Podcast Episodes
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How to Make Money from Bonds: Income, Yield & Capital Growth
Episode 95
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 define…
14 hours ago
Why PIMCO Sees a Generational Opportunity in Bonds Right Now
Episode 94
"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 potentiall…
1 week ago
No, AI Isn't a Bubble: Hyperion's Case, Built on Margins
Episode 93
Rob Pizzichetta (Mont Wealth) interviews Hyperion Asset Management investment director Jolon Knight about Hyperion’s white paper on the likely long-t…
2 weeks ago
How Not To Be The 60% Who Fear Running Out of Money
Episode 91
Rob Pizzichetta of Mont Wealth discusses “FORO” (fear of running out) in retirement, citing surveys showing many Australians worry their money won’t …
3 weeks ago
What Will Drive Investment Returns Over The Next 5 Years?
Episode 91
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 domina…
4 weeks ago
2026 Finals Campaign - Inflation Remains Undefeated
Episode 86
Rob Pizzichetta, founder of Mont Wealth, delivers general advice on asset allocation using an Australian football “team selection” analogy amid persi…
1 month ago
Higher for Longer: Inside the Trillion Dollar (and rising) Bond Tipping Point.
Episode 85
Rob Pizzichetta explains the global bond sell-off as long-term government yields hit multi-decade highs across the US, UK, Europe, Japan, and Austral…
1 month, 1 week ago
The Income Illusion - Why TD's & One Asset Won't Save You From Inflation.
Episode 84
Rob Pizzichetta explains that “real income” in retirement means an income stream that keeps pace with inflation, not just a high nominal yield. Using…
1 month, 2 weeks ago
Bullish Global Property. Why Global REITs' 18% FY26 Return Has Further Upside | Julian Campbell-Wood, Resolution Capital
Episode 83
Rob Pizzichetta of Mont Wealth speaks with Julian Campbell-Wood, portfolio manager of Resolution Capital Global REITs, reviewing the fund’s ~18% retu…
1 month, 3 weeks ago
At Every Age There Is Something To Protect - Your Estate Plan Road Map With Elizabeth Cummings
Episode 83
Rob Pizzichetta of Mont Wealth hosts Elizabeth Cummings of Conlon Cummings Lawyers to discuss how major life events like death, estrangement, marriag…
2 months ago