This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets are rising, thanks mainly to AI related stocks, while expectations of rate cuts are being pushed out. More broadly, are returns able to justify current valuations, and which sectors are the most interesting ahead.
Original stream with chat here: https://youtube.com/live/lqYE35qTatw
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Investing Now With Damien Klassen
This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets are rising, thanks mainly to AI related stocks, while expectations of rate cuts are being pushed out. More broadly, are returns able to justify current valuations, and which sectors are the most interesting ahead.
Original stream with chat here: https://youtube.com/live/lqYE35qTatw
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion as I explore the latest trends in population, home prices and productivity with Leith van Onselen, Chief Economist at the MB Fund and MB Super. He is also Chief Economist and co-founder of MacroBusiness. Leith writes as the Unconventional Economist. Leith has previously worked as an economist at the Australian Victorian Treasury and Goldman Sachs.
Original live stream and chat here: https://youtube.com/live/eclazIUDbz8
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion as I explore the latest trends in population, home prices and productivity with Leith van Onselen, Chief Economist at the MB Fund and MB Super. He is also Chief Economist and co-founder of MacroBusiness. Leith writes as the Unconventional Economist. Leith has previously worked as an economist at the Australian Victorian Treasury and Goldman Sachs.
Original live stream and chat here: https://youtube.com/live/eclazIUDbz8
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion as I discuss the thorny issue of getting on (and staying on) the property ladder – if indeed that concept has any meaning these days with Veronica Morgan.
Veronica Morgan is the Founder and Principal of Good Deeds Property Buyers. She is also the co-host of the popular series Location Location Location Australia with Bryce Holdaway and Relocation Relocation Australia on Foxtel’s The Lifestyle Channel Australia. You can also tune into Veronica as she co-hosts the Your First Home Buyer Guide podcast & The Elephant in the Room property podcast, which investigates who is really in control when you buy property. She’s also recently co-founded Home Buyer Academy, which provides online support for first home buyers so they don’t get lost buying their first home and is a co-founder of Suburb Help. And if that’s not enough, she’s the author of “Auction Ready: how to buy property at auction even though you’re scared sh!#less”.
This is an edited version of a live discussion with Robbie Barwick from the Citizens party.
The Senate will be delivering their report on Regional Banking, and it will be important to ensure access to cash is protected in an era of CBDC. And we need to ensure the Government does not outsource its fiscal and monetary authority to the Reserve Bank. Behind these issues is the question of power, and tyranny. Who is setting the agenda, and who is in control?
Original stream with chat replay here: https://youtube.com/live/7Or8ais2WxI
This is an edited version of a live discussion with Robbie Barwick from the Citizens party.
The Senate will be delivering their report on Regional Banking, and it will be important to ensure access to cash is protected in an era of CBDC. And we need to ensure the Government does not outsource its fiscal and monetary authority to the Reserve Bank. Behind these issues is the question of power, and tyranny. Who is setting the agenda, and who is in control?
Original stream with chat replay here: https://youtube.com/live/7Or8ais2WxI
Well, the numbers are now in so today I am going to review the performance of our channel over the last year, and specifically highlight the top 10 most watched shows.
I want to thank you for being part of the DFA community, watching our shows, and supporting us by subscribing, liking the shows, and sharing them widely. Its greatly appreciated and I want to celebrate the momentum we created together. Especially around some of our campaigns, most notably addressing the issue of bank branch closures and the need to be able to access cash.
None of these top ten were my live shows, which generally run each Tuesday evening. Generally live events tend to do less well on YT compared with recorded shows. But the great positive of live is the audience participation, which is key to building and nourishing the community. So a quick word of thanks, to all those who turn out regularly to support our live events.
And if you stand back, its clear that housing related shows rate well, as do the regular chats with Tarric and his slides, and some of the more philosophical shows such as Down the Rabbit Hole and the BRICS discussion, also did well.
If you have specific subjects you would like me to cover, or guest suggestions, drop them in the chat!
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Well, the numbers are now in so today I am going to review the performance of our channel over the last year, and specifically highlight the top 10 most watched shows.
I want to thank you for being part of the DFA community, watching our shows, and supporting us by subscribing, liking the shows, and sharing them widely. Its greatly appreciated and I want to celebrate the momentum we created together. Especially around some of our campaigns, most notably addressing the issue of bank branch closures and the need to be able to access cash.
None of these top ten were my live shows, which generally run each Tuesday evening. Generally live events tend to do less well on YT compared with recorded shows. But the great positive of live is the audience participation, which is key to building and nourishing the community. So a quick word of thanks, to all those who turn out regularly to support our live events.
And if you stand back, its clear that housing related shows rate well, as do the regular chats with Tarric and his slides, and some of the more philosophical shows such as Down the Rabbit Hole and the BRICS discussion, also did well.
If you have specific subjects you would like me to cover, or guest suggestions, drop them in the chat!
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion with Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds. We reflected on the market switch from October, and what this means for 2024. Are we out of the woods yet? We also looked at some of the important mega-themes which will shape investing ahead.
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Investing Now With Damien Klassen
