The Bull of Wall Street

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 breaks down why the reality of technologies like AI, robotics, energy storage, multi-omics, and blockchain is here now, even as investors remain scarred by past manias. Cathie also dives into enterpri...

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 why this bull market may actually still be in its early stages, how policy has been historically tight beneath the surface, and why easing could unlock a broadening beyond the mega-cap names. He also...

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 markets, and why pairing returns with real-world impact can be a durable edge. James shares how Ethos uses a global network of locally based analysts and BYU Pathway graduates to uncover under-covered oppo...

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 fundamentals, informs risk management, and shapes portfolio strategy. Katie shares the story behind launching the Fairlead Tactical Sector ETF (TACK) and how she applies a systematic, long-term approach...

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 supercycles. From creating one of the first hedge-fund-replication ETFs to building a new generation of active, rules-based products, Adam shares insights into how investors can capture the infrastruc...

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 the difference between trend strategies and momentum approaches, and how stock-level trend following may help reduce correlation, improve tax efficiency, and enhance the overall client experience withou...

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-suite, including leading American General Securities and Mutual Service Corporation, and serving as Managing Director and Divisional President at LPL Financial—helping steer it to become the largest indep...

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 the layers of AI (infrastructure, models, and applications), where the real opportunities lie, and why even trillion-dollar narratives need perspective. The conversation explores the speed of disruption...

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 UNLV faculty member, to explore how proteomics is changing cancer treatment. Then Dr. Thomas Dayspring, one of the world’s foremost educators on lipids and mentor to Dr. Peter Attia, explains why card...

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 to the world’s second-largest economy? KraneShares CEO Jonathan Krane argues China is behaving like a distinct asset class—and many portfolios aren’t built for it.   What you’ll learn: Why...

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 Report provides research to his clients that includes financial advisors.  He currently likes some asset classes that present both attractive charts and value.  Don’t miss Fred and Talley discuss curr...

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 a combination of knowledge and great communication skills.  Listen to our gang and Meb discuss why certain investment strategies are ripping today and some are not.  He likes being diversified right n...

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 about how deleveraging can affect certain products out there.   It’s an important interview to get all investors to pay attention to risk.  Carley points out how all of the money that has been created...

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 growth credit to the best VC-backed technology companies in North America. He was Director of U.S. Public Fixed Income at Sun Life Financial.  Prior to Sun Life, Zack was a corporate bond and credit defau...

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 international markets and recognized early the transformative potential of gold investing, emerging markets, ETFs and digital assets. Today, the firm’s capabilities range from core investment opportunities to...

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 why.  We explore the do it your self investor and if they have changed based on demographics.  He has written books about how to pick an advisor and provides great insight about investor’s with his man...

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, Ed shares with Jim and Paisley what their research shows that is forming his current views.  It’s a great listen on how the economy may shift and the markets may react.

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, Ai, Bitcoin, and more with Mike.   It’s a must listen to hear from one of the industries most celebrated investors among the hedge fund followers.  We also discuss the passive vs. active debate but in...

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 business today.  Questions such as how do we power the AI revolution and what technologies will be the critical drivers of the evolution in energy are discussed.  The rapid change in how energy and power a...

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 quantitative analysis.  As AQR’s investment strategies have taken off targeting high net worth investors Cliff talks about the innovation that has helped their company take the lead in working with invest...

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?  Recession- yes, no or something else?  What sectors might perform better than others in this environment?  What about the Mag 7- is it still a good strategy?  What about bonds?  Join us in this di...

Anh and Jimmy talk about how she began her career as an attorney then transitioned into financial planning at Goldman Sachs before starting her entrepreneurial journey founding Sagemint Wealth.  What you will learn from this conversation is how Anh acquired an advisory business and integrated the clients into her practice.  We also discuss being a female and minority executive in finance, her pare...

Listen to Jimmy interview Marc about what every independent financial advisor wants to know- what is LPL Financial’s vision and plan for the future of independent advice.  They discuss the Commonwealth acquisition, different affiliation opportunities with LPL, private equity, what the industry could look like in 10 years, and how advisors need to position themselves for the unprecedented transitio...

The hits go on with Jason Hsu discussing international markets, US debt downgrade, tariffs and much more with Paisley and Jim.  Jason provides a great perspective on why the U.S. cannot pay off our debt and why our companies get labor overseas.  You don’t want to miss this very informative macro conversation!

Paisley and Jim talk with John about everything Alts.  John explains that CAIA’s goal is to make alternatives not alternative and more a standard.  The total portfolio approach (TPA) started  with researching and incorporating hedge funds many years ago and now includes all flavors of private investments.  As alts have exploded advisors can benefit by listening to John about optimizing the portfol...