The Bull of Wall Street
By The Bull of Wall Street
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Episodes: 79
Description
This podcast takes a unique approach in discussing various topics that are of interest to financial advisors and investors. The hosts Jimmy Lee, CEO, The Wealth Consulting Group (WCG), Jim Worden, CFA, CAIA, CMT, Chief Investment Officer (WCG), and Tally Léger, Chief Market Strategist (WCG) will have discussions that concern the markets, economy, strategies, financial planning, taxes, and life.
The information herein is for informational and entertainment purposes and intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of WCG.
| Episode | Date |
|---|---|
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#80 - Jonathan Golub, Chief Equity Strategist at Seaport Research Partners: AI, Earnings, Valuations, and the Changing Market Regime (recorded 08/05/26)
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Aug 05, 2026 |
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#79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)
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Jul 31, 2026 |
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#78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)
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Jul 30, 2026 |
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#77 - Andrew Beer, Dynamic Beta Investments Co-Founder: Managed Futures, Liquid Alternatives & Smarter Diversification (recorded 07/22/26)
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Jul 22, 2026 |
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#76 - AI, Innovation, Semiconductors, and the Next Wave of Market Leadership with EVP of Prairie Operating Co and host of The Big Skinny podcast Lou Basenese (recorded 07/08/26)
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Jul 09, 2026 |
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#75 - David Dziekanski, Founder and CEO of Quantify Funds: Return Stacking, ETF Innovation, and the Case for Scarcity Assets (recorded 06/11/26)
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Jun 11, 2026 |
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#74 - Matt Enyedi, Chief Client Officer at LPL: Scale, AI, Succession, and the Future of Financial Advice (recorded 06/03/26)
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Jun 03, 2026 |
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#73 - Jimmy Lee, Talley Leger, and Jim Worden on Markets, AI, Risk, and the WCG Investment Process (recorded 05/29/26)
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May 29, 2026 |
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#72 - Matt Malone, CFA, Head of Investments at Opto Investments: Private Markets, Private Credit, and the Future of Alternative Investing (recorded 05/20/26)
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May 20, 2026 |
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#71 - Michael Hunstad, President of Northern Trust Asset Management: AI, Factors, and the Future of Investing (recorded 05/07)
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May 07, 2026 |
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#70 - Duncan MacPherson, Founder and CEO of Pareto Systems: How Advisors Build Businesses That Scale Beyond Themselves (04/20/26)
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Apr 20, 2026 |
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#69 - Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group: Building a Scalable Advisory Business With Purpose (recorded 04/16/26)
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Apr 17, 2026 |
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#68 - Sam Ro, Founder of TKer: Why Markets Climb the Wall of Worry and How Advisors Can Help Clients Stay Invested (recorded 04/01/25)
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Apr 01, 2026 |
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#67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)
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Mar 25, 2026 |
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#66 - Dan Gallagher, Technology Columnist, Heard on the Street, The Wall Street Journal: AI Infrastructure, Software Disruption, and the Next Phase of Tech (recorded 03/20/26)
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Mar 20, 2026 |
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#65 Allison Bonds Mazza, Head of US Wealth at State Street, and James Seyffart, Senior Research Analyst at Bloomberg Intelligence (recorded 03/17/26)
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Mar 17, 2026 |
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#64 - Michael Taylor, Portfolio Manager at Simplify Asset Management: Healthcare Innovation, GLP-1 Competition, and the Future of Markets (recorded 03/11/26)
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Mar 11, 2026 |
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#63 - Geopolitics, Critical Technologies, and Industrial Reshoring with John O’Connor, CEO and Chairman, J.H. Whitney (recorded 03/04/26)
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Mar 04, 2026 |
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#62 - Market History, Sector Rotation, and Investor Discipline with Sam Stovall, Chief Investment Strategist, CFRA (recorded 02/19/26)
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Feb 19, 2026 |
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#61 - Technical Analysis, Trend Following, and Risk Management with Frank Cappelleri, Founder, CappThesis (recorded 02/11/26)
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Feb 11, 2026 |
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#60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)
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Feb 04, 2026 |
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#59 - Building a High-Value Advisory Practice with Ken Van Leeuwen, Managing Director of Van Leeuwen & Company: Planning Fees, Team Design, and Succession (recorded 02/03/26)
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Feb 03, 2026 |
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#58 - Jared Dillian, founder of Armington Capital, on Risk, Sentiment, and Why Courage Matters When Markets Feel Easy (recorded 01/28/26)
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Jan 28, 2026 |
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#57 – Scott Helfstein, Global X Global Head of Investments on Geopolitics, AI, and the New “Automation Age” (recorded 01/21/26)
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Jan 21, 2026 |
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#56 – Bob Pisani, CNBC Stocks Correspondent (Ret.) on Markets, Media, and the Biggest Investing Mistakes He’s Seen in 35 Years (recorded 01/12/25)
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Jan 12, 2026 |
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#55 – Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management on 2026 Market Outlook, Global Growth, and What Could Break the Cycle (recorded 01/06/25)
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Jan 12, 2026 |
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#54 – Phillip "Felipe' Toews - Author & Founder/CEO of Toews Asset Management on The Behavioral Portfolio, Long-Duration Risk, and Why the 60/40 Model Breaks When History Matters (recorded 12/15/25)
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Dec 23, 2025 |
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#53 – Ron Baron and Michael Baron of Baron Capital on Long-Term Ownership, Conviction Investing, and Building Generational Wealth (recorded 12/10/25)
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Dec 10, 2025 |
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#52 – Julius de Kempenaer, creator of Relative Rotation Graphs on Relative Rotation Graphs, Sector Rotation Intelligence, and Why Momentum Still Rules the Markets
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Dec 04, 2025 |
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#51 – Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, on the “Jenga Tower Economy,” Policy Volatility, and What Could Shake Markets in 2025 (recorded 11/24/25)
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Nov 24, 2025 |
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#50 – ARK Investment Management's Founder & CEO Cathie Wood on AI, Robotics, and the Next 10 Years of Disruption (recorded 11/19/25)
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Nov 19, 2025 |
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#49 – Author and former chief investment strategist Jim Paulsen on Early-Cycle Signals, Pessimistic Sentiment, and Why This Bull Market May Be Younger Than It Looks (recorded 11/17/25)
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Nov 17, 2025 |
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#48 - Ethos Investment Management founder & CIO James Fletcher on Emerging Markets, Boots-on-the-Ground Alpha, and Building the Next Generation of Investors (recorded 11/10/25)
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Nov 11, 2025 |
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#47 - Fairlead Strategies founder and technical strategist Katie Stockton on Technical Analysis, Trend Discipline, and Building a Risk-Aware ETF (recorded 11/03/25)
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Nov 03, 2025 |
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#46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle
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Oct 27, 2025 |
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#45 - Cole Wilcox, CIO, Longboard Asset Management on Stock-Level Trend Following, Real Diversification, and When to Hit the T-Bill Brake (recorded 10/13/25)
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Oct 13, 2025 |
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#44 - Andy Kalbaugh, President at The Wealth Consulting Group on the Future of Financial Advisors, Business Succession, and Lessons from a Life in Leadership
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Oct 01, 2025 |
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#43 - Ashim Mehra on AI’s Frenetic Pace, Bubbles vs. Manias, and the Next Wave of Disruption (recorded 09/29/25)
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Sep 29, 2025 |
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#41 - Dr. Matthew Schwartz, MD and Dr. Thomas Dayspring, MD, FACP, FNLA on Cancer Innovation, Cardiovascular Disease Prevention, and What Everyone Needs to Know (recorded 09/15/25)
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Sep 15, 2025 |
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#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)
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Sep 08, 2025 |
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#39 - Fred Meissner, CMT- Owner of the Fred Report (recorded 08/25/25)
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Aug 25, 2025 |
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#38 - Meb Faber, CEO, Co-Founder and CIO of Cambria Investment Management, author, speaker, and podcast host The Meb Faber Show (recorded 08/18/25)
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Aug 18, 2025 |
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#37 - Carley Garner, DeCarley Trading (division of Zander) Senior Commodity Strategist, Broker, Author, Columnist (recorded 08/11/25)
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Aug 12, 2025 |
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#36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)
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Aug 04, 2025 |
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#35 - Jan van Eck, CEO, VanEck (recorded 07/28/25)
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Jul 29, 2025 |
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The Bull of Wall Street #34 - Chuck Jaffe, Journalist, Host of “Moneylife with Chuck Jaffe”
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Jul 22, 2025 |
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#33 - Ed Clisshold, CFA, Chief U.S. Strategist, Ned Davis Research (recorded 7/14/25)
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Jul 14, 2025 |
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#32 Mike Green - Portfolio Manager and Chief Strategist, Simplify Asset Management (recorded 07/07/25)
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Jul 08, 2025 |
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#31 - Eli Horton, Managing Director, TCW, Portfolio Manager of TCW Transform Systems ETF (recorded 06/30/25)
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Jun 30, 2025 |
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#30 - Cliff Asness, Managing and Founding Principal, AQR Capital Management (recorded 06/23/25
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Jun 23, 2025 |
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#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)
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Jun 11, 2025 |
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#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)
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May 27, 2025 |
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#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy
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May 21, 2025 |
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#26- Jason Hsu, Founder, CIO, Chairman- Rayliant Global Advisors, Chief Economist- East West Bank, Co-Founder- Research Affiliates, Professor- UCLA (recorded 05/19/25)
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May 20, 2025 |
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#25 - John Bowman, CAIA- CEO, CAIA Association, Podcast Host/Board Member/Investment Committee Chair (recorded 5/12/25)
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May 12, 2025 |
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#24 - JB Hayes and Curt Fintel, co-founders of Variant Investments (recorded 04/28/25)
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Apr 28, 2025 |
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#23 - Jim Worden, CFA, CAIA, CMT and Talley Leger, Chief Market Strategist (recorded 04/21/25)
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Apr 21, 2025 |
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#22 - Adam Parker, CEO and Founder, Trivariate Research, former Chief US Equity Strategist and Global Director of Quantitative Research, Morgan Stanley and Sanford C. Bernstein (recorded 04/14/25)
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Apr 15, 2025 |
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#21 - Bob Elliot, Co-Founder and CEO Unlimited, Former IC and Head of Ray Dalio’s Investment Team, Bridgewater
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Apr 08, 2025 |
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#20 - Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
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Mar 31, 2025 |
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#19 - Ian Wenik, Editor, Citywire RIA at Citywire and Tobias Salinger, Chief Correspondent of Financial Planning at Arizent (recorded 03/17/25)
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Mar 17, 2025 |
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#17- Ryan Detrick, Chief Market Strategist,Sonu Varghese, Ph.D., Global Macro Strategist, both with Carson Group (recorded 3/11/25)
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Mar 12, 2025 |
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#18- Yie-Hsin Hung, President and CEO of State Street Global Advisors, 2025 Barron’s 100 Most Influential Women, 2024 Forbes- The World’s Most Powerful Women, etc. (recorded 3/10/25)
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Mar 10, 2025 |
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#16 - Dr. Claudia Sahm, Chief Economist, New Century Advisors, Founder of Sahm Consulting (recorded 02/19/25)
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Feb 19, 2025 |
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#15 - Dr. David Kelly - Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Funds (recorded 02/19/25)
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Feb 19, 2025 |
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#14 - Brian McMahon, Vice Chairman and Chief Investment Strategist and Managing Director at Thornburg (recorded 02/11/25)
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Feb 12, 2025 |
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#13 - Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, psychologist and author (recorded 02/10/25)
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Feb 11, 2025 |
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#12 - Jeff Chang, CFA- President and Co-Founder at Vest (recorded 02/06/25)
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Feb 06, 2025 |
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#11 - Peter Tuchman, “Einstein of Wall Street”, the longest-tenured trader on the NYSE (recorded 02/03/2025)
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Feb 04, 2025 |
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#10 - Sébastien Page, Head of Mulit-Global Asset and Chief Investment Officer at T. Rowe Price (recorded 01/27/2025)
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Jan 27, 2025 |
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#9 - Paisley Nardini, MD with Simplify, Jim Worden, CIO WCG, Talley Léger, CMS WCG (recorded 01/23/25)
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Jan 24, 2025 |
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#8 - Matthew Hougan, Chief Information Officer at Bitwise Asset Management (recorded 01/13/25)
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Jan 14, 2025 |
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#7 - Russ Koesterich (recorded 01/06/25)
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Jan 07, 2025 |
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#6 - Gina Martin Adams, Chief Equity Strategist and Global Director of Equity Strategy at Bloomberg LP (recorded 01/02/25)
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Jan 03, 2025 |
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#5 - Jim Paulsen, PhD (recorded 12/23/24)
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Dec 24, 2024 |
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#4 - Libby Cantrell (recorded 12/17/24)
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Dec 18, 2024 |
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#3 - John O'Connor, C. Allen Parker & Sean Edkins (recorded 12/02/24)
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Dec 03, 2024 |
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#2 - Neil Dutta (recorded 11/25/24)
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Nov 26, 2024 |
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#1 - Dan Ives & Ryan Detrick (recorded 11/11/24)
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Nov 12, 2024 |