History is full of brilliant people who made terrible investment decisions. In this episode, Joe DeLisi, Financial Advisor with WestPac Wealth Partners, explores how Isaac Newton and the Nobel Prize–winning economists behind Long-Term Capital Management both fell victim to speculation, leverage, and overconfidence.

Joe explains why being “super smart” doesn’t automatically translate into good financial outcomes, and why a disciplined, diversified, long-term approach is often more effective than chasing the next hot idea. This conversation is designed to help investors recognize common behavioral traps and focus on strategies that support their long-term goals.

This episode is for informational purposes only and should not be considered specific investment, tax, or legal advice. Listeners should consult their own financial professionals regarding their individual situation.

The names change, but the game stays the same. In this episode, Joe DeLisi shares what three decades in the investment world have taught him about Wall Street’s repeating patterns — the hype, the “new” products, and the inevitable fallout. From dot-com to crypto to today’s AI boom, Joe explains why “this time is not different,” and how disciplined, evidence-based investing helps protect real wealth when the crowd chases the next big thing.

While headlines focus on the government shutdown, the real story is the $37 trillion U.S. debt and what it means for investors.

In this episode, Joe DeLisi, Senior Partner at WestPac Wealth Investments, explains how rising interest payments and persistent deficits affect market performance, tax policy, and long-term planning.

Tune in for Joe DeLisi's perspective on debt, taxes, and strategies to help protect portfolios in an uncertain fiscal future.

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 might be rhyming once again. Whether you’re anxious about robots taking over or curious how AI affects your portfolio, this episode offers a calm, rational take on technology, markets, and long-term investing.

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 actively monitoring their performance. Joe provides insights into how different market segments are performing and how that impacts client portfolios, ensuring they are aligned with expected returns.

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 nostalgic and entertainment value, other investments could yield better financial returns over time.

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 advocates for a balanced portfolio that aligns with individual financial goals. He also highlights the role of financial advisors in navigating the complexities of investing and the importance of making informed decisions rather than following trends on social media.

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 efficient portfolio management and questions the true value of gold in uncertain times.