Everyone thinks the “super smart” people win in the market, until history shows they don’t. In this episode, Joe DeLisi reveals how Isaac Newton and Nobel Prize–winning economists fell for the same traps everyday investors face. If some of the brightest minds in history couldn’t outsmart a bubble, what makes this moment any different? This episode might change the way you think about your next financial move.

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Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe breaks down Wall Street’s habit of repackaging old ideas with shiny new labels. He walks through past market manias, what they taught us, and how to recognize the signs when history starts rhyming again. If you’ve ever wondered whether “this time is different,” this episode will convince you otherwise and show why sticking to science over speculation is still the smartest move.

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The headlines talk about a government shutdown, but the real issue is much bigger. Joe DeLisi breaks down what $37 trillion in U.S. debt actually means for your taxes, Social Security, and retirement plan.

In this episode, Joe explains how rising interest payments and unsustainable spending could lead to higher taxes in the years ahead and what smart investors can do now to prepare.

A must-listen for anyone thinking about long-term planning, retirement income, or future tax strategy.

For a quick assessment of your current financial life go to:

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In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the implications of artificial intelligence (AI) in finance, addressing common fears and misconceptions. He explores the political perspectives surrounding AI, emphasizing the need for a nuanced understanding rather than extreme views. Joe highlights the gradual transformation of AI in industries, drawing parallels to historical tech advancements, and reassures listeners about job security and market adaptation. He concludes with insights on investment strategies in the evolving landscape of AI.

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Is the “Magnificent Seven” still… magnificent? Joe explains why 2025’s market has looked more like a “Terrific Two,” how cap-weighted indexes can hide concentration risk, and why he sticks with globally diversified, factor-tilted portfolios to fund real-life plans.

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Join us as we explore the fascinating world of investment risk premiums. This episode promises to unravel the mysteries behind these financial concepts, offering insights that could reshape your approach to investing. Tune in to discover the hidden factors that drive market dynamics and learn how to leverage them for potential gains. Don't miss out on this opportunity to enhance your investment acumen!

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Joe breaks down the investor mind traps—recency bias, performance chasing, hindsight envy—and uses Nvidia’s decade to show why process beats prediction. Practical takeaways on portfolio design, rebalancing, and sticking to a math-and-science plan. 

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In this episode, Joe DeLisi discusses the sale of the Los Angeles Lakers and compares the investment returns of owning the team versus investing in the S&P 500. He highlights the historical context of both investments, explores alternative asset categories, and emphasizes the importance of diversification in building a financial portfolio. The conversation also touches on the New York Yankees as a case study for investment returns, ultimately advocating for a well-rounded investment strategy rather than focusing solely on popular assets.

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In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost, and why the cheapest option isn’t always the best. After receiving a common question from a client, Joe breaks down why some of the advice you see on TikTok or Instagram could be missing key data. With real-world examples, he explores how seemingly small decisions about fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about the true cost of “low-cost” investing—or if you’ve been curious about how fees actually affect your returns—this episode is a must-listen. Tune in to find out why net returns matter more than the upfront price tag, and how getting it right could mean hundreds of thousands of dollars more in your pocket.

For a quick assessment of your current financial life go to:

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At the end of the assessment you can request a meeting with me to review the results.

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In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the implications of the current tax bill moving through Congress, emphasizing the importance of long-term tax planning. He highlights the historical context of tax rates, the potential for future tax increases due to national debt, and strategies for maintaining tax efficiency in investment portfolios. Joe stresses the need for proactive planning to ensure high net after-tax income, regardless of future tax changes.

For a quick assessment of your current financial life go to:

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At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com