logo
episode-header-image
Apr 16
32m 10s

Ep. 414: Trump's Carbon Tax | Nucleus In...

Nucleus Wealth
About this episode
tail spinning
Up next
Apr 9
Ep. 413: Is the war really over? | Nucleus Investment Insights
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 prices, inflation expectations, sa ... Show More
30m 18s
Apr 2
Ep. 412: Inflation-proofing Your Portfolio Before It Hits | Nucleus Investment Insights
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 to hit first, and the practica ... Show More
38m 36s
Mar 26
Ep. 411: Trump: An unexpected green energy hero| Nucleus Investment Insights
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the fallout from the conflict with Iran has unexpectedly turned Trump into a catalyst for green energy — examining how his policies, escalation decisions, and market disruptions are fu ... Show More
30m 1s
Recommended Episodes
Sep 2025
233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs
<p>ETFs are at the center of how investors are navigating today’s rapidly changing markets. From&nbsp;active ETFs&nbsp;to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ... Show More
16m 39s
Oct 2024
MM 228: The Keys to Build Wealth
In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming them. ... Show More
2h 6m
Oct 2020
Rishi Renjen - Evolving Your Investment Process
<p>Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. ... Show More
55m 46s
Aug 2024
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net ... Show More
38m 43s
Jun 2025
166. INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us Fan MailIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also tou ... Show More
2h 21m
Aug 2024
The World Of Venture Capital and How They Pick Winning Investments In Startups and Early Stage Businesses | Chris Van Dusen
tail spinning
45m 33s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s
Apr 2025
Bruce Flatt on Value, Discipline, and Durability
Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management. At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered ... Show More
1h 18m
Feb 2024
49. Project Finance 101 & Infrastructure Investing Basics
Send us Fan MailWhat is Project Finance? In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Banking. We explain what project finance is and why it's used, how it differs from the types of financing ... Show More
39m 25s
Sep 2025
231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL
<p>Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of&nbsp;The Bid, we explore why f ... Show More
17m 3s