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 investing and portfolio constructio...
16 Sep 1h 5min
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 literacy, and building a referral-...
3 Sep 56min
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 conversation on practice management for f...
27 Aug 1h 5min
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 competition, and market valuation. T...
19 Aug 44min
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 and Bloomberg reporter, for a ...
12 Aug 50min
#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 artificial intelligence, corpo...
5 Aug 1h 5min
#79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)
Dr. Joseph Coughlin and John Diehl: Longevity, Aging, and the Future of Financial AdviceSummaryIn this episode of The Bull of Wall Street, Jimmy Lee sits down with Dr. Joseph Coughlin, Founder and Dir...
31 Jul 1h 4min
#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 technical analysis, behaviora...
30 Jul 1h
