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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Episoder(84)

#53 – Ron Baron and Michael Baron of Baron Capital on Long-Term Ownership, Conviction Investing, and Building Generational Wealth (recorded 12/10/25)

#53 – Ron Baron and Michael Baron of Baron Capital on Long-Term Ownership, Conviction Investing, and Building Generational Wealth (recorded 12/10/25)

#53 – Baron Capital Founder and CEO Ron Baron and Co-President and Portfolio Manager Michael Baron on Long-Term Ownership, Conviction Investing, and Why Great Wealth Is Built by Owning Businesses In t...

10 Des 202541min

#52 – Julius de Kempenaer, creator of Relative Rotation Graphs on Relative Rotation Graphs, Sector Rotation Intelligence, and Why Momentum Still Rules the Markets

#52 – Julius de Kempenaer, creator of Relative Rotation Graphs on Relative Rotation Graphs, Sector Rotation Intelligence, and Why Momentum Still Rules the Markets

In this episode, Julius de Kempenaer, creator of Relative Rotation Graphs (RRG®), CMT charterholder, and one of the most influential technical minds in modern market analysis joins Jim Worden and Tall...

4 Des 20251h 6min

#51 – Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, on the “Jenga Tower Economy,” Policy Volatility, and What Could Shake Markets in 2025 (recorded 11/24/25)

#51 – Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, on the “Jenga Tower Economy,” Policy Volatility, and What Could Shake Markets in 2025 (recorded 11/24/25)

In this episode, Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, and Former Chief Investment Officer at Bessemer ...

24 Nov 202552min

#50 – ARK Investment Management's Founder & CEO Cathie Wood on AI, Robotics, and the Next 10 Years of Disruption (recorded 11/19/25)

#50 – ARK Investment Management's Founder & CEO Cathie Wood on AI, Robotics, and the Next 10 Years of Disruption (recorded 11/19/25)

In this episode, Cathie Wood, CEO and founder of ARK Investment Management joins The Bull of Wall Street to explain why today’s innovation cycle is very different from the late-1990s tech bubble. She ...

19 Nov 202535min

#49 – Author and former chief investment strategist Jim Paulsen on Early-Cycle Signals, Pessimistic Sentiment, and Why This Bull Market May Be Younger Than It Looks (recorded 11/17/25)

#49 – Author and former chief investment strategist Jim Paulsen on Early-Cycle Signals, Pessimistic Sentiment, and Why This Bull Market May Be Younger Than It Looks (recorded 11/17/25)

In this episode, Jim Paulsen, PhD-trained economist and Paulsen Perspectives author, returns to The Bull of Wall Street to decode one of the strangest economic periods in modern history. Jim explains ...

17 Nov 20251h 7min

#48 - Ethos Investment Management founder & CIO James Fletcher on Emerging Markets, Boots-on-the-Ground Alpha, and Building the Next Generation of Investors (recorded 11/10/25)

#48 - Ethos Investment Management founder & CIO James Fletcher on Emerging Markets, Boots-on-the-Ground Alpha, and Building the Next Generation of Investors (recorded 11/10/25)

In this episode, emerging markets specialist and Ethos Investment Management founder James Fletcher joins host Jim Worden to unpack how “Warren Buffett-style” investing can thrive in inefficient marke...

11 Nov 202551min

#47 - Fairlead Strategies founder and technical strategist Katie Stockton on Technical Analysis, Trend Discipline, and Building a Risk-Aware ETF (recorded 11/03/25)

#47 - Fairlead Strategies founder and technical strategist Katie Stockton on Technical Analysis, Trend Discipline, and Building a Risk-Aware ETF (recorded 11/03/25)

In this episode, technical strategist and Fairlead Strategies founder Katie Stockton, CMT, joins hosts Jim Worden and Talley Leger to explore the discipline of technical analysis—how it complements fu...

3 Nov 20251h 2min

#46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle

#46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle

In this episode of The Bull of Wall Street, Jim Worden sits down with Adam Patti, CEO and Co-Founder of VistaShares, to explore how ETFs are evolving in the age of AI, electrification, and innovation ...

27 Okt 202534min

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