The Bull of Wall Street

Artificial Intelligence

Inflation

Etfs

China

Technical Analysis

Investment Strategies

Risk Management

Federal Reserve

Sector Rotation

Economic Indicators

Bitcoin

Lipids

Investment Management

Labor Market

Behavioral Finance

Wall Street

Interest Rates

Cancer Treatment

Atherosclerosis

Tariffs

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	76	Founded	2 years ago
Number of Listeners		Categories	NewsBusiness News

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Latest Episodes

#77 - Andrew Beer, Dynamic Beta Investments Co-Founder: Managed Futures, Liquid Alternatives & Smarter Diversification (recorded 07/22/26)

In this episode of The Bull of Wall Street, Paisley Nardini and Jim Worden sit down with Andrew Beer, co-founder of Dynamic Beta Investments (DBI), for a thoughtful discussion on diversification, liquid alternatives, managed futures, and hedge fund r... more

22 Jul 2026 • 1 hr 7 min

#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)

In this episode of The Bull of Wall Street, Talley Leger welcomes innovation investor, podcast host, EVP of Prairie Operating Co, and Fox News Contributor Lou Basenese for an in-depth discussion on geopolitics, AI, semiconductors, market leadership, ... more

9 Jul 2026 • 51 min • Popular

YouTube

#75 - David Dziekanski, Founder and CEO of Quantify Funds: Return Stacking, ETF Innovation, and the Case for Scarcity Assets (recorded 06/11/26)

In this episode of The Bull of Wall Street, Talley Leger, Chief Market Strategist at The Wealth Consulting Group, sits down with David Dziekanski, Founder and CEO of Quantify Funds for a deep dive into ETF innovation, portfolio construction, return s... more

11 Jun 2026 • 53 min

YouTube

#74 - Matt Enyedi, Chief Client Officer at LPL: Scale, AI, Succession, and the Future of Financial Advice (recorded 06/03/26)

In this episode of The Bull of Wall Street, Jimmy Lee is joined by WCG President Andy Kalbaugh and special guest Matt Enyedi, Chief Client Officer at LPL Financial, for a timely conversation on the future of the financial advisor profession.

Matt sh... more

3 Jun 2026 • 1 hr 6 min

YouTube

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Mad Money w/ Jim CramerCNBC

All-In with Chamath, Jason, Sacks & FriedbergAll-In Podcast, LLC

Recent Guests

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)

Duncan MacPherson

Founder and CEO of Pareto Systems, advisor coaching expert

Pareto Systems

Episode: #70 - Duncan MacPherson, Founder and CEO of Pareto Systems: How Advisors Build Businesses That Scale Beyond Themselves (04/20/26)

Julia Carlson

Founder and CEO, Freedom Financial Wealth Management Group; author and entrepreneur

Freedom Financial Wealth Management Group; Freedom Tax; Freedom Business Solutions

Episode: #69 - Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group: Building a Scalable Advisory Business With Purpose (recorded 04/16/26)

Sam Ro

Award-winning newsletter writer and founder of TKer

TKer

Episode: #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)

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)

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

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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.

Apple Podcasts	#225	Germany/News/Business News
Apple Podcasts	#249	Norway/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

#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.

#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: Let's dig into the diligence framework you apply at Opto—how do you evaluate strategy, sponsor, and structure before you approve a deal?

We assess three pillars: first, strategy—whether the approach can generate the targeted returns and is the right size; second, sponsor—whether the management team is properly resourced and committed; third, structure—what the legal and liquidity terms look like, including fees and terms like evergreen vs. drawdown, and ensuring alignment of interests.

#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)

Q: What simple framework can advisors use to keep clients invested during drawdowns?

Ro suggests framing conversations around long horizons, preparing clients for possible drawdowns in good times, and tying risk to a longer historical context rather than current headlines to reduce emotional reactions.

#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.

Audience Metrics

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

Listeners per Episode
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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. Mad Money w/ Jim Cramer
2. 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 76 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. Lou Basenese
2. David Dziekanski
3. Matt Enyedi
4. Matt Malone
5. Michael Hunstad
6. Duncan MacPherson
7. Julia Carlson
8. Sam Ro

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