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AI Boom vs Dotcom: Macro Signals, CapEx Risks, and Investor Signposts
Episode 82
AI Boom vs Dotcom: Macro Signals, CapEx Risks, and Investor Signposts (Gino Rossi on Pizz-Spectives)
Rob Pizzichetta (Mont Wealth) interviews Gino R…
2 months, 1 week ago
Are You Under Insured? Why Your Million Dollar Policy Might Only Pay $660K!
Episode 81
Rob Pizzichetta (Mont Wealth) interviews Chris Filer (Austbrokers Countrywide), a commercial insurance broker with 15 years’ experience and host of t…
2 months, 2 weeks ago
Private Credit Under the Microscope: ASIC, Lending Standards & Alceon’s Outlook
Episode 83
Rob Pizzichetta of Mont Wealth interviews Omar Khan, Head of Capital Markets at Alceon, to discuss ASIC’s review of Australia’s private credit market…
2 months, 3 weeks ago
Mont Wealth Outlook & Investment Themes For FY27
Episode 80
Rob Pizzichetta of Mont Wealth reflects on FY26 portfolio resiliency during March 2026 volatility, noting global market drawdowns while Mont Wealth’s…
3 months ago
7.3% Yields With Built-In Slowdown Protection: Inside Australia's Credit Market with Yarra Capital
Episode 78
Rob Pizzichetta (Mont Wealth) speaks with Phil Strano (Yarra Capital Management) about the Australian economy, global macro, and portfolio positionin…
3 months, 1 week ago
India - Time to Buy The Structural Growth At A Cyclical Dip?
Episode 76
Rob Pizzichetta (Mont Wealth) speaks with Mugunthan Siva, CIO of India Avenue Equity Fund, following Siva’s trip to India. They discuss India’s incre…
3 months, 2 weeks ago
You Don't Need an SMSF.....You Need a Differentiated Investment Strategy!
Episode 75
Rob Pizzichetta of Mont Wealth examines the surge in self-managed super funds (SMSFs), noting nearly $8B moved from industry funds and 5% SMSF member…
3 months, 3 weeks ago
Mont Wealth 10 Rules of Investing & Philosophy
Episode 73
In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, shares Mont Wealth’s philosophy and 10 principles for building and preser…
3 months, 4 weeks ago
Did Passive Investing Kill The Active Star? Hall of Famer David Pace on Why Low Cost Isn't What You Think It Is
Episode 72
Rob Pizzichetta, Founder of Mont Wealth, interviews David Pace, founder of Greencape (2006) and the first Melbourne inductee into the Funds Managemen…
4 months ago
Australian House Price Downturn We Had to Have - RBA, Tax Policy & Wealth Effect
Episode 71
Paul Keating had the recession we had to have. Now, forty years later, are Australian homeowners staring down the housing correction we had to have?
…4 months, 1 week ago