If not for bad predictions, we might not have predictions at all.

In this episode, Joe revisits a 2002 white paper titled “What Risk Premium Is Normal?” by Rob Arnott and uses it as a lens to examine one of the most persistent problems in investing: overconfidence in forecasts.

From the “new economy” mindset of the late 1990s to today’s bold market projections, Joe breaks down why long-term return predictions are so often wrong, how expectations get distorted, and what investors should focus on instead. This is a grounded conversation about realism, discipline, and the danger of building financial plans on optimistic assumptions.

If you’ve ever wondered why expert predictions miss the mark or how to invest intelligently when the future is uncertain this episode will help reset your expectations and sharpen your strategy.

Topics covered:

• Why market predictions are consistently unreliable
• Expected vs. actual equity returns
• Lessons from past market cycles
• How investors should think about risk and long-term planning
• What really matters when forecasts fail

Political headlines can create anxiety for investors, especially during election years. In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi explains how politics and markets actually interact.

Joe reviews historical market data across multiple election cycles and presidential administrations to show how markets have behaved during periods of political uncertainty. He also discusses the risks of emotional decision-making and why disciplined investment strategies are designed to weather political shifts, volatility, and short-term market reactions.

This episode provides perspective for investors who want to understand what truly drives market performance, how to stay focused during uncertain times, and why a long-term plan matters more than political headlines.

In this episode of the WestPac Wealth Investments podcast, Joe discusses the importance of budgeting, introducing his concept of the '30 Second Budget.' He emphasizes the simplicity of budgeting while acknowledging the challenges of execution. Joe breaks down the budgeting process into key components: income, taxes, giving, and savings, and stresses the importance of saving for the future. He encourages listeners to take actionable steps towards better financial management and highlights the significance of being patient and open to coaching.

On this episode of the WestPac Investment Podcast, Joe DeLisi walks through the single most damaging mistake he’s seen clients make, and why it rarely has anything to do with markets, returns, or timing. Instead, Joe explains how emotional decision-making, abandoning a disciplined process, and reacting to short-term fear can quietly erode long-term wealth. This episode is a practical reminder that successful investing is less about finding the perfect strategy and more about consistently sticking to the right one.

In this episode of WestPac Wealth Investments, Joe tackles one of the most common investor questions: do elections and politics really move the markets? Drawing from historical data and his decades of experience, Joe explores whether party control, campaign cycles, and government policies truly determine portfolio performance—or if emotions and headlines are leading investors astray. It’s a grounded, fact-based look at how politics and market behavior actually intersect—and what that means for your long-term investment strategy.

In this episode of WestPac Wealth Investments, Joe tackles one of the most common investor questions: do elections and politics really move the markets? Drawing from historical data and his decades of experience, Joe explores whether party control, campaign cycles, and government policies truly determine portfolio performance—or if emotions and headlines are leading investors astray. It’s a grounded, fact-based look at how politics and market behavior actually intersect—and what that means for your long-term investment strategy.

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.