#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 Feb 1h 2min
#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 Feb 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)
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 Feb 1h
#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 Jan 53min
#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 Jan 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)
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 Jan 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)
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 Jan 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)
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 Des 20251h 2min
