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에피소드 96 개
2024년 10월 18일부터
episodic

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Rob Pizzichetta explains how bonds work and argues that government bonds are back as a real income asset after a decade-plus of low yields. He defines bonds as tradable loans, covering coupon, maturity, face value, and the differences between fixed and floating-rate bonds (plus inflation-linked var…

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"Lock in the yield anywhere between, say, 6 to 7%, 7-plus percent, and then stay invested, over the next three to five years, you can also potentially capture capital appreciation when rates do come down"  #Bonds #Income #Investing #money #wealth Rob Pizzichetta of Mont Wealth hosts PIMCO produ…
Rob Pizzichetta (Mont Wealth) interviews Hyperion Asset Management investment director Jolon Knight about Hyperion’s white paper on the likely long-term economics of AI, focusing on returns above cost of capital, fast payback periods, durable returns, and rising demand as intelligence costs fall. K…
Rob Pizzichetta of Mont Wealth discusses “FORO” (fear of running out) in retirement, citing surveys showing many Australians worry their money won’t last due to longer lifespans and persistent cost-of-living pressures, with lower confidence among women and those with housing debt. He explains why i…
Rob Pizzichetta of Mont Wealth recaps the firm’s investment committee meeting and argues that power demand from the AI build-out is becoming a dominant market force. After a discussion with PIMCO’s Lily Feng, he notes core inflation around 2.5% trending lower, cooling consumption and wages, and exp…
Rob Pizzichetta, founder of Mont Wealth, delivers general advice on asset allocation using an Australian football “team selection” analogy amid persistent inflation, oil shocks, high interest rates, shifting government policy, and investor fatigue, with AI offering promise but facing credit and ROI…
Rob Pizzichetta explains the global bond sell-off as long-term government yields hit multi-decade highs across the US, UK, Europe, Japan, and Australia, noting rising yields mean falling bond prices and higher borrowing costs throughout the economy. He outlines three drivers: cyclical geopolitical …
Rob Pizzichetta explains that “real income” in retirement means an income stream that keeps pace with inflation, not just a high nominal yield. Using a term deposit example (5% interest vs 3.5% inflation), he highlights how purchasing power can still shrink when capital is static. He warns that rel…
Rob Pizzichetta of Mont Wealth speaks with Julian Campbell-Wood, portfolio manager of Resolution Capital Global REITs, reviewing the fund’s ~18% return over 12 months and ~3.5% net alpha versus benchmark. They discuss why global REIT fundamentals look constructive despite higher rates, focusing on …
Rob Pizzichetta of Mont Wealth hosts Elizabeth Cummings of Conlon Cummings Lawyers to discuss how major life events like death, estrangement, marriage, divorce, or illness should trigger an estate plan review. They cover recent proposed tax changes to trusts and the government’s backflip on testame…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Mont Wealth Advisors에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.