2026 Finals Campaign - Inflation Remains Undefeated

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-08-27

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 concerns. He argues longer-duration government bonds have been heavily penalized and are better suited to shorter-duration defensive roles, while floating-rate corporate bonds look fitter and are delivering returns above their 20-year average; private credit offers opportunity but with patchy transparency and contracts under stress. He emphasizes diversified equity positioning across styles, regions, and systematic approaches, highlights renewed stab...