The Bull of Wall Street

Inflation

Economic Indicators

Sector Rotation

Female Representation In Finance

Equity Strategy

Investment Strategies

Labor Market

Federal Reserve

Productivity Growth

Bitcoin

Interest Rates

United States

China

Market Flexibility

Monetary Policy

AI Technology

Market Forecasting

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

21 ratings

Publishes	Weekly	Episodes	67	Founded	a year ago
Number of Listeners		Categories	NewsBusiness News

Listen to this Podcast

Guests Hosts Reviews Charts Talking Points

Latest Episodes

#68 - Sam Ro, Founder of TKer: Why Markets Climb the Wall of Worry and How Advisors Can Help Clients Stay Invested (recorded 04/01/25)

In this episode of The Bull of Wall Street, Jimmy Lee and Talley Leger sit down with Sam Ro, founder of Tker and an award-winning financial newsletter writer, for a wide-ranging conversation on market behavior, investor psychology, and the importance... more

1 Apr 2026 • 1 hr 3 min

#67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)

In this episode of The Bull of Wall Street, Talley Leger is joined by Dave Mazza, Chief Executive Officer of Roundhill Investments, for a discussion on markets, ETFs, portfolio construction, and how investors may think about diversification in the cu... more

25 Mar 2026 • 56 min

#66 - Dan Gallagher, Technology Columnist, Heard on the Street, The Wall Street Journal: AI Infrastructure, Software Disruption, and the Next Phase of Tech (recorded 03/20/26)

In this episode of The Bull of Wall Street, Jim Worden speaks with Dan Gallagher, Technology Columnist for Heard on the Street at The Wall Street Journal, about the current state of the technology sector and the forces shaping markets today.

Dan sha... more

20 Mar 2026 • 54 min

#65 Allison Bonds Mazza, Head of US Wealth at State Street, and James Seyffart, Senior Research Analyst at Bloomberg Intelligence (recorded 03/17/26)

This special live episode of The Bull of Wall Street was recorded at the VettaFi Exchange 26 conference in Las Vegas NV, bringing together industry leaders for a real-time discussion on ETFs, market structure, and the evolving role of advisors.

Jim ... more

17 Mar 2026 • 59 min

Key Facts

Accepts Guests

Contact Information

Podcast Host

Number of Listeners

Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Compound and FriendsThe Compound

The Master Investor Podcast with Wilfred FrostParadine Productions

Animal Spirits PodcastThe Compound

The Real Eisman PlaybookSteve Eisman

RiskReversal PodRiskReversal Media

Recent Guests

Dave Mazza

CEO of Roundhill Investments

Roundhill Investments

Episode: #67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)

Dan Gallagher

Technology Columnist for Heard on the Street, Wall Street Journal

The Wall Street Journal

Episode: #66 - Dan Gallagher, Technology Columnist, Heard on the Street, The Wall Street Journal: AI Infrastructure, Software Disruption, and the Next Phase of Tech (recorded 03/20/26)

James Seyffart

Senior Research Analyst

Bloomberg Intelligence

Episode: #65 Allison Bonds Mazza, Head of US Wealth at State Street, and James Seyffart, Senior Research Analyst at Bloomberg Intelligence (recorded 03/17/26)

Michael Taylor

Portfolio Manager at Simplify Asset Management

Simplify Asset Management

Episode: #64 - Michael Taylor, Portfolio Manager at Simplify Asset Management: Healthcare Innovation, GLP-1 Competition, and the Future of Markets (recorded 03/11/26)

John O'Connor

CEO and Chairman of JH Whitney; expert on geopolitics and national security investment

JH Whitney

Episode: #63 - Geopolitics, Critical Technologies, and Industrial Reshoring with John O’Connor, CEO and Chairman, J.H. Whitney (recorded 03/04/26)

Frank Cappelleri

Founder of CappThesis

CappThesis

Episode: #61 - Technical Analysis, Trend Following, and Risk Management with Frank Cappelleri, Founder, CappThesis (recorded 02/11/26)

Shannon Saccocia

Chief Investment Officer for Wealth at Neuberger Berman

Neuberger Berman

Episode: #60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)

Ken Van Leeuwen

Managing Director of Van Leeuwen & Company

Van Leeuwen & Company

Episode: #59 - Building a High-Value Advisory Practice with Ken Van Leeuwen, Managing Director of Van Leeuwen & Company: Planning Fees, Team Design, and Succession (recorded 02/03/26)

Jared Dillian

Founder and principal of Armington Capital, editor of The Daily Dirt Nap, and former trader.

Armington Capital

Episode: #58 - Jared Dillian, founder of Armington Capital, on Risk, Sentiment, and Why Courage Matters When Markets Feel Easy (recorded 01/28/26)

Hosts

Jim Worden

CIO at The Wealth Consulting Group; host with deep investment and portfolio management experience

Tally Léger

Chief Market Strategist; leads discussions on market dynamics and technical analysis

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 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

Embed These Reviews on a Website

Listeners Say

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

Valuable perspectives on AI and strategy beyond surface-level market chatter.

Hosts ask thoughtful questions and keep discussions focused on client outcomes.

Engaging conversations with practical takeaways for advisors.

Strong guest mix; high-quality market insights and actionable ideas.

Chart Rankings

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

Apple Podcasts	#240	United Kingdom/News/Business News
Apple Podcasts	#38	Hong Kong/News/Business News
Apple Podcasts	#235	Hong Kong/News

Talking Points

Recent interactions between the hosts and their guests.

#67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)

Q: What separates Roundhill from other ETF issuers when winning shelf space with RIAs like The Wealth Consulting Group?

Dave Mazza explains that Roundhill differentiates through a product-first approach, focusing on thematics and niche strategies that meet specific investor objectives, combined with unique wrappers and innovative structures that deliver tangible outcomes, rather than relying on traditional distribution.

#60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)

Q: What do you think are the main mistakes clients make in their investments?

Shannon explains that both institutional and retail clients sometimes make errors in perception following periods of extraordinary returns and underscores the importance of diversification.

#60 - Portfolio Construction in an Era of Innovation with Shannon Saccocia, Chief Investment Officer for Wealth, Neuberger Berman (recorded 02/04/26)

Q: What do you think about creating an optimal portfolio?

Shannon discusses that with underlying fundamental economic momentum, risk assets can perform well and outlines the importance of diversifying away from concentrated sectors, particularly AI.

#59 - Building a High-Value Advisory Practice with Ken Van Leeuwen, Managing Director of Van Leeuwen & Company: Planning Fees, Team Design, and Succession (recorded 02/03/26)

Q: What would you tell your 25-year-old Ken with all this wisdom you've got now?

Younger Ken should not be afraid to ask for things, understand that tough times will pass, and focus on getting to know clients beyond just business meetings.

#59 - Building a High-Value Advisory Practice with Ken Van Leeuwen, Managing Director of Van Leeuwen & Company: Planning Fees, Team Design, and Succession (recorded 02/03/26)

Q: Can you tell us about your team, how it's made up today?

Ken discusses the structure of his team, emphasizing that they follow the Entrepreneurial Operating System (EOS) model, and he details the various roles his team members play to manage the business effectively.

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?

The show centers on markets, investing strategies, and advisor-focused insights, with frequent deep-dives into ETFs, portfolio construction, and macro drivers like AI, policy, and geopolitics. Guests range from ETF and market analysts to portfolio managers and strategists, offering actionable ideas for financial advisors and serious investors. Unique angles include democratizing access to advanced strategies, exploring fee dynamics, and tying technology and AI to investment decision-making, all through a practitioner lens geared toward client conversations, pricing power, and long-term outcomes.

Where can I find podcast stats for The Bull of Wall Street?

Rephonic provides a wide range of podcast stats for The Bull of Wall Street. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Bull of Wall Street and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Bull of Wall Street get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Bull of Wall Street, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Bull of Wall Street?

Rephonic provides comprehensive predictive audience data for The Bull of Wall Street, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Bull of Wall Street have?

To see how many followers or subscribers The Bull of Wall Street has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Bull of Wall Street?

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

1. The Compound and Friends
2. The Master Investor Podcast with Wilfred Frost
3. Animal Spirits Podcast
4. The Real Eisman Playbook
5. RiskReversal Pod

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

The Bull of Wall Street launched a year ago and published 67 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Bull of Wall Street?

Rephonic pulls ratings and reviews for The Bull of Wall Street from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Bull of Wall Street?

Rephonic provides full transcripts for episodes of The Bull of Wall Street. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Bull of Wall Street?

Recent guests on The Bull of Wall Street include:

1. Dave Mazza
2. Dan Gallagher
3. James Seyffart
4. Michael Taylor
5. John O'Connor
6. Frank Cappelleri
7. Shannon Saccocia
8. Ken Van Leeuwen

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.

Try it free for 7 days