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Artwork for The Bull of Wall Street

The Bull of Wall Street

The Bull of Wall Street
Artificial Intelligence
Inflation
Etfs
Technical Analysis
China
Investment Strategies
Risk Management
Federal Reserve
Sector Rotation
Behavioral Finance
Economic Indicators
Bitcoin
Lipids
Investment Management
Labor Market
Wall Street
Interest Rates
S&P 500
Cancer Treatment
Atherosclerosis

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. Th... more

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Artwork for The Bull of Wall Street

Latest Episodes

In episode 81, hosts Talley Leger and Jim Worden of The Wealth Consulting Group welcome Hardika Singh, economics strategist at Fundstrat and a former Wall Street Journal and Bloomberg reporter, for a wide-ranging conversation. The group discusses how... more

In this episode of The Bull of Wall Street, Talley Leger and Jim Worden welcome Jonathan Golub, Chief Equity Strategist at Seaport Research Partners, for a discussion on artificial intelligence, corporate earnings, valuations, interest rates, market ... more

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Dr. Joseph Coughlin and John Diehl: Longevity, Aging, and the Future of Financial AdviceSummary

In this episode of The Bull of Wall Street, Jimmy Lee sits down with Dr. Joseph Coughlin, Founder and Director of the MIT AgeLab, and John Diehl, Senior ... more

In this episode of The Bull of Wall Street, Jim Worden and Talley Leger sit down with Dave Keller, President and Chief Strategist at Sierra Alpha Research, to explore how technical analysis, behavioral finance, fundamentals, and macroeconomic researc... more

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Recent Guests

John Diehl
Senior Vice President of Applied Insights for Hartford Funds
Hartford Funds
Episode: #79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)
Dr. Joseph Coughlin
Director of the MIT AgeLab
MIT AgeLab
Episode: #79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)
David Keller
President and Chief Strategist of Sierra Alpha Research
Sierra Alpha Research
Episode: #78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)
Andrew Beer
Co-founder of Dynamic Beta Investments (DBI)
Dynamic Beta Investments
Episode: #77 - Andrew Beer, Dynamic Beta Investments Co-Founder: Managed Futures, Liquid Alternatives & Smarter Diversification (recorded 07/22/26)
Lou Basenese
Prolific investor and host of The Big Skinny podcast
Prairie Operating Co (EVP) and investor
Episode: #76 - AI, Innovation, Semiconductors, and the Next Wave of Market Leadership with EVP of Prairie Operating Co and host of The Big Skinny podcast Lou Basenese (recorded 07/08/26)
David Dziekanski
Founder and CEO of Quantify Funds
Quantify Funds
Episode: #75 - David Dziekanski, Founder and CEO of Quantify Funds: Return Stacking, ETF Innovation, and the Case for Scarcity Assets (recorded 06/11/26)
Matt Enyedi
Chief Client Officer at LPL
LPL Financial
Episode: #74 - Matt Enyedi, Chief Client Officer at LPL: Scale, AI, Succession, and the Future of Financial Advice (recorded 06/03/26)
Matt Malone
Head of Investments at Opto
Opto Investments
Episode: #72 - Matt Malone, CFA, Head of Investments at Opto Investments: Private Markets, Private Credit, and the Future of Alternative Investing (recorded 05/20/26)
Michael Hunstad
President of Northern Trust Asset Management
Northern Trust Asset Management
Episode: #71 - Michael Hunstad, President of Northern Trust Asset Management: AI, Factors, and the Future of Investing (recorded 05/07)

Hosts

Jimmy Lee
Host of The Bull of Wall Street
Talley Léger
Chief Market Strategist of The Wealth Consulting Group
Jim Worden
Chief Investment Officer, The Wealth Consulting Group (WCG)

Reviews

5.0 out of 5 stars from 21 ratings
  • Love the Podcast!

    Great listen, look forward to more episodes!

    Apple Podcasts
    5
    MylesNazem
    United States2 years ago
  • Great guests and conversation

    Keep up the good work! Well done for your first podcast.

    Apple Podcasts
    5
    TSauriol
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the practical guidance for advisors and the quality of guest expertise.
Show is praised for its energetic hosts and useful industry perspectives; first episodes set a strong standard.
Positive reception of guests and conversations, with actionable insights highlighted.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

#79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)
Q: What is the core shift in how retirement and aging should be discussed with clients?
Move from a narrow focus on retirement income to a broad longevity planning approach that covers housing, caregiving, transportation, and social connectivity, recognizing that life tomorrow requires a new narrative and infrastructure.
#78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)
Q: What is your morning chart routine to set up the day for decision-making?
I start with a weekly chart of the S&P 500 using a market trend model across long, medium, and short timeframes, then expand to other evidence to see how the picture evolves. This anchors me to the big picture before examining more immediate data and signals.
#78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)
Q: How do you reconcile positive fundamentals with deteriorating technically signals in a market rotation?
Fundamentals and technicals aren't always in conflict; signals can diverge in certain parts of the market. Technicals often lead fundamentals, and rotations can favor sectors showing relative strength even as earnings prospects are debated. Maintain a structured, multi-timeframe view and look for signs of leadership changes rather than trying to predict exact earnings turns.
#74 - Matt Enyedi, Chief Client Officer at LPL: Scale, AI, Succession, and the Future of Financial Advice (recorded 06/03/26)
Q: What does succession planning look like in this evolving landscape?
Succession isn't one-size-fits-all; many advisors want to slow down but stay involved, focusing on mentoring, transferring a client book, and adopting scalable structures to ensure service quality as they transition.
#72 - Matt Malone, CFA, Head of Investments at Opto Investments: Private Markets, Private Credit, and the Future of Alternative Investing (recorded 05/20/26)
Q: How do you address volatility and risk measurement in private markets when traditional public market metrics don't apply as cleanly?
Volatility is a poor proxy for risk in private assets; we focus on loss ratios, leverage, and downside scenarios, and we tailor risk metrics to each asset class because private credit, private equity, and real estate each require different risk lenses.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Bull of Wall Street

What is The Bull of Wall Street about and what kind of topics does it cover?

The show centers on practical guidance for financial advisors and wealth-management professionals, blending macro market analysis with hands-on practice management, technology, and client-service strategies. Conversations frequently cover how AI, data tooling, and scalable processes can improve efficiency and client outcomes, while also addressing cybersecurity, succession planning, and the evolving economics of advisory firms. A distinctive element is the collaboration among a trio of experienced WCG leaders, who interview a rotating roster of industry guests—ranging from ETF and private-markets experts to geopolitical and healthcare-investing specialists—to translate complex topics into actionable insights for advisors and investors. This... more

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Which podcasts are similar to The Bull of Wall Street?

These podcasts share a similar audience with The Bull of Wall Street:

1. Excess Returns
2. The Compound and Friends
3. Monetary Matters with Jack Farley
4. Modern Wisdom
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Bull of Wall Street are there?

The Bull of Wall Street launched 2 years ago and published 80 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Bull of Wall Street?

Recent guests on The Bull of Wall Street include:

1. John Diehl
2. Dr. Joseph Coughlin
3. David Keller
4. Andrew Beer
5. Lou Basenese
6. David Dziekanski
7. Matt Enyedi
8. Matt Malone

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