz6174
    @richarddobosz6174 16 днів тому

    EXCELLENT

  • @sydneyshinshi
    @sydneyshinshi 16 днів тому

    Why as a fund manager wouldn't you try and find those companies that talk a good game and the share price goes up 100x and make a killing. Sounds like you can identify them.

  • @themunter6533
    @themunter6533 16 днів тому

    No Sound - Starts again @ 5:35

  • @darrenbeutel6849
    @darrenbeutel6849 16 днів тому

    Wait till everyone applies this to Bitcoin

  • @darrenbeutel6849
    @darrenbeutel6849 16 днів тому

    Sound?

  • @sydneyshinshi
    @sydneyshinshi 18 днів тому

    Well thought out.

  • @andrewpaulett1161
    @andrewpaulett1161 18 днів тому

    Well done, Damien. It's brave to admit you were wrong. Paradoxically, some folk are more likely to like and subscribe to your work if you're honest...

  • @richarddobosz6174
    @richarddobosz6174 19 днів тому

    Excellent thank you compulsory listening

  • @dannyryan6411
    @dannyryan6411 22 дні тому

    Most investments have a degree of luck. Right place and right time. Being too early could mean technology or companies don't survive too. Having the technology/product with the right demand is the sweet spot that makes nvda the king

  • @richarddobosz6174
    @richarddobosz6174 22 дні тому

    Very good presentation thank you compulsory listening

  • @davidbarry6900
    @davidbarry6900 23 дні тому

    14:00 Discussion on the pro-Ukrainian channels about Ukraine targeting of Russian oil depots and refineries is that it has caused a net drop in oil prices. The theory (I don't know if valid or not) is that disruption of Russian refineries has reduced Russian exports of refined products, but also forced Russia to export more raw crude. That is, prices for Diesel should be going up due to reduced supply (Russia has made provision to import from Belarus and/or Khazakstan if necessary), but oil prices are down due to a small increase in real supply on the export markets.

  • @sydneyshinshi
    @sydneyshinshi 23 дні тому

    I would imagine Nvidia would disagree with your assessment that they got lucky.

    • @damienklassen3338
      @damienklassen3338 18 днів тому

      They were trying to make it harder for crypto miners to buy gpus! I don't think they would disagree about that. They will disagree about the AI...

  • @sydneyshinshi
    @sydneyshinshi 23 дні тому

    Thank you. Some food for thought.

  • @dannyryan6411
    @dannyryan6411 23 дні тому

    Interesting to watch this now that nvda up 210% from 12 months ago

  • @lovechineseforever9434
    @lovechineseforever9434 26 днів тому

    HOW IS DE COUPLING FROM CHINA WORKING OUT MATE

  • @archangel5410
    @archangel5410 29 днів тому

    What about Silver? My research shows that Silver float stock will be depleted in about 3 years especially its required use for Photovoltaic new technology. Silver deficits are now 4 out of 5 years and the deficit is growing every year. How can you call yourself an investment outfit and not be across this?

  • @richarddobosz6174
    @richarddobosz6174 29 днів тому

    Excellent as always thanks

  • @theobradley5926
    @theobradley5926 Місяць тому

    I wish you guys had of suggested to buy gold 18 months ago! And back it up with sensible research as to why!

  • @NucleusWealth
    @NucleusWealth Місяць тому

    You can see the full episode at: nucleuswealth.com/webinars/practical-finance-pay-mortgage-or-super-setting-up-kids-accounts/?utm-source=UA-cam&utm-medium=Socials&utm-campaign=41nVGbIl8A8

  • @NucleusWealth
    @NucleusWealth Місяць тому

    #nucleuswealthinvestmentinsights #investment #investmentpodcast #nucleuswealth #PodcastEpisode #podcast #finance #children #childreninvestment #kidsaccounts #future #strategies #savings #education #junior #financialplanning #minors #superannuation #mortgagecontributions #payments #comparison

  • @benoreilly1358
    @benoreilly1358 Місяць тому

    whats the minimum for direct indexing for my child with Nucleus?

    • @damienklassen3338
      @damienklassen3338 Місяць тому

      10k for a new account, $2k if you already have superannuation or another account with us.

  • @sydneyshinshi
    @sydneyshinshi Місяць тому

    Somebody on 10k a year isnt going to make a 10K concessional contribution though are they. So they will pay no tax on that.

    • @damienklassen3338
      @damienklassen3338 Місяць тому

      Often you can have non-working partners trying to get more money into superannuation. You are honing in on a key issue - its inherently unfair that someone on 200k gets a 32% discount on tax for money into super while someone on $10k has to pay 15% extra tax

    • @sydneyshinshi
      @sydneyshinshi Місяць тому

      @@damienklassen3338 I would have thought it was more inherently unfair that somebody on 200K has a marginal tax rate of 45%. Nearly half going towards tax. And yes I do agree that tax is necessary to fund Government services. And the non working partner can get 110K into super with no tax paid.

  • @sydneyshinshi
    @sydneyshinshi Місяць тому

    Thanks guys.

  • @NucleusWealth
    @NucleusWealth Місяць тому

    You can see the full episode at: nucleuswealth.com/webinars/the-inflation-rollercoaster-is-there-another-drop/?utm-source=UA-cam&utm-medium=Socials&utm-campaign=Gji_uYy5ako

  • @NucleusWealth
    @NucleusWealth Місяць тому

    #nucleuswealthinvestmentinsights #investment #investmentpodcast #nucleuswealth #PodcastEpisode #podcast #inflation #money #economy #investment #centralbank #inflationfetish #investing #verm #finance #stockmarket #economics #gold #finanzen #financialfreedom #stocks #rent #usinflation #manufacturing #wages #oilpricehike

  • @richarddobosz6174
    @richarddobosz6174 Місяць тому

    Excellent thank you compulsory listening

  • @lovechineseforeverever2
    @lovechineseforeverever2 Місяць тому

    CHINESE ARE BETTER

  • @sepolopez6706
    @sepolopez6706 Місяць тому

    Great video. ASML is all!!!

  • @kimeccleston5586
    @kimeccleston5586 Місяць тому

    Sound is a bit dodgy for the first 10 mins.

    • @davidbarry6900
      @davidbarry6900 Місяць тому

      So many years of Zoom (and similar) calls now, and they are STILL plagued by technical issues.... 🤪 (And not just these guys.) In this case, it looks like the wrong channel was muted.

  • @NucleusWealth
    @NucleusWealth Місяць тому

    #Australia #Semiconductor #AI #China #EV #solarenergy #cleanenergy #nucleuswealthinvestmentinsights #investment #investmentpodcast #PodcastEpisode #podcast #howtoinvest #marketsituation #InvestmentTips #IncomeInvesting #PortfolioProtection #FinanceTalks #NucleusWealth #InvestmentInsights

  • @sydneyshinshi
    @sydneyshinshi Місяць тому

    Very nice. Lot of info in there.

  • @richarddobosz6174
    @richarddobosz6174 Місяць тому

    Excellent thank you compulsory listening

  • @NucleusWealth
    @NucleusWealth Місяць тому

    #Australia #Inflation #RBA #InterestRates #nucleuswealthinvestmentinsights #investment #investmentpodcast #PodcastEpisode #podcast #howtoinvest #marketsituation #InvestmentTips #IncomeInvesting #PortfolioProtection #FinanceTalks #NucleusWealth #InvestmentInsights

  • @leonie563
    @leonie563 Місяць тому

    It's not about your pension portfolio. Its about our AYD and far it plunges.....So get ready!

  • @leonie563
    @leonie563 Місяць тому

    So summary: duck shooting season for - Over 60s and Investors who have been pigs in mud last 20 years. Clawback of that cookie jar overdue and redirected to Under 50s been hammered by underemployment, mortgage rates and rents. Is it any wonder nobody is breeding. But nobody is explaining why we fois gras asset holders like we have when 80% line up for aged pension anyway. Its completely distorted and needs cuts.

  • @detectiveofmoneypolitics
    @detectiveofmoneypolitics Місяць тому

    Economic investigator Frank G Melbourne Australia is still following this very informative content cheers Frank 😊

  • @sydneyshinshi
    @sydneyshinshi Місяць тому

    Thanks guys. Appreciate the content.

  • @grouchoglobe
    @grouchoglobe Місяць тому

    Is it possible that when a currency falls below a certain point, input costs become to high giving the same ultimate effect as to high a currency.

  • @richarddobosz6174
    @richarddobosz6174 2 місяці тому

    Excellent thank you compulsory listening

  • @brucejhenderson7
    @brucejhenderson7 2 місяці тому

    Really good, solid discussion. Thank you.

  • @richarddobosz6174
    @richarddobosz6174 2 місяці тому

    The best thank you

  • @hclee921
    @hclee921 2 місяці тому

    Perhaps we need to put your comments into context. Operating a bank requires professional management with a very high sense of integrity in a high business risk environment. And banks need staff and regularly updated (meaning high cost) technology to work effectively in one of the most regulated sectors of the economy. So far, there are no alternatives to non-government owned banks (meaning these are privately funded enterprises) in the Australian economy and for these essential institutions to keep going, and be kept incentivised in the very long term, we should not mind the profits they make - in competition with each other. Australian banks also pay the government about A$2 billion ++ in taxes annually. There's no free lunch? Also, Australian banks do not have enough retail deposits (averaging about 70-80%) for their operations and so they depend on other investors, many foreign, to buy their bonds to ensure adequate funding and liquidity in their operations. This money does not come cheap and adds to the cost of banking operations - which in turn requires the banks to make themselves more profitable to attract and keep the non-retail funders and equity investors.

  • @sydneyshinshi
    @sydneyshinshi 2 місяці тому

    Who knows. Follow the herd and get out early.