#45 - Cole Wilcox, CIO, Longboard Asset Management on Stock-Level Trend Following, Real Diversification, and When to Hit the T-Bill Brake (recorded 10/13/25)
Cole Wilcox, Chief Investment Officer at Longboard Asset Management, discusses how to identify investments that may provide true diversification versus those that simply appear to. He also explains th...
13 Okt 20251h 9min
#44 - Andy Kalbaugh, President at The Wealth Consulting Group on the Future of Financial Advisors, Business Succession, and Lessons from a Life in Leadership
Few people have seen the financial advice industry evolve from as many vantage points as Andy Kalbaugh. Before becoming President of The Wealth Consulting Group, Andy spent over 25 years in the C-suit...
1 Okt 202554min
#43 - Ashim Mehra on AI’s Frenetic Pace, Bubbles vs. Manias, and the Next Wave of Disruption (recorded 09/29/25)
From the dot-com era to today’s AI boom, Baron Technology Fund portfolio manager Ashim Mehra has seen innovation cycles up close. In this episode, he joins Jim Worden and Talley Leger to break down th...
29 Sep 20251h 5min
#41 - Dr. Matthew Schwartz, MD and Dr. Thomas Dayspring, MD, FACP, FNLA on Cancer Innovation, Cardiovascular Disease Prevention, and What Everyone Needs to Know (recorded 09/15/25)
Health is wealth, and as advisors the impact we make extends beyond portfolios. In this two-part episode, Jimmy Lee first sits down with his good friend Dr. Matthew Schwartz, radiation oncologist and ...
15 Sep 20251h 43min
#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)
Here's the title and description. Title:Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing Description:Are your clients under-allocated...
8 Sep 202533min
#39 - Fred Meissner, CMT- Owner of the Fred Report (recorded 08/25/25)
Fred and Talley go all in on what’s happening in the markets. As a former President of The Chartered Market Technician Association, Fred combines a macro background to technical analysis. The Fred ...
25 Aug 202553min
#38 - Meb Faber, CEO, Co-Founder and CIO of Cambria Investment Management, author, speaker, and podcast host The Meb Faber Show (recorded 08/18/25)
Meb, Paisley, Jim and Talley riff about surfing, 351 ETF conversions, stock buy backs, shareholder yield, why Mark Cuban is wrong, and much more! Meb is one of the best personalities in finance with ...
18 Aug 20251h 8min
#37 - Carley Garner, DeCarley Trading (division of Zander) Senior Commodity Strategist, Broker, Author, Columnist (recorded 08/11/25)
Carley is a regular in the financial media being interviewed everywhere for her expertise in trading, options, commodities, and the markets. She talks to Jim about how managing risk and her concerns ...
12 Aug 202553min
