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The Bull of Wall Street

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
Taiwan
DWS

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

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... more

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 a... more

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 applic... more

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 ... more

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Recent Guests

Ashim Mehra
Portfolio Manager for the Baron Technology Fund
Baron Capital
Episode: #43 - Ashim Mehra on AI’s Frenetic Pace, Bubbles vs. Manias, and the Next Wave of Disruption (recorded 09/29/25)
Fred Meissner
President of The Fred Report with extensive experience in technical analysis.
The Fred Report
Episode: #39 - Fred Meissner, CMT- Owner of the Fred Report (recorded 08/25/25)
Meb Faber
CEO, Co-Founder and CIO of Cambria Investment Management, author, speaker, and podcast host of The Meb Faber Show
Cambria Investment Management
Episode: #38 - Meb Faber, CEO, Co-Founder and CIO of Cambria Investment Management, author, speaker, and podcast host The Meb Faber Show (recorded 08/18/25)
Zack Ellison
Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC
Applied Real Intelligence, LLC
Episode: #36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)
Jan van Eck
CEO of VanEck, a $130 billion asset manager
VanEck
Episode: #35 - Jan van Eck, CEO, VanEck (recorded 07/28/25)
Ed Clissold
Chief U.S. Strategist at Ned Davis Research
Ned Davis Research
Episode: #33 - Ed Clisshold, CFA, Chief U.S. Strategist, Ned Davis Research (recorded 7/14/25)
Mike Green
Portfolio Manager and Chief Strategist at Simplify Asset Management
Simplify Asset Management
Episode: #32 Mike Green - Portfolio Manager and Chief Strategist, Simplify Asset Management (recorded 07/07/25)
Cliff Asness
Co-founder and Chief Investment Officer at AQR Capital Management
AQR Capital Management
Episode: #30 - Cliff Asness, Managing and Founding Principal, AQR Capital Management (recorded 06/23/25
Adam Parker
CEO and Founder of Trivariate Research, former Chief US Equity Strategist at Morgan Stanley
Trivariate Research
Episode: #22 - Adam Parker, CEO and Founder, Trivariate Research, former Chief US Equity Strategist and Global Director of Quantitative Research, Morgan Stanley and Sanford C. Bernstein (recorded 04/14/25)

Hosts

Jimmy Lee
CEO and Founder of The Wealth Consulting Group, Co-host
Jim Worden
Chief Investment Officer of The Wealth Consulting Group

Reviews

5.0 out of 5 stars from 18 ratings
  • Love the Podcast!

    Great listen, look forward to more episodes!

    Apple Podcasts
    5
    MylesNazem
    United States10 months ago
  • Great guests and conversation

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

    Apple Podcasts
    5
    TSauriol
    United Statesa year ago

Listeners Say

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

Listeners appreciate the show's educational content and insightful discussions with expert guests.
Audience members enjoy the depth of market analysis and the professional perspectives shared in each episode.
Fans highlight the show's relevance to current market trends and economic forecasts.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

#35 - Jan van Eck, CEO, VanEck (recorded 07/28/25)
Q: What do you see as the major trends right now in the investment landscape?
Jan discusses the rise of India, the impact of AI on corporate profitability, and macroeconomic trends like the federal budget deficit and cryptocurrencies.
#36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)
Q: What does it mean to use venture debt as an asset class?
Venture debt provides high income with potential equity kickers, and can be seen as an alternative private credit product.
#36- Zack Ellison, MBA, MS, CFA, CAIA, Managing General Partner and Chief Investment Officer of Applied Real Intelligence, LLC (A.R.I.) (recorded 08/04/25)
Q: How do you assess the creditworthiness of these young companies?
Zack emphasizes the importance of macro factors, market size, competitive dynamics, and the strength of the team, particularly in early-stage companies.
#37 - Carley Garner, DeCarley Trading (division of Zander) Senior Commodity Strategist, Broker, Author, Columnist (recorded 08/11/25)
Q: What do you think? I mean, it's been kind of a wild year.
Garner points out that there are two stories playing out in the market: while indices appear strong driven by a few companies, many others are still struggling due to higher rates and inflation.
#37 - Carley Garner, DeCarley Trading (division of Zander) Senior Commodity Strategist, Broker, Author, Columnist (recorded 08/11/25)
Q: Carley, if you could maybe kind of start us off with your journey?
Carley shares that she graduated magna cum laude with degrees in accounting and finance and got into commodities by chance, as it seemed interesting at the time.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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?

Discussions focus heavily on topics relevant to financial advisors and investors, including market dynamics, economic trends, and investment strategies. Noteworthy episodes explore themes such as passive versus active investing, the significance of renewable energy in the current economic climate, and the implications of technological advancements like AI on investment management. Unique moments feature expert guests sharing insights from their extensive industry experiences, providing listeners with a depth of information on financial planning, market volatility, and risk management. The podcast appears to prioritize educational content aimed at assisting finance professionals in navigating complex market environments and understanding inn... more

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Which podcasts are similar to The Bull of Wall Street?

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1. Facts vs Feelings with Ryan Detrick & Sonu Varghese
2. Animal Spirits Podcast
3. The Reason Interview With Nick Gillespie
4. The Rational Reminder Podcast
5. The Journal.

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

The Bull of Wall Street launched a year ago and published 44 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. Ashim Mehra
2. Fred Meissner
3. Meb Faber
4. Zack Ellison
5. Jan van Eck
6. Ed Clissold
7. Mike Green
8. Cliff Asness

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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