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MB Fund Podcast: HALO companies who are immune to AI

February 27, 2026 - 14:00 -- Admin

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the rise of HALO companies — the resilient, pricing-power businesses proving largely “immune” to AI disruption — exploring why they continue to outperform, what protects their economics from technological shocks, and how investors can position around this defensive theme. Watch the episode

Another river of gold flows into Chalmer’s backside

February 27, 2026 - 12:30 -- Admin

The worst treasurer since Jim Cairns, and the dumbest since Wayne Swan is certainly not the unluckiest. Having squandered incredible national income windfalls as record inflation outbreaks, slaughtering real incomes, Treasurer Jim “chicken” Chalmers is ready to ride another unlooked-for river of gold flowing into his backside. This time, it is literally a river of