#20 - Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Liz Ann joins Talley, Jim and Paisley for a brilliant conversation with one of the most well known strategists in the business. They discuss her beginning in the industry with Marty Zweig, women inve...
31 Mar 20251h 1min
#19 - Ian Wenik, Editor, Citywire RIA at Citywire and Tobias Salinger, Chief Correspondent of Financial Planning at Arizent (recorded 03/17/25)
This is a discussion where we flip the script and interview two outstanding journalists who are always doing the questioning. Listen to this pod to gain insight into what’s going on in the financial a...
17 Mar 20251h 5min
#17- Ryan Detrick, Chief Market Strategist,Sonu Varghese, Ph.D., Global Macro Strategist, both with Carson Group (recorded 3/11/25)
Ryan and Sonu join Talley and Jim live from the Blue Vault Alts Summit in Dallas. They have a great discussion about what may happen in the market next as the S&P 500 is on the brink of an official c...
12 Mar 202546min
#18- Yie-Hsin Hung, President and CEO of State Street Global Advisors, 2025 Barron’s 100 Most Influential Women, 2024 Forbes- The World’s Most Powerful Women, etc. (recorded 3/10/25)
What a honor it was to have Yie-Hsin join Paisley and Jimmy to discuss being an Asian-American and female on Wall Street in the C-Suite. Her story inspires young women and minorities that dreams can ...
10 Mar 202550min
#16 - Dr. Claudia Sahm, Chief Economist, New Century Advisors, Founder of Sahm Consulting (recorded 02/19/25)
Dr. Sahm of the famous Sahm rule is a highly regarded expert on monetary and fiscal policy advising the Federal Reserve, White House and Congress. Jim’s conversation with Claudia provides insight into...
19 Feb 202559min
#15 - Dr. David Kelly - Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Funds (recorded 02/19/25)
Dr. Kelly is one of the most popular economists/market strategists followed by financial advisors. He is also a media darling and has been covered by the tier 1 financial media consistently over his ...
19 Feb 202557min
#14 - Brian McMahon, Vice Chairman and Chief Investment Strategist and Managing Director at Thornburg (recorded 02/11/25)
Brian joins the pod and shares his story of starting a mutual fund company, managing some of the most successful funds in the business, and what he thinks the market will do this year. He is a co-fo...
12 Feb 20251h 6min
#13 - Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, psychologist and author (recorded 02/10/25)
Dr. Crosby talks about his new book “The Soul of Wealth”, why investors fail, how advisors can help, the fascinating aspects of behavioral biases and how financial advisors can help their clients ach...
11 Feb 20251h 4min
