The Bull of Wall Street

Inflation

Economic Indicators

Sector Rotation

Investment Strategies

Female Representation In Finance

Equity Strategy

Labor Market

Federal Reserve

Productivity Growth

Bitcoin

Interest Rates

United States

China

Market Flexibility

Monetary Policy

Market Forecasting

AI Technology

Stock Market

DWS

Taiwan

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

20 ratings

Publishes	Weekly	Episodes	55	Founded	a year ago
Number of Listeners		Categories	Business NewsNews

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Latest Episodes

#56 – Bob Pisani, CNBC Stocks Correspondent (Ret.) on Markets, Media, and the Biggest Investing Mistakes He’s Seen in 35 Years (recorded 01/12/25)

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... more

12 Jan 2026 • 46 min

#55 – Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management on 2026 Market Outlook, Global Growth, and What Could Break the Cycle (recorded 01/06/25)

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 oppor... more

12 Jan 2026 • 48 min

#54 – Phillip "Felipe' Toews - Author & Founder/CEO of Toews Asset Management on The Behavioral Portfolio, Long-Duration Risk, and Why the 60/40 Model Breaks When History Matters (recorded 12/15/25)

In this episode, Phillip "Felipe" Toews, author of The Behavioral Portfolio and a long-time advocate for risk-aware investing, joins Jim Worden and Paisley Nardini for a deep, historically grounded conversation on why conventional portfolio construct... more

23 Dec 2025 • 1 hr 2 min

#53 – Ron Baron and Michael Baron of Baron Capital on Long-Term Ownership, Conviction Investing, and Building Generational Wealth (recorded 12/10/25)

#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 ... more

10 Dec 2025 • 41 min

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Recent Guests

Bob Pisani

Retired CNBC Stocks Correspondent, with 35 years of experience covering financial markets

Episode: #56 – Bob Pisani, CNBC Stocks Correspondent (Ret.) on Markets, Media, and the Biggest Investing Mistakes He’s Seen in 35 Years (recorded 01/12/25)

Phillip "Felipe" Toews

Author & Founder/CEO of Toews Asset Management

Toews Asset Management

Episode: #54 – Phillip "Felipe' Toews - Author & Founder/CEO of Toews Asset Management on The Behavioral Portfolio, Long-Duration Risk, and Why the 60/40 Model Breaks When History Matters (recorded 12/15/25)

Julius de Kempenaer

Creator of Relative Rotation Graphs

Episode: #52 – Julius de Kempenaer, creator of Relative Rotation Graphs on Relative Rotation Graphs, Sector Rotation Intelligence, and Why Momentum Still Rules the Markets

Rebecca Patterson

Senior Fellow at the Council on Foreign Relations

Council on Foreign Relations

Episode: #51 – Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, on the “Jenga Tower Economy,” Policy Volatility, and What Could Shake Markets in 2025 (recorded 11/24/25)

Cathie Wood

Founder and CEO of ARK Investment Management

ARK Investment Management

Episode: #50 – ARK Investment Management's Founder & CEO Cathie Wood on AI, Robotics, and the Next 10 Years of Disruption (recorded 11/19/25)

Jim Paulsen

Economist and former Chief Investment Strategist

Episode: #49 – Author and former chief investment strategist Jim Paulsen on Early-Cycle Signals, Pessimistic Sentiment, and Why This Bull Market May Be Younger Than It Looks (recorded 11/17/25)

James Fletcher

Founder and Chief Investment Officer for Ethos Investment Management

Ethos Investment Management

Episode: #48 - Ethos Investment Management founder & CIO James Fletcher on Emerging Markets, Boots-on-the-Ground Alpha, and Building the Next Generation of Investors (recorded 11/10/25)

Katie Stockton

Founder of Fairlead Strategies and a prominent technical analyst

Fairlead Strategies

Episode: #47 - Fairlead Strategies founder and technical strategist Katie Stockton on Technical Analysis, Trend Discipline, and Building a Risk-Aware ETF (recorded 11/03/25)

Adam Patti

CEO and Co-Founder of VistaShares

VistaShares

Episode: #46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle

Hosts

Jim Worden

Chief Investment Officer and Co-host, providing expertise in investment strategies and market analysis.

Tally Léger

Chief Market Strategist and Co-host, specializing in market trends and investment strategy.

Jimmy Lee

CEO and Co-host, focusing on financial advising and investment insights.

Reviews

5.0 out of 5 stars from 20 ratings

Love the Podcast!
Great listen, look forward to more episodes!
Apple Podcasts
5
MylesNazem
United Statesa year ago
Great guests and conversation
Keep up the good work! Well done for your first podcast.
Apple Podcasts
5
TSauriol
United Statesa year ago

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Listeners Say

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

Many enjoy the balance of informative content and entertainment, making it a compelling listen.

Listeners appreciate the engaging conversations and valuable insights provided by knowledgeable hosts.

The podcast is praised for featuring reputable guests from the finance sector, enhancing its credibility.

Chart Rankings

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

Apple Podcasts	#137	Mexico/News/Business News
Apple Podcasts	#171	Norway/News/Business News
Apple Podcasts	#171	Sweden/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

#56 – Bob Pisani, CNBC Stocks Correspondent (Ret.) on Markets, Media, and the Biggest Investing Mistakes He’s Seen in 35 Years (recorded 01/12/25)

Q: How should advisors balance staying informed on the media cycle while avoiding noise?

Advisors should stay informed but train their clients not to react impulsively to every market report, emphasizing long-term strategies over frequent trading.

#56 – Bob Pisani, CNBC Stocks Correspondent (Ret.) on Markets, Media, and the Biggest Investing Mistakes He’s Seen in 35 Years (recorded 01/12/25)

Q: What are the pitfalls that people fall into the most in terms of biases?

People are often affected by biases that cloud their predictions, making it difficult to forecast market movements accurately. Factors include biases like recency bias, overconfidence, and a lack of complete information.

#55 – Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management on 2026 Market Outlook, Global Growth, and What Could Break the Cycle (recorded 01/06/25)

Q: What impact does AI have on different sectors of the economy?

AI is becoming increasingly integral across various industries, not limited to tech firms, influencing investment and economic growth, while also driving new efficiencies and diversification within portfolios. Early-stage users in sectors like healthcare and finance are expected to see substantial growth.

#55 – Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management on 2026 Market Outlook, Global Growth, and What Could Break the Cycle (recorded 01/06/25)

Q: Is consumer sentiment a reliable measure of economic conditions?

No, consumer sentiment can be misleading as there is a disconnect between how individuals feel about the economy and their actual spending behavior; significant household wealth creation has improved consumer willingness to spend despite negative sentiment overall.

#55 – Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management on 2026 Market Outlook, Global Growth, and What Could Break the Cycle (recorded 01/06/25)

Q: What is JP. Morgan's outlook for the market and the economy for 2026?

JP Morgan believes that 2026 is starting from a constructive spot with resilient consumers and investment spending driven by AI likely to power various sectors. Unlike prior years of market concentration, there is a broader economic pick-up expected.

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?

Focused on the interests of financial advisors and investors, discussions revolve around markets, economic strategies, financial planning, and taxes. The show features expert insights on both current trends and future projections in the finance sector. Engaging conversations with successful investors, economists, and industry experts provide listeners with valuable knowledge and strategies that can be applied in their own practices or personal investments. A unique element is the blend of informational content with entertainment value, designed to both inform and engage listeners within the financial advisory sphere.

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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. The Meb Faber Show - Better Investing
2. Monetary Matters with Jack Farley
3. The Compound and Friends
4. Thoughtful Money with Adam Taggart
5. Macro Voices

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

The Bull of Wall Street launched a year ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Bull of Wall Street?

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What guests have appeared on The Bull of Wall Street?

Recent guests on The Bull of Wall Street include:

1. Bob Pisani
2. Phillip "Felipe" Toews
3. Julius de Kempenaer
4. Rebecca Patterson
5. Cathie Wood
6. Jim Paulsen
7. James Fletcher
8. Katie Stockton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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