The Bull of Wall Street

Ep. 86: AI's Next Decade, the Memory Supercycle, and Launching Yorkville Ives, with Dan Ives

In episode 86, hosts Jimmy Lee, Jim Worden, and Paisley Nardini welcome back Dan Ives, who appeared on theshow's very first episode and has since left Wedbush Securities

Ep. 85: Factor Investing, Avoiding Value Traps, and AI in Asset Management, with Avantis CIO Eduardo Repetto (09/16/26))

In episode 85, hosts Jim Worden and Paisley Nardini are joined by Eduardo Repetto, Chief Investment Officer of Avantis Investors, for a conversation on factor-based inves

Ep. 84: Sudden Wealth Syndrome, Raising Money-Smart Kids, and NIL Education for Athletes, with Tom Henske (recorded 09/03/26)

In episode 84, host Jimmy Lee is joined by Tom Henske, CFP and founder of The Affluent Insurance Advisor, for a wide-ranging conversation on sudden wealth, financial lite

Ep. 83: Building Enterprise Value, Multi-Generational Growth, and the Case for Outsourcing, with First Trust VP Jackie Wilke (recorded 08/27/26)

In episode 83, host Jimmy Lee is joined by Jackie Wilke, Vice President and Advisor Consultant with First Trust's Advisor Consulting Group, for a wide-ranging conversatio

Ep. 82: Factor Rotation, AI Chip Competition, and What's Driving the Market Higher (recorded 8/19/26)

In episode 82, Talley Leger and Jim Worden of The Wealth Consulting Group host a two-person deep dive (no outside guest this week) on investment factors, AI-driven compet

Ep. 81: Fed Guidance, the K-Shaped Economy & the AI Investment Boom, with Fundstrat Economics Strategist Hardika Singh (recorded 08/12/26)

In episode 81, hosts Talley Leger and Jim Worden of The Wealth Consulting Group welcome Hardika Singh, economics strategist at Fundstrat and a former Wall Street Journal

#80 - Jonathan Golub, Chief Equity Strategist at Seaport Research Partners: AI, Earnings, Valuations, and the Changing Market Regime (recorded 08/05/26)

In this episode of The Bull of Wall Street, Talley Leger and Jim Worden welcome Jonathan Golub, Chief Equity Strategist at Seaport Research Partners, for a discussion on

#79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)

Dr. Joseph Coughlin and John Diehl: Longevity, Aging, and the Future of Financial AdviceSummary In this episode of The Bull of Wall Street, Jimmy Lee sits down with Dr.

#78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)

In this episode of The Bull of Wall Street, Jim Worden and Talley Leger sit down with Dave Keller, President and Chief Strategist at Sierra Alpha Research, to explore how

#77 - Andrew Beer, Dynamic Beta Investments Co-Founder: Managed Futures, Liquid Alternatives & Smarter Diversification (recorded 07/22/26)

In this episode of The Bull of Wall Street, Paisley Nardini and Jim Worden sit down with Andrew Beer, co-founder of Dynamic Beta Investments (DBI), for a thoughtful discu

#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)

In this episode of The Bull of Wall Street, Talley Leger welcomes innovation investor, podcast host, EVP of Prairie Operating Co, and Fox News Contributor Lou Basenese fo

#75 - David Dziekanski, Founder and CEO of Quantify Funds: Return Stacking, ETF Innovation, and the Case for Scarcity Assets (recorded 06/11/26)

In this episode of The Bull of Wall Street, Talley Leger, Chief Market Strategist at The Wealth Consulting Group, sits down with David Dziekanski, Founder and CEO of Quan

#74 - Matt Enyedi, Chief Client Officer at LPL: Scale, AI, Succession, and the Future of Financial Advice (recorded 06/03/26)

In this episode of The Bull of Wall Street, Jimmy Lee is joined by WCG President Andy Kalbaugh and special guest Matt Enyedi, Chief Client Officer at LPL Financial, for a

#73 - Jimmy Lee, Talley Leger, and Jim Worden on Markets, AI, Risk, and the WCG Investment Process (recorded 05/29/26)

In episode 73 of The Bull of Wall Street, Jimmy Lee, CEO of The Wealth Consulting Group (WCG) is joined by WCG’s Chief Market Strategist, Talley Leger, and CIO Jim Worden

#72 - Matt Malone, CFA, Head of Investments at Opto Investments: Private Markets, Private Credit, and the Future of Alternative Investing (recorded 05/20/26)

In this episode of The Bull of Wall Street, Talley Leger and Jim Worden sit down with Matt Malone, Head of Investments at Opto, for a practical conversation on private ma

#71 - Michael Hunstad, President of Northern Trust Asset Management: AI, Factors, and the Future of Investing (recorded 05/07)

In this episode of The Bull of Wall Street, Jim Worden sits down with Michael Hunstad, President of Northern Trust Asset Management, for a conversation on quantitative in

#70 - Duncan MacPherson, Founder and CEO of Pareto Systems: How Advisors Build Businesses That Scale Beyond Themselves (04/20/26)

In this episode of The Bull of Wall Street, Jimmy Lee sits down with Duncan MacPherson, founder and CEO of Pareto Systems, for a practical and thought-provoking conversat

#69 - Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group: Building a Scalable Advisory Business With Purpose (recorded 04/16/26)

Jimmy Lee sits down with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, for a conversation about growth, leadership, and building an advisor

#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)

In this episode of The Bull of Wall Street, Jimmy Lee and Talley Leger sit down with Sam Ro, founder of Tker and an award-winning financial newsletter writer, for a wide-

#67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)

In this episode of The Bull of Wall Street, Talley Leger is joined by Dave Mazza, Chief Executive Officer of Roundhill Investments, for a discussion on markets, ETFs, por