WestPac Wealth Investments

In this episode of WestPace Wealth Investments Podcast, your host, Joe DeLisi, dives into the buzz around artificial intelligence—and what it really means for investors. From Wall Street Journal headlines to insights from Harvard Business Review and New York Magazine, Joe breaks down why AI’s “revolution” may take decades, not months. He draws parallels to the dot-com boom and explains how history...

The “Magnificent Seven” stocks have fueled big returns in recent years — but are they really the future of your portfolio? Joe DeLisi breaks down why concentrated bets can be risky and why true diversification, rooted in data, remains the smarter path.

In this episode of the WestPac Wealth Investments Podcast, Joe discusses the importance of understanding portfolio management, particularly focusing on the significance of August 22nd for investment strategies. He explains how he manages client portfolios by analyzing historical risk premiums and market trends, emphasizing the importance of not just building portfolios based on science but also ac...

Every decade has a “why didn’t I buy it?” stock story. For the 2010s, it’s Nvidia. Joe unpacks why these stories are so tempting—and why hindsight investing doesn’t build real wealth. Learn how biases like recency and performance chasing sneak into decisions, and what a math-and-process plan looks like instead.

In this episode, Joe DeLisi discusses the recent sale of the Los Angeles Lakers and compares it to potential investment returns from the S&P 500 and other asset categories. He highlights the importance of understanding different investment avenues and the need for a diversified portfolio that aligns with individual financial goals. The conversation emphasizes that while the Lakers may have a n...

In this episode of the WestPac Wealth Way Investment podcast, Joe DeLisi discusses the importance of understanding investment fees and the value of diversification. He emphasizes that while the S&P 500 is a popular investment choice, it is not the only option and may not always yield the best returns. Joe analyzes historical data to illustrate the risks of relying solely on the S&P 500 and...

In this episode of the WestPac Wealth podcast, Michael Palmer discusses the recent rise of gold as an investment option, particularly in light of the underperformance of tech stocks. He delves into the risk-return relationship of gold compared to other assets, emphasizing the importance of understanding standard deviation and historical performance. The conversation highlights the need for efficie...

In this episode, Joe DeLisi discusses the concept of market crashes, particularly focusing on the S&P 500 and the historical context of market corrections. He emphasizes that while media often incites fear about potential crashes, most do not materialize. The podcast highlights the importance of diversification in investment portfolios and encourages a long-term perspective on investing, regar...

In this episode of the Westpac Wealth Investment podcast, Joe DeLisi discusses the evolving mindset of investors, particularly high net worth individuals, who transition from fearing they won't have enough to worrying about whether they are doing enough with their investments. He emphasizes that complexity in portfolio management is often unnecessary and advocates for a straightforward approa...

In this episode of the Westpac Wealth Investment podcast Joe DeLisi discusses the role of bonds in investment strategies, emphasizing their function as a tool for reducing volatility rather than generating returns. He explores the dynamics of short-term versus long-term bonds, the impact of interest rates and inflation on bond values, and the importance of aligning fixed income investments with po...

In this episode, Joe DeLisi discusses the implications of inflation on investment portfolios, emphasizing the importance of asset ownership. He reviews historical inflationary periods and their effects on various markets, highlighting that stocks often perform well during inflation. Joe encourages listeners to remain invested and diversified, especially during times of economic uncertainty. Chapte...

In this podcast, the host discusses the current state of the markets, drawing parallels to historical events, particularly the COVID-19 pandemic. The conversation emphasizes the emotional nature of market movements and the importance of maintaining a long-term perspective in investing. The host also outlines the current administration's economic policies and their potential impact on the mark...

In this podcast, Joe DeLisi discusses the current market sell-off and the impact of tariffs on global markets. He emphasizes the importance of understanding historical data and market reactions to tariffs, providing insights from various time periods. DeLisi highlights the role of small caps and international stocks in investment strategies and reassures clients about navigating market volatility....