Mont Wealth - "Pizz-Spectives"
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Podcast Overview
<p>Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.</p> <p>Mont Wealth Advisors we specialise in Financial Planning & Investment Helping You Achieve Your Wealth Goals.</p> <p>We work collaboratively with your tax advisor to optimise your financial strategy, ensuring your plan aligns seamlessly across all areas.</p> <p>We discuss what's important to you, providing estate planning guidance to secure your legacy.</p> <p>We undertake comprehensive insurance reviews for effective risk management.</p> <p>And we review your mortgage to guarantee you have the best possible terms on the market.</p> <p>While our guidance and insights and perspectives are general in nature, i.e. not taking your personal circumstances into consideration, we recommend you seek financial advice to help you make informed decisions on your path to being financially comfortable. Anyone acting on this advice without seeking financial advice does so at their own risk.</p>
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Publishing Since
10/18/2024
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Recent Episodes
August 6, 2026
Love Property Investing? Why Global REITs' 18% FY26 Return Has Further Upside | Julian Campbell-Wood, Resolution Capital
<p>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 rising replacement costs (physical build costs up ~30–40% in 4–5 years plus higher finance costs), moderating new supply, and sector-by-sector rent growth (including seniors housing/healthcare rents growing north of 5%). Julian explains the fund’s bottom-up, sector-led approach emphasizing landlord pricing power, diversified investment-grade REITs, and ~30% portfolio loan-to-value. Portfolio positioning includes overweight housing/healthcare, high-quality retail, selective data centers (favoring retail colocation like Equinix), and residential; underweight some industrial, office, hotels/gaming. Expected income is ~3–3.5% and earnings growth ~6–7% p.a., with key risks being macro demand weakness, an inflation shock, and AI-driven volatility.</p> <p><br /></p> <p>00:00 Cash Flow Growth Teaser</p> <p>00:33 Welcome and Disclaimers</p> <p>01:05 Fund Performance Review</p> <p>01:34 Why REITs Rallied</p> <p>02:18 Replacement Costs Explained</p> <p>03:14 Rent Growth by Sector</p> <p>04:14 Supply Shortages and Winners</p> <p>05:28 Multi Year Tailwinds Ahead</p> <p>07:11 Retail vs E Commerce Myth</p> <p>08:37 Seniors Housing Demand Surge</p> <p>10:05 Inflation Protection Playbook</p> <p>11:13 How the Fund Invests</p> <p>14:34 Portfolio Positioning Snapshot</p> <p>16:45 Data Centers and AI Risk</p> <p>19:34 US Residential Opportunity</p> <p>21:08 Income and Return Outlook</p> <p>22:24 6 to 7 Percent Growth Question</p> <p>23:07 Key Risks and Closing</p>
July 31, 2026
At Every Age There Is Something To Protect - Your Estate Plan Road Map With Elizabeth Cummings
<p>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 testamentary trust reforms, then explain what testamentary trusts are and how they can provide tax advantages (including income distributions to minors) and asset protection, plus stamp duty advantages when transferring inherited property within beneficiary rules. Elizabeth outlines key estate planning needs by age: for 30s (guardianship, trustees, wills, enduring powers of attorney, medical treatment decision-makers, super binding nominations and insurance), 40s (reviewing documents, testamentary trust considerations, choosing inheritance ages), and 50s/60s (trust deed alignment, business succession, and probate processes and family disputes).</p> <p>00:00 Why Estate Plans Change</p> <p>00:24 Meet Rob and Liz</p> <p>00:59 Liz’s Legal Journey</p> <p>02:43 Testamentary Trust Tax Scare</p> <p>05:15 How Testamentary Trusts Work</p> <p>08:58 Wills Meetings and Capacity</p> <p>10:17 Estate Planning in Your 30s</p> <p>14:31 What to Review in Your 40s</p> <p>17:26 Trusts Business and Probate</p> <p>20:05 Probate Process and Family Drama</p> <p>22:04 Review Triggers and Wrap Up</p> <p>Elizabeth Cummings</p> <p>Principal</p> <p>Family | Commercial | Litigation | Conveyancing | Wills & Estates</p> <p></p> <p>554 Mount Alexander Road, Ascot Vale 3032</p> <p><b>T </b>(03) 9375 2616</p> <p><b>E </b><a href="mailto:elizabeth@conlancummings.com.au" target="_blank">elizabeth@conlancummings.com.au</a></p> <p><b>W </b><a href="https://au.content.exclaimer.net/?url=http%3A%2F%2Fwww.conlancummings.com.au%2F&tenantid=16y9xsevEe2RdKiMPuCj9Q&templateid=19bb7e8cea5af0118f7c000d3a6a926d&excomponentid=sEqZYdW_X2reM7AVaUGSHJNQ9fnqpC47qLcX4XolOkQ&excomponenttype=Link&signature=SPlymX_uG1TjyOybhA2EYEjZWntD7Y66AWjTk6RZc9Rm_AIooBz-1p199IljndiK-nDwOhynynm2XcVbao0egEqgYeb95wv4oEPNJ9FpTNVVd06BnrenRaGzU_XlgSuhXKhfKySyfSROBrDbPo63fAcehxdFFe0hDgd-kuQKDvi4Lt9CM3gzMt5UEloI4w-ExWnXkj0Q_K7WA1eRRXsbKng8mn8Futxu1E22JdWB1AlzWNqc7ecd1QNadsy058qRErrrNC6dhCt__nprtUdwtLTe9xomZR_ELrMqjlGmqtMOJUvyhlC4DFTIo2q4tOZhwQvRfGneUruBvxzFDt-fVQ&v=1&imprintMessageId=f954fd6a-cd48-4b09-88f6-79a6a22c340d" target="_blank"><b>www.conlancummings.com.au</b></a></p>
July 23, 2026
AI Boom vs Dotcom: Macro Signals, CapEx Risks, and Investor Signposts
<p>AI Boom vs Dotcom: Macro Signals, CapEx Risks, and Investor Signposts (Gino Rossi on Pizz-Spectives)</p> <p><br /></p> <p>Rob Pizzichetta (Mont Wealth) interviews Gino Rossi (Vestigo Investments) about markets, macro conditions, and parallels between the AI boom and the dotcom cycle. Rossi explains Vestigo’s 2024 launch, its intergenerational-wealth target investor, and a “discovery” approach focused on under-covered stocks, with performance sitting mid-pack versus peers but positive. Macro discussion highlights US manufacturing surveys turning positive while housing remains weak amid high 30-year mortgage rates and sticky inflation, creating a two-speed economy and uncertainty for the Fed. Rossi draws on a San Francisco Fed paper on dotcom booms/busts, noting CapEx is hard to interpret due to IT price deflation and that dotcom excess was concentrated in telco CapEx, which later collapsed. He argues today’s hyperscaler AI CapEx is massive, LLM economics may be low-margin, and investors should watch demand-side signposts, not just CapEx, and stay nimble.</p> <p><br /></p> <p>00:00 Nimble Investor Mindset</p> <p>00:25 Show Intro and Guest</p> <p>01:06 Vestigo Fund Overview</p> <p>02:10 Discovery Fund Approach</p> <p>02:49 Performance and Positioning</p> <p>04:05 Macro Setup and Agenda</p> <p>05:41 US Manufacturing vs Housing</p> <p>08:02 Rates Inflation Two-Speed Economy</p> <p>10:11 Planning for AI Cycle</p> <p>11:50 Dotcom Parallels and Volatility</p> <p>16:13 CapEx Deflation and Telco Warning</p> <p>19:01 Hyperscaler CapEx and LLM Economics</p> <p>22:32 Productivity Adoption and Circular Revenue</p> <p>24:34 Signposts and How to Position</p> <p>27:38 Wrap Up and Next Steps</p>
87 total episodes available
Recent guests on Mont Wealth - "Pizz-Spectives"
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- What is Mont Wealth - "Pizz-Spectives"?
<p>Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.</p> <p>Mont Wealth Advisors we specialise in Financial Planning & Investment Helping You Achieve Your Wealth Goals.</p> <p>We work collaboratively with your tax advisor to optimise your financial strategy, ensuring your plan aligns seamlessly across all areas.</p> <p>We discuss what's important to you, providing estate planning guidance to secure your legacy.</p> <p>We undertake comprehensive insurance reviews for effective risk management.</p> <p>And we review your mortgage to guarantee you have the best possible terms on the market.</p> <p>While our guidance and insights and perspectives are general in nature, i.e. not taking your personal circumstances into consideration, we recommend you seek financial advice to help you make informed decisions on your path to being financially comfortable. Anyone acting on this advice without seeking financial advice does so at their own risk.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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