WestPac Wealth Investments

Did you miss the boat on SpaceX? With private companies staying private longer and high-profile IPOs generating enormous excitement, many investors wonder if they've missed their chance at extraordinary returns. In this episode, Joe DeLisi explores why the fear of missing out can lead investors away from sound decision-making and toward unnecessary risk. Drawing on nearly three decades of experience, Joe explains why successful wealth management isn't built around chasing headlines or trying ...

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 ...

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 fo...

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.

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 a...

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...

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 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.