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The Bull of Wall Street

news · EN-US · 86 episodes

About this Podcast:

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. The information herein is for informational and entertainment purposes and intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of WCG.

Pitch Analysis

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Contact path

Verified email

Booking probability

34%

Guest openness

Selective

Verified email on file
80/100
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Questions about The Bull of Wall Street

What is The Bull of Wall Street about?

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.

What has The Bull of Wall Street covered recently?

Recent episodes include "Ep. 86: AI's Next Decade, the Memory Supercycle, and Launching Yorkville Ives, with Dan Ives" (23 September 2026, 33 minutes), "Ep. 82: Factor Rotation, AI Chip Competition, and What's Driving the Market Higher (recorded 8/19/26)" (19 August 2026, 44 minutes), and "Ep. 81: Fed Guidance, the K-Shaped Economy & the AI Investment Boom, with Fundstrat Economics Strategist Hardika Singh (recorded 08/12/26)" (12 August 2026, 50 minutes).

How often does The Bull of Wall Street publish?

The Bull of Wall Street publishes roughly weekly, with episodes averaging 58 minutes across 86 episodes.

How hard is it to get booked on The Bull of Wall Street?

Booking probability for The Bull of Wall Street is 34%, and the host is rated Selective on guests. The Bull of Wall Street requires a Pod Score of 80 or higher. The Bull of Wall Street's contact route on record: verified email.

Who should pitch The Bull of Wall Street?

The strongest fits for The Bull of Wall Street are Investment Banking & Trading. The Bull of Wall Street has a news audience.

About the host

The Bull of Wall Street is a news show with 86 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #86

    Ep. 86: AI's Next Decade, the Memory Supercycle, and Launching Yorkville Ives, with Dan Ives

    Sep 23, 202633 min

    In episode 86, hosts Jimmy Lee, Jim Worden, and Paisley Nardini welcome back Dan Ives, who appeared on theshow's very first episode and has since left Wedbush Securities to launch Yorkville Ives & Co., a new merchant...

  • Episode #82

    Ep. 82: Factor Rotation, AI Chip Competition, and What's Driving the Market Higher (recorded 8/19/26)

    Aug 19, 202644 min

    In episode 82, Talley Leger and Jim Worden of The Wealth Consulting Group host a two-person deep dive (no outside guest this week) on investment factors, AI-driven competition, and market valuation. They discuss how...

  • Episode #81

    Ep. 81: Fed Guidance, the K-Shaped Economy & the AI Investment Boom, with Fundstrat Economics Strategist Hardika Singh (recorded 08/12/26)

    Aug 12, 202650 min

    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...

  • Episode #78

    #78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)

    Aug 6, 20261 hour

    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...

  • Episode #77

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

    Jul 22, 20261h 7m

    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...

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  • Episode #77

    #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)

    Jul 9, 202651 min

    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...

  • Episode #75

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

    Jun 11, 202653 min

    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...

  • Episode #73

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

    Jun 3, 20261h 7m

    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...

  • Episode #73

    #73 - Jimmy Lee, Talley Leger, and Jim Worden on Markets, AI, Risk, and the WCG Investment Process (recorded 05/29/26)

    May 29, 20261h 21m

    In episode 73 of The Bull of Wall Street , Jimmy Lee, CEO of The Wealth Consulting Group (WCG) is joined by WCG’s Chief Market Strategist, Talley Leger, and CIO Jim Worden for a wide-ranging conversation on markets, AI...

  • Episode #72

    #72 - Matt Malone, CFA, Head of Investments at Opto Investments: Private Markets, Private Credit, and the Future of Alternative Investing (recorded 05/20/26)

    May 20, 202648 min

    In this episode of The Bull of Wall Street , Talley Leger and Jim Worden sit down with Matt Malone, Head of Investments at Opto, for a practical conversation on private markets, private credit, manager selection...

  • Episode #71

    #71 - Michael Hunstad, President of Northern Trust Asset Management: AI, Factors, and the Future of Investing (recorded 05/07)

    May 7, 202657 min

    In this episode of The Bull of Wall Street , Jim Worden sits down with Michael Hunstad, President of Northern Trust Asset Management, for a conversation on quantitative investing, compensated factors, AI, tokenization...

  • Episode #70

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

    Apr 20, 20261h 9m

    In this episode of The Bull of Wall Street , Jimmy Lee sits down with Duncan MacPherson, founder and CEO of Pareto Systems, for a practical and thought-provoking conversation about what it really takes to build a great...

  • Episode #69

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

    Apr 17, 202654 min

    Jimmy Lee sits down with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, for a conversation about growth, leadership, and building an advisory firm that is designed to serve clients at...

  • Episode #68

    #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)

    Apr 1, 20261h 4m

    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...

  • Episode #67

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

    Mar 25, 202657 min

    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...

  • Episode #66

    #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)

    Mar 20, 202655 min

    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...

  • The Bull of Wall Street

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

    Mar 17, 20261 hour

    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...

  • Episode #64

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

    Mar 11, 20261h 11m

    n this episode of The Bull of Wall Street , Jim Worden and Paisley Nardini are joined by Michael Taylor, Portfolio Manager at Simplify Asset Management. Michael shares his unconventional path from drug discovery...

  • Episode #63

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

    Mar 4, 20261h 9m

    In this episode of The Bull of Wall Street , Jimmy Lee is joined by John O’Connor, CEO and Chairman of J.H. Whitney, along with Jim Worden and Talley Leger, for a timely discussion on geopolitics, national security...

  • Episode #62

    #62 - Market History, Sector Rotation, and Investor Discipline with Sam Stovall, Chief Investment Strategist, CFRA (recorded 02/19/26)

    Feb 19, 202656 min

    In this episode of The Bull of Wall Street , Jim Worden, CFA®, CMT®, CAIA welcomes Sam Stovall, Chief Investment Strategist at CFRA, for a wide-ranging discussion grounded in market history, sector rotation, earnings...

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