The Bull of Wall Street

In this episode of The Bull of Wall Street , Talley Leger, Chief Market Strategist at The Wealth Consulting Group, sits down with David Dziekanski, Founder and CEO of Quantify Funds for a deep dive into ETF innovation, portfolio construction, return stacking, scarcity assets, and the evolving role of alternatives in advisor portfolios.   David explains why many traditional portfolios may be less e...

In this episode of The Bull of Wall Street , Jimmy Lee is joined by WCG President Andy Kalbaugh and special guest Matt Enyedi, Chief Client Officer at LPL Financial, for a timely conversation on the future of the financial advisor profession.   Matt shares his perspective on how advisors can create more capacity by deciding what to automate, eliminate, outsource, and incorporate. The discussion ex...

In episode 73 of The Bull of Wall Street , Jimmy Lee, CEO of The Wealth Consulting Group (WCG) is joined by WCG’s Chief Market Strategist, Talley Leger, and CIO Jim Worden for a wide-ranging conversation on markets, AI, portfolio construction, risk management, and why WCG’s 2026 outlook remains firmly rooted in process.   The discussion explores WCG’s bold S&P 500 target, the importance of dis...

In this episode of The Bull of Wall Street , Talley Leger and Jim Worden sit down with Matt Malone, Head of Investments at Opto, for a practical conversation on private markets, private credit, manager selection, liquidity, and how advisors should think about allocating to alternatives. What You'll Learn • Private markets require a long-term mindset, not a trading mindset. • Private credit is...

In this episode of The Bull of Wall Street , Jim Worden sits down with Michael Hunstad, President of Northern Trust Asset Management, for a conversation on quantitative investing, compensated factors, AI, tokenization, and the future of global capital markets.   Michael shares how his background in mathematics, hedge funds, algorithmic trading, and asset allocation shaped his belief in factor inve...

In this episode of The Bull of Wall Street , Jimmy Lee sits down with Duncan MacPherson, founder and CEO of Pareto Systems, for a practical and thought-provoking conversation about what it really takes to build a great advisory business.   Duncan shares how he got into coaching financial advisors almost by accident, after giving a few simple business development ideas to advisors that produced res...

Jimmy Lee sits down with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, for a conversation about growth, leadership, and building an advisory firm that is designed to serve clients at scale.   Julia shares how her business grew from approximately $25 million in assets after moving to LPL Financial in 2009 to more than $600 million today. She discusses the lessons that...

In this episode of The Bull of Wall Street , Jimmy Lee and Talley Leger sit down with Sam Ro, founder of Tker and an award-winning financial newsletter writer, for a wide-ranging conversation on market behavior, investor psychology, and the importance of long-term perspective.   Sam explains why his work focuses less on daily market noise and more on framing events in the context of longer cycles....

In this episode of The Bull of Wall Street , Talley Leger is joined by Dave Mazza, Chief Executive Officer of Roundhill Investments, for a discussion on markets, ETFs, portfolio construction, and how investors may think about diversification in the current environment.   Drawing on a long professional history together, Talley and Dave revisit the evolution of ETFs from early sector products to tod...

In this episode of The Bull of Wall Street , Jim Worden speaks with Dan Gallagher, Technology Columnist for Heard on the Street at The Wall Street Journal , about the current state of the technology sector and the forces shaping markets today.   Dan shares his long view on the evolution of technology, beginning with the early internet era and the first dot-com cycle, and compares that backdrop wit...

This special live episode of The Bull of Wall Street was recorded at the VettaFi Exchange 26 conference in Las Vegas NV, bringing together industry leaders for a real-time discussion on ETFs, market structure, and the evolving role of advisors.   Jim Worden, CFA, CMT, CAIA, Jimmy Lee, and Talley Leger are joined by Allison Bonds Mazza, CIMA®, CPWA, Head of US Wealth at State Street, and James Seyf...

n this episode of The Bull of Wall Street , Jim Worden and Paisley Nardini are joined by Michael Taylor, Portfolio Manager at Simplify Asset Management. Michael shares his unconventional path from drug discovery scientist to hedge fund manager and now ETF portfolio manager focused on healthcare innovation.   The discussion explores the current state of the healthcare sector, including drug pricing...

In this episode of The Bull of Wall Street , Jimmy Lee is joined by John O’Connor, CEO and Chairman of J.H. Whitney, along with Jim Worden and Talley Leger, for a timely discussion on geopolitics, national security, critical technologies, and the shifting economic framework shaping markets.   John outlines how J.H. Whitney’s work with the U.S. government evolved from advising on strategic competit...

In this episode of The Bull of Wall Street , Jim Worden, CFA®, CMT®, CAIA welcomes Sam Stovall, Chief Investment Strategist at CFRA, for a wide-ranging discussion grounded in market history, sector rotation, earnings trends, and investor behavior.   Sam reflects on his decades in the investment industry, including his time at Standard and Poor’s and CFRA, and shares how studying history has shaped...

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, trend identification, and practical risk management.   Frank shares his background, including early experience alongside technical analysis pioneers and later work with institutional trading desks. He...

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 has evolved alongside innovation, expanded access to private markets, and shifting market conditions. Shannon reflects on her professional journey from early roles in banking and registered investme...

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 management practice over decades.   What you'll learn Ken shares how comprehensive planning became the foundation of his business, why he intentionally charges for advice, and how language, positi...

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 seven books.   Jared and Talley reconnect through shared Lehman-era market scars and use that lens to talk about what investors consistently miss before major dislocations—leverage, liquidity, and conf...

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 across the Federal Reserve, investment banking, academia (West Point), and national security research, then connects the dots to what matters most for markets in 2026.   The conversation moves from geopol...

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 on markets, media, and investor behavior.   Drawing on more than three decades reporting from the floor of the New York Stock Exchange, Bob shares what he’s learned about forecasting, behavioral bia...

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 markets stand, and where the real risks and opportunities may lie.   Stephanie shares J.P. Morgan’s latest thinking on U.S. growth, inflation, interest rates, global divergence, and the key forces sh...

In this episode, Phillip "Felipe" Toews, author of The Behavioral Portfolio a nd a long-time advocate for risk-aware investing, joins Jim Worden and Paisley Nardini for a deep, historically grounded conversation on why conventional portfolio construction often fails investors when it matters most. Drawing on decades of market history, Phillip explains how long-duration bear markets, not...

#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 this episode, Ron Baron, Founder and CEO of Baron Capital, and Michael Baron, Co-President and Portfolio Manager, join The Bull of Wall Street for a wide-ranging conversation on generational wealth,...

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 Talley Leger for a deep dive into how professional investors spot rotation, manage risk, and visualize market leadership before it shows up in price. Julius shares the origin story behind RRG, why institu...

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 Trust, joins Jim Worden and Talley Leger to break down one of the most complicated macro environments of our careers. Rebecca explains why the U.S. economy resembles a “Jenga tower”, still standing, s...