Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind
Nucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio.
In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports.
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Ep. 436: The Financial Mess Behind AI Boom's Problem Children
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs into the financial mess behind AI’s problem children — from mounting debt and soaring infrastructure costs to delayed data centres and projects being put on hold. We examine what the troubles at companies like CoreWeave and NEXTDC reveal about the risks beneath the AI boom, and how investors can distinguish genuine AI exposure from companies simply riding the hype.
Download Presentation Slides here (https://21685828.fs1.hubspotusercontent-ap1.net/hubfs/21685828/NII_The%20Financial%20Mess%20Behind%20AI%20Booms%20Problem%20Children.pdf)
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth (https://nucleuswealth.com/) Website.
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 (https://nucleuswealth.com/articles/nucleus-wealth-responsible-investing-disclaimer/)
22 Oct 2026
Ep. 435: CoreWeave: The Beginning of the End for AI boom?
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether CoreWeave could be the canary in the coal mine for the AI boom — as mounting debt, soaring borrowing costs, and questions over future returns put pressure on one of the industry’s key infrastructure providers. We unpack what its troubles reveal about the economics of the AI build-out, whether the billions being poured into data centres can deliver the returns investors expect, and if cracks in CoreWeave could signal a broader turning point for the AI trade.
Download Presentation Slides here (https://21685828.fs1.hubspotusercontent-ap1.net/hubfs/21685828/NII_CoreWeave_%20The%20Beginning%20of%20the%20End%20for%20AI%20boom_.pdf)
Get an obligation-free portfolio recommendation (https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast) to see how we would invest for you
Learn more about the hosts (https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast)
Find us on social media:
Twitter (https://twitter.com/NucleusWealth)
Instagram (https://www.instagram.com/nucleus_wealth/)
Facebook (https://www.facebook.com/NucleusWealth)
LinkedIn (https://www.linkedin.com/company/nucleuswealth/)
Want to know more? Click here to Subscribe (https://bit.ly/PodcastSubscribeNow)
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth (https://nucleuswealth.com/) Website.
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 (https://nucleuswealth.com/articles/nucleus-wealth-responsible-investing-disclaimer/)
15 Oct 2026
Ep. 434: Dispelling the Myth of an Ageing Population with Cameron Murray
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Cameron Murray of Fresh Economic Thinking to challenge one of the biggest assumptions about Australia’s ageing population — that more retirees inevitably mean fewer workers supporting more dependants. We unpack why traditional age-based dependency ratios no longer reflect how people live and work today, and what the data reveals about later retirement, changing workforce participation, and the real economic implications of an ageing population.
Download Presentation Slides here (https://nucleuswealth.com/blog/tag/webinars)
Get an obligation-free portfolio recommendation (https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast) to see how we would invest for you
Learn more about the hosts (https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast)
Find us on social media:
Twitter (https://twitter.com/NucleusWealth)
Instagram (https://www.instagram.com/nucleus_wealth/)
Facebook (https://www.facebook.com/NucleusWealth)
LinkedIn (https://www.linkedin.com/company/nucleuswealth/)
Want to know more? Click here to Subscribe (https://bit.ly/PodcastSubscribeNow)
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth (https://nucleuswealth.com/) Website.
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 (https://nucleuswealth.com/articles/nucleus-wealth-responsible-investing-disclaimer/)
Inside a recent episode
2.41 The Future of Renewable Energy with David Morgan
Published 7 Nov 2019 · Transcript excerpt
[…] Okay and there's and I mean I know there's there's a bunch of people working on a whole bunch of all you know whether it be flywheels or air flow batteries and and all these other types of ones I guess are there any of those other technologies you think we should be keeping an eye? I think you I'm a mechanical engineer by background so I would love to say a flywheel or a mechanical solution is the key but it's just never going to be the case yeah what you want to focus on is actually chemistry so battery chemistry no moving parts other than electrons anything that's got mechanical elements to it ultimately over the sort of periods that we're talking about maintenance issues wearing issues a downtime issues these things are the things that actually kill renewable technologies that ultimately have a mechanical element to it. […]
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