Joe's Investing Story

Joe's Investing Story

May 25, 2026 · 13 min

About this episode

Joe DeLisi shares his investment philosophy and the experiences that shaped his approach to investing.

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 invest...

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