The Bull of Wall Street

In this episode, we talk about trade finance and the implications of tariffs. We talk about litigation finance, what it is and how it works. We talk about making some royalty income from streaming Elvis Presley. We talk about how Variant has a pulse on small business and may have a better read on the economy and the probability of a recession than large top-down macro shops. Finally, we talk about...

Jim and Talley discuss markets and the economy.  They express their views and why they think we are in the middle of another buying opportunity.  Contrarian to the current consensus they depart from the “recession is near” ideology being discussed by many popular economists and suggest that while the economy is slowing that the US may avoid entering into the big R.  Even if the US slipped into rec...

Adam joins Talley and Jimmy to discuss his views on the markets, entrepreneurship, the economy, and how he sees the rest of 2025 unfolding.

Bob joins the pod to discuss alts, macro, geo-politics, tariffs, tech, and what he learned at Bridgewater.  His new company is using machine learning to bring 2&20 type strategies to Main Street.

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 investors, markets, inflation and how to allocate your money right now!  Don’t miss this rich interview with another powerhouse industry veteran.

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 advice industry that you need to pay attention to as an advisor.  Toby and Ian are experts within the financial advisor space and great to follow for breaking news and relevant information.

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 correction.  Listen and watch to all four of them as they see opportunities rather than a steep further decline.

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 come true in a male dominated industry.  They explore topics that range from being a leader to innovating new products.  Don’t miss this one!

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 the views of one of the most profound minds on Wall Street at a time when everyone is wondering if we are entering into a recession or in middle of an economic expansion.

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 career.  In this episode we go into some interesting topics such as closing the wealth gap in the United States, a view from the top of the asset management arm of the largest bank, work from home and...

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-founder of Thornburg and starting this type of business in Santa Fe, NM over 40 yrs ago was not typical. It’s great to hear how being an entrepreneur in this industry can be so challenging but worth it...

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 achieve positive outcomes!  Daniel’s ideas can be used right away to help shape how you approach each conversation with your clients and prospects.

We talk with Jeff about his journey as a founder of one of the fastest growing asset management businesses and beginning with a seed investment from Y Combinator, innovation with investment strategies that have come to market using options such as buffered ETF's, the future of investment management, and becoming a standup comedian.  Don't miss this interview with one of the smartest and funny peop...

Peter Tuchman brings his energy to tell stories of trading at the NYSE and how it has changed during the last 40 years.  Mr. Tuchman has been working at the NYSE since 1985 beginning as a teletypist and then getting a seat at the famous exchange.  He is passionate about teaching young investors how to trade through his academy.  He is a symbol for the NYSE and the great American success story.  Do...

In this episode we talk with Sébastien about his new book, “The Psychology of Leadership”, how his team works together to make their allocation decisions, why opposing views are healthy, and exercising every day for 10 years!  Don’t miss this fascinating conversation with one of Wall Street’s most interesting people.

This interview is with our own investment strategy committee leaders Jim Worden, CFA, CAIA, and CIO, Talley Léger, Chief Market Strategist, and Paisley Nardini, CFA, CAIA. We talk about their background, WCG’s investment process, markets, and working with advisors. We highlight working with outside consultants so we can incorporate the best of the best into our process.

We talk with Matt about everything crypto!  Blockchain, Bitcoin, NFT’s, Satoshi, and more!  An episode advisors don’t want to miss.

Russ Koesterich, CFA, Managing Director, Former Chief Investment Strategist and Head of Model Portfolio Solutions and currently in charge of an approximately $50 billion model portfolio franchise for Blackrock, gives us his perspective from the world’s largest asset manager. Russ provides unique insight for both the economy and the markets from the head chair of one of the world’s biggest portfoli...

In this episode with one of the most prominent females in finance, we discuss with Gina how to better support women in this industry as well as all employees.  Also included in our discussion is Gina’s outlook on interest rates, markets, inflation, stock prices, sectors, and the Florida Gators.  Bloomberg Intelligence is leading the way in research so you don’t want to miss this episode!

On this episode we talk with Jim Paulsen, a prominent economist and market forecaster, about why it’s “almost always” different.  This is a fascinating interview about why the Fed has been so wrong and explains why we are in a bull market.

Libby Cantrell, head of U.S. public policy and a Managing Director in Pimco's portfolio management group, shares her insights on what to expect from the new administration come Jan. 20th and beyond.

John O’Connor and Allen Parker of JH Whitney discuss geopolitics, geostrategy, entanglement risk, and much more.

Neil Dutta, Head of Economics and Partner, Renaissance Macro Research, discusses why the normal economic analysis was so wrong and his cautiousness at the moment with employment looking a bit soft.   Jim and Talley suggest that this bull market has room to run with Neil providing insight into the Treasury secretary pick and the animal spirits investors are showing as the result of the Trump victor...

Special guests Dan Ives, legendary tech analyst, and Ryan Detrick join the pod. In this episode recorded on 11/11/24, we discuss the markets, tech, Springfield, Ohio, selfies and Penn State with our guests.  Ryan Detrick, Chief Market Strategist for the Carson Group, talks about his use of data and seasonality of the markets.  Dan Ives, Global Head of Technology Research for Wedbush Securities, te...