WestPac Wealth Investments

Epizodes

• Did You Miss the Boat on SpaceX? 22.06.2026 11min

  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 ...
• The Non Negotiable's 08.06.2026 15min

  What are the rules that should never be broken when building an investment portfolio? In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi shares the investment principles he considers non-negotiable. Drawing a parallel between successful business operations and successful investing, Joe explains why disciplined portfolio construction matters and why "winging it" is rarely a winning strategy. Joe discusses the difference between investing and speculation, the importance of ha...
• Joe's Investing Story 25.05.2026 13min

  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...
• Nash Subotic, Founder & CEO of WestPac Wealth Partners 11.05.2026 18min

  In this episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, Founder and CEO of WestPac Wealth Partners, to dive deep into the firm’s investment philosophy and how it drives better long-term outcomes for clients. Nash shares the core principles that guide Westpac Wealth’s portfolios: Why a long-term, history-driven, science-based approach beats short-term speculationThe importance of global diversification — including international stocks, small-cap v...
• War in Iran, Hormuz and Your Portfolio 27.04.2026 9min

  Headlines about Iran and the Strait of Hormuz have many investors asking the same question: What does this mean for my money? In this episode, we explore how geopolitical risk can impact markets, why uncertainty is always part of investing, and how a disciplined long-term strategy can help investors avoid costly emotional decisions.
• Young Adult Financial Series: Advising the Next Generation #2 13.04.2026 9min

  In Part 2 of our Next Generation series, we continue the conversation around how young adults can begin making sound financial decisions early, before costly mistakes take root. Today’s environment presents more access to information than ever before, yet many young investors still lack clarity on what truly drives long-term success. In this episode, we focus on the foundational principles that matter most: developing disciplined habits, avoiding common pitfalls, and understanding the importa...
• Young Adult Financial Series - Advising the Next Generation 16.03.2026 12min

  Many long-time clients eventually reach a new stage of life, when their children become young adults and begin making financial decisions of their own. In this episode, Joe DeLisi discusses a growing trend he has seen over the past several years: parents asking their advisor to speak with their adult children about money, careers, and financial responsibility. These conversations look very different from traditional financial planning discussions with established professionals, but they can b...
• US and the Iranian Conflict 04.03.2026 7min

  With headlines about rising tensions between the United States and Iran, many investors are asking the same question: What does this mean for my portfolio? In this episode, Joe takes a break from the usual studio setting to address the uncertainty surrounding global conflict and the impact it may—or may not—have on financial markets. Rather than focusing on politics or speculation, Joe looks at the data and historical context to help investors understand how markets have responded to geopolit...
• The Risk of Individual Stocks 02.03.2026 8min

  In a recent episode, Joe shared a story about “the worst decision a client ever made” — and the response was bigger than expected. But some listeners walked away with the wrong takeaway. In this follow-up, Joe clears it up. This episode breaks down the real difference between owning an individual stock and owning the broader market through an index like the S&P 500. What actually happens if a single company goes to zero? What would it mean if the entire market did? And why does that disti...
• Why Cheap Indexing Isn't the Best 16.02.2026 12min

  Is low-cost indexing enough? Or are investors missing the bigger picture? Index funds have transformed investing. They’re efficient, inexpensive, and widely accessible. But focusing solely on cost can oversimplify how portfolios actually generate returns. In this episode, we examine why the cheapest index fund may not represent a complete investment strategy. We discuss expected returns, risk premiums, diversification, and the importance of thoughtful portfolio design. Rather than chasing the...
• If Not for Bad Predictions 02.02.2026 12min

  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 ...
• 2026 Midterm Elections 19.01.2026 9min

  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 ...
• 30 Second Budget 05.01.2026 15min

  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 ...
• The Worst Decision a Client has Ever Made 22.12.2025 10min

  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 stic...
• Do Politics Signal Market Direction 02.12.2025 13min

  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...
• Super Smart People Can't Beat Markets 17.11.2025 10min

  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 th...
• Same Game, New Name: Wall Street’s Repeat Offense 02.11.2025 13min

  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.
• U.S. Debt and Government Shutdown 21.10.2025 13min

  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.
• AI and Your Portfolio 06.10.2025 12min

  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...
• The Magnificent Seven are Down to the Terrific Two 22.09.2025 11min

  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.