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)

#36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)

#36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)

Zack is a venture debt investment fund manager and podcast host.  He is also an author with a very unique perspective being a part of some of the biggest bond trades of all time.  A.R.I. provides grow...

4 Aug 20251h 38min

#35 - Jan van Eck, CEO, VanEck (recorded 07/28/25)

#35 - Jan van Eck, CEO, VanEck (recorded 07/28/25)

Jan van Eck is the CEO of VanEck, an asset manager that been known since 1955 for identifying investment trends.  VanEck was one of the first U.S. asset managers to offer investors access to internati...

29 Jul 202553min

The Bull of Wall Street #34 - Chuck Jaffe, Journalist, Host of “Moneylife with Chuck Jaffe”

The Bull of Wall Street #34 - Chuck Jaffe, Journalist, Host of “Moneylife with Chuck Jaffe”

Chuck talks to Jim, Talley, and Jimmy about all of his amazing guests he’s had a chance to interview.  He believes that the Fed will not cut rates before the end of this year and gives us his reason w...

22 Jul 20251h 9min

#33 - Ed Clisshold, CFA, Chief U.S. Strategist, Ned Davis Research (recorded 7/14/25)

#33 - Ed Clisshold, CFA, Chief U.S. Strategist, Ned Davis Research (recorded 7/14/25)

Listen to what makes Ed constructive on equities and also what risks he sees that could disrupt this bull market.   As the Chief U.S. Strategist for one of the industry’s most respected research firms...

14 Jul 20251h 9min

#32 Mike Green - Portfolio Manager and Chief Strategist, Simplify Asset Management (recorded 07/07/25)

#32 Mike Green - Portfolio Manager and Chief Strategist, Simplify Asset Management (recorded 07/07/25)

One of the most intellectual discussions with a guest about all things money.  Jim, Talley, and Jimmy have a ball talking about the markets, the “Volmageddon” trade that netted $244m for Thiel Macro, ...

8 Jul 20251h 9min

#31 - Eli Horton, Managing Director, TCW, Portfolio Manager of TCW Transform Systems ETF (recorded 06/30/25)

#31 - Eli Horton, Managing Director, TCW, Portfolio Manager of TCW Transform Systems ETF (recorded 06/30/25)

Jim talks with Eli about the energy transformation happening right now in the United States and abroad.  It’s an informational conversation about one of the most important foundational issues in busin...

30 Jun 202543min

#30 - Cliff Asness, Managing and Founding Principal, AQR Capital Management (recorded 06/23/25

#30 - Cliff Asness, Managing and Founding Principal, AQR Capital Management (recorded 06/23/25

Jim, Talley and Paisley have an insightful conversation with one of the investment and hedge fund industries legends.  Cliff shares his journey as the managing founder of AQR and the evolution of quan...

23 Jun 20251h 9min

 #29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)

#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)

The WCG investment team riff about what's concerning investors and advisors right now.  We discuss tariffs- are they really inflationary?  What about the Fed- what will they do with cuts or no cuts?  ...

11 Jun 202550min

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