DFA Live Q&A HD Replay – Damien Klassen: Nucleus Wealth

This a replay edition of our most recent live Q&A in which I discussed the latest in the financial markets with Damien Klassen, Head of Investments at Nucleus Wealth.

https://walktheworld.com.au/

CONTENTS

0:00 Introduction
1:44 The Inflation Question
8:30 Booming Company Profits
19:20 Local or International Focus?
36:40 Political Tensions
43:50 Bonds, Currency And Metals
50:00 Gold
51:30 Manufacturing, Lithium and Innovation
1:00:00 Infrastructure Exposure
1:05:00 Volatility Trading
1:10:00 Sector Exposure
1:18:00 Investment Objectives – Diversification
1:19:15 Free Markets?
1:25:00 Property and Close

Original version with live chat replay is at https://youtu.be/fi8SMjqxvbg

DFA Live Q&A HD Replay – Senator Gerard Rennick [Podcast]

This is an edited version of our latest live show in which I discuss policy issues with Queensland Senator Gerard Rennick.

CONTENTS

0:00 Start
1:14 Introduction
2:10 Rennick’s Background
7:25 Markets And Capitalism

09:50 Monetary Policy
12:46 Post Office and Regional Services
16:05 Senate Estimates and the RBA
19:20 Mandate of RBA
25:22 New Zealand Monetary Policy
27:50 Accountability Outsourced
31:15 Central Banking Group Think
34:20 RBA, ASIC and APRA
40:10 Lending For Housing Versus For Infrastructure
46:50 Small Business Lending Pressure
50:00 Tax Reform
56:00 Council Of Financial Regulators
1:00:00 The Vision Thing
1:16:30 Housing Affordability and Lending Standards
1:22:06 Higher Education
1:24:25 Measuring The Right Things
1:27:00 Accountability
1:31:00 Close and Sign-Off

We look at the RBA, Central Banks, the economy, QE, and home prices and consider how to get the real economy going.

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay - Senator Gerard Rennick [Podcast]
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DFA Live Q&A HD Replay – Senator Gerard Rennick

This is an edited version of our latest live show in which I discuss policy issues with Queensland Senator Gerard Rennick.

CONTENTS

0:00 Start
1:14 Introduction
2:10 Rennick’s Background
7:25 Markets And Capitalism

09:50 Monetary Policy
12:46 Post Office and Regional Services
16:05 Senate Estimates and the RBA
19:20 Mandate of RBA
25:22 New Zealand Monetary Policy
27:50 Accountability Outsourced
31:15 Central Banking Group Think
34:20 RBA, ASIC and APRA
40:10 Lending For Housing Versus For Infrastructure
46:50 Small Business Lending Pressure
50:00 Tax Reform
56:00 Council Of Financial Regulators
1:00:00 The Vision Thing
1:16:30 Housing Affordability and Lending Standards
1:22:06 Higher Education
1:24:25 Measuring The Right Things
1:27:00 Accountability
1:31:00 Close and Sign-Off

We look at the RBA, Central Banks, the economy, QE, and home prices and consider how to get the real economy going.

Go to the Walk The World Universe at https://walktheworld.com.au/

FINAL REMINDER: DFA Live Q&A 8pm Sydney – Senator Gerard Rennick

Join us for a live Q&A as I discuss policy issues with Queensland Senator Gerard Rennick.

https://www.gerardrennick.com.au/

We will look at the RBA, Central Banks, the economy, QE, and home prices and consider how to get the real economy going. You can ask a question live. https://walktheworld.com.au/

Ahead of our show, here is an extract from a recent Senate session, where the Senator discussed a range of policy issues with the RBA.

Meet The Senator Who Quizzed The RBA

Ahead of our live Q&A next Tuesday with Queensland Senator Gerard Rennick, here is an extract from a recent Senate session, where he discusses a range of policy issues with the RBA.

https://www.gerardrennick.com.au/

We will look at the RBA, Central Banks, the economy, QE, and home prices and consider how to get the real economy going.

We plan to pick up these policy issues on Tuesday – link to the live show is here:

https://youtu.be/dOPL9UCMGC8

You can ask question live, or via the DFA blog beforehand.

Go to the Walk The World Universe at https://walktheworld.com.au/

DFA Live Replay – Latest Household Stress And Scenarios [Podcast]

In our live Q&A I discuss the latest household stress and property scenarios and post code level analysis. https://walktheworld.com.au/

CONTENTS
0:00 Start
0:15 Introduction
4:00 RBA Holds
8:50 Will Rates Rise?
09:40 Corporate Tax Raises?
10:30 Local Economics
18:20 March Mortgage Stress
28:00 Stress Mapping
32:55 Scenarios
35:20 Post Code Tools Update
37:30 Q&A
1:28:00 Deposit Bonds
1:28:30 Conclusions and Close

Original version with live chat replay is available here: https://youtu.be/W6AeiTkzWZI

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
DFA Live Replay - Latest Household Stress And Scenarios [Podcast]
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FINAL REMINDER DFA Live 8pm Sydney Tonight: Deep Dive Into Brisbane Property With Meighan Wells

Join us for a live Q&A as I discuss the latest property trends in the Brisbane property market with Meighan Wells, the Principal of Property Pursuit and co-founder of the Home Buyer Academy and co-presenter of Your First Home Buyer Guide Podcast. As a recognised expert on the Queensland property market and the former Chairman of the REIQ Buyers’ Agent Chapter, she is well placed to explore the latest trends. https://www.propertypursuit.com.au/team/meighan-wells/

You can ask a question live. Given the current lock-down in Brisbane, this is an excellent opportunity to get the latest insights!

https://walktheworld.com.au/

DFA Live Q&A – HD Replay: Damien Klassen Market Update [Podcast]

Join us for a live Q&A as I discuss the latest financial market trends with Damien Klassen From Nucleus Wealth.
https://nucleuswealth.com/author/damien-klassen/

CONTENTS

0:00 Start
0:40 Introduction
1:40 Damien Joins
2:05 Is The Market Buying What The FED Is Selling?
17:00 YCC and Gold
20:00 Inflation Calculations
31:15 Bank Bond Information
33:45 Day Trading
40:30 Market Valuations
51:30 US and Australian Central Banks
53:00 Aussie Bank Bonds
1:05:40 Active Mutuals V EFTs
1:13:10 AUD Outlook
1:18:00 NZ Home Prices and Controls
1:22:00 Responsible Lending
1:29:00 Stock Market Volatility
1:33:00 Stealing From The Future?

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
DFA Live Q&A - HD Replay: Damien Klassen Market Update [Podcast]
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