The Bull of Wall Street

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

#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)

In this episode of The Bull of Wall Street, Jim Worden speaks with Dan Gallagher, Technology Columnist for Heard on the Street at The Wall Street Journal, about the curre

#65 Allison Bonds Mazza, Head of US Wealth at State Street, and James Seyffart, Senior Research Analyst at Bloomberg Intelligence (recorded 03/17/26)

This special live episode of The Bull of Wall Street was recorded at the VettaFi Exchange 26 conference in Las Vegas NV, bringing together industry leaders for a real-tim

#64 - Michael Taylor, Portfolio Manager at Simplify Asset Management: Healthcare Innovation, GLP-1 Competition, and the Future of Markets (recorded 03/11/26)

n this episode of The Bull of Wall Street, Jim Worden and Paisley Nardini are joined by Michael Taylor, Portfolio Manager at Simplify Asset Management. Michael shares his