In this episode, Joe DeLisi shares the story behind the investment philosophy that guides his work today and why it took years to fully develop. From his early days entering the financial industry without a finance degree to discovering evidence-based investing, Joe explains the experiences that changed how he thinks about markets, portfolio construction, and long-term investing.

Joe also discusses the growing interest from younger advisors who want to understand not only what works in investing, but why. Along the way, he reflects on the mistakes, assumptions, and industry influences that shaped his perspective over nearly three decades.

This conversation offers valuable insight for investors, advisors, and anyone interested in how financial philosophies are formed over time.