#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 advisory firm that is designed to ser...
17 Huhti 54min
#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-ranging conversation on market...
1 Huhti 1h 3min
#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, portfolio construction, and how i...
25 Maalis 56min
#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 current state of the technology sec...
20 Maalis 54min
#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-time discussion on ETFs, market s...
17 Maalis 59min
#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 unconventional path from drug...
11 Maalis 1h 11min
#63 - Geopolitics, Critical Technologies, and Industrial Reshoring with John O’Connor, CEO and Chairman, J.H. Whitney (recorded 03/04/26)
In this episode of The Bull of Wall Street, Jimmy Lee is joined by John O’Connor, CEO and Chairman of J.H. Whitney, along with Jim Worden and Talley Leger, for a timely discussion on geopolitics, nati...
4 Maalis 1h 9min
#62 - Market History, Sector Rotation, and Investor Discipline with Sam Stovall, Chief Investment Strategist, CFRA (recorded 02/19/26)
In this episode of The Bull of Wall Street, Jim Worden, CFA®, CMT®, CAIA welcomes Sam Stovall, Chief Investment Strategist at CFRA, for a wide-ranging discussion grounded in market history, sector rot...
19 Helmi 55min
