The Bull of Wall Street

The Bull of Wall Street

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.

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Jaksot(84)

#61 - Technical Analysis, Trend Following, and Risk Management with Frank Cappelleri, Founder, CappThesis (recorded 02/11/26)

#61 - Technical Analysis, Trend Following, and Risk Management with Frank Cappelleri, Founder, CappThesis (recorded 02/11/26)

In this episode of The Bull of Wall Street, Talley Leger and Jim Worden are joined by Frank Cappelleri, founder of CappThesis, for a technical-analysis focused discussion centered on chart patterns, t...

11 Helmi 1h 2min

#60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)

#60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)

In Episode 60 of The Bull of Wall Street, Jim Worden sits down with Shannon Saccocia, Chief Investment Officer for Wealth at Neuberger Berman, for a thoughtful discussion on how portfolio construction...

4 Helmi 45min

#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)

#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)

In this advisor-to-advisor conversation, Jimmy Lee sits down with Ken Van Leeuwen, Managing Director of Van Leeuwen & Company, to unpack what it really takes to build a durable, high-touch wealth mana...

3 Helmi 1h

#58 - Jared Dillian, founder of Armington Capital,  on Risk, Sentiment, and Why Courage Matters When Markets Feel Easy (recorded 01/28/26)

#58 - Jared Dillian, founder of Armington Capital,  on Risk, Sentiment, and Why Courage Matters When Markets Feel Easy (recorded 01/28/26)

In this episode of The Bull of Wall Street, Talley Léger welcomes a longtime colleague and market veteran, Jared Dillian, editor of The Daily Dirt Nap, founder of Armington Capital, and an author of s...

28 Tammi 53min

#57 – Scott Helfstein, Global X Global Head of Investments on Geopolitics, AI, and the New “Automation Age” (recorded 01/21/26)

#57 – Scott Helfstein, Global X Global Head of Investments on Geopolitics, AI, and the New “Automation Age” (recorded 01/21/26)

In this episode of The Bull of Wall Street, Jim Worden is joined by co-host Talley Leger and guest Scott Helfstein, Global Head of Investments at Global X. Scott brings a rare blend of experience acro...

21 Tammi 58min

#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)

#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)

In this episode of The Bull of Wall Street, Jimmy Lee, Jim Worden and Talley Leger are joined by Bob Pisani, legendary CNBC Stocks Correspondent, for a wide-ranging and deeply reflective conversation ...

12 Tammi 46min

#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)

#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)

In this episode of The Bull of Wall Street, Jim Worden sits down with Stephanie Aliaga, Global Market Strategist at J.P. Morgan, to kick off 2026 with a clear-eyed view of where the global economy and...

12 Tammi 48min

#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)

#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)

In this episode, Phillip "Felipe" Toews, author of The Behavioral Portfolio and a long-time advocate for risk-aware investing, joins Jim Worden and Paisley Nardini for a deep, historically grounded co...

23 Joulu 20251h 2min

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