Every year the “experts” scream crash, recession, empty shelves, and market meltdown, and every year they eat their words.What actually happened in 2025 after all the 50% plunge calls and tariff-doomsday headlines?Spoiler: the exact opp...

In this episode, Joe breaks down why U.S. banks are holding hundreds of billions in unrealized losses and why almost no one is talking about it. We cover what “unrealized losses” actually mean, how they happen, why interest rate mov...

Everyone thinks the “super smart” people win in the market, until history shows they don’t. In this episode, Joe DeLisi reveals how Isaac Newton and Nobel Prize–winning economists fell for the same traps everyday investors face. If some of the ...

Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe break...

The headlines talk about a government shutdown, but the real issue is much bigger. Joe DeLisi breaks down what $37 trillion in U.S. debt actually means for your taxes, Social Security, and retirement plan.In this episode, Joe explains ho...

In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the implications of artificial intelligence (AI) in finance, addressing common fears and misconceptions. He explores the political perspectives surrounding AI, emphasizi...

Is the “Magnificent Seven” still… magnificent? Joe explains why 2025’s market has looked more like a “Terrific Two,” how cap-weighted indexes can hide concentration risk, and why he sticks with globally diversified, factor-tilted portfolios to ...

Join us as we explore the fascinating world of investment risk premiums. This episode promises to unravel the mysteries behind these financial concepts, offering insights that could reshape your approach to investing. Tune in to discover the hi...

Joe breaks down the investor mind traps—recency bias, performance chasing, hindsight envy—and uses Nvidia’s decade to show why process beats prediction. Practical takeaways on portfolio design, rebalancing, and sticking to a math-and-science pl...

In this episode, Joe DeLisi discusses the sale of the Los Angeles Lakers and compares the investment returns of owning the team versus investing in the S&P 500. He highlights the historical context of both investments, explores alternative ...

In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost, and why the cheapest option isn’t always the best. After receiving a common question from a ...

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the implications of the current tax bill moving through Congress, emphasizing the importance of long-term tax planning. He highlights the historical context of tax rates...

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the concept of betting on your financial future, using Tesla's stock movement as a case study. He emphasizes the difference between speculation and investment, highlight...

In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the recent economic speculation surrounding shipping issues and the potential for an economic collapse. He reflects on the reality of the current market situation, empha...

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the recurring theme of market crashes that never materialize, emphasizing the importance of understanding market corrections and the role of diversification in investmen...

In this episode, Joe DeLisi discusses Warren Buffett's retirement and reflects on his investment philosophy. He emphasizes the importance of investor temperament and the scientific approach to building resilient portfolios. Joe shares insights ...

In this episode, Joe DeLisi addresses common fears surrounding investment portfolios, particularly in light of current market conditions. He emphasizes the importance of diversification and reassures listeners that their financial plans are des...

Join Joe DeLisi, a seasoned financial advisor, as he breaks down market trends with clarity and confidence. In each episode, Joe dives into current economic events, drawing on historical data—like the volatile 2020 markets—to provide context an...

Although every tariff policy has been different, there IS a track record of how markets perform in these situations.   Joe drops a pod that is real time data AND backwards facing data.

The media are back with scary predictions of things that will "wipe out the economy".  One of which is inflation.  But has anyone looked at history and how markets have done during inflationary periods?  Joe did!  Join him t...

The late 90's saw massive increases in the U.S. equities markets led by the "internet revolution" only to follow up with significant losses that took some investors over a decade to recover from.  But other investors weathered the storm mu...

We look at how NOT sticking to your plan is very costly.  The second mistake people make is a deadly one and one that may keep you from retiring early, in the manner that you choose....or EVER.

Do you even worry if you'll be able to retire?  You're not alone!  Joe discusses the number one mistake he sees and how to course correct it quickly!

Tariffs, economic data, war, politics...anything can make markets volatile and scary.  How do we react?  Sell it all???  NO!  In this episode Joe discusses the use of bonds in your portfolio. Why are they there?  What t...

A 10 minute overview of who Joe is..family...history of how he built his business and what's next.