The Bull of Wall Street
The Bull of Wall Street 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.
All Episodes
#41 - Dr. Matthew Schwartz, MD and Dr. Thomas Dayspring, MD, FACP, FNLA on Cancer Innovation, Cardiovascular Disease Prevention, and What Everyone Needs to Know (recorded 09/15/25)
<p>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 changing cancer treatment. Then Dr. Thomas Dayspring, one of the world’s foremost educators on lipids and mentor to Dr. Peter Attia, explains why cardiovascular disease remains the number one preventable cause of death, plus the simple blood tests and treatments that can save lives.<br><em>Disclaimer: This episode is for informational purposes only and does not constitute medical advice. Please consult your physician for personal medical guidance.</em><br> <br>What you’ll learn:<br></p> <ul> <li>How proteomics differs from genomics and why it could be a game changer for cancer care<br></li> <li>Why many oncologists are not yet using this testing and what patients and families should know<br></li> <li>The role of precision oncology in identifying the right treatment at the right time<br></li> <li>Why cardiovascular disease is still the leading killer, and how ApoB and Lp(a) testing can change outcomes<br></li> <li>Treatment options that go far beyond good vs. bad cholesterol, and what longevity-focused medicine recommends<br></li> <li>Practical steps advisors and their clients can take to advocate for their health<br></li> </ul> <p><br>Chapters<br>00:00 – Welcome and episode purpose<br>02:18 – Dr. Matthew Schwartz on proteomics vs. genomics<br>07:06 – How Ignite testing works and why it matters<br>11:07 – Effectiveness, adoption, and access for patients<br>16:31 – Awareness, advocacy, and making cancer a chronic disease<br>21:23 – Dr. Thomas Dayspring on cardiovascular disease prevention<br>28:36 – ApoB and why particle number drives risk<br>40:12 – Lipoprotein(a), genetics, and early testing<br>52:08 – Treatment options: lifestyle, statins, PCSK9s<br>58:40 – Lowering ApoB, plaque, and longevity goals<br>01:19:21 – Target numbers and why very low is safe<br>01:26:23 – New therapies for Lp(a) and what’s ahead<br>01:33:20 – Diet, imaging, and practical takeaways<br>01:37:56 – Education gap and being your own advocate<br>01:42:39 – Closing thoughts and advisor role<br>Guests:<br>Dr. Matthew Schwartz, MD, Radiation Oncologist, Comprehensive Cancer Centers of Nevada<br>Dr. Thomas Dayspring, MD, FACP, FNLA, Educator on Lipids, Early Medical<br>Host: Jimmy Lee, CEO, The Wealth Consulting Group<br>Follow us<br>LinkedIn: <a href="https://www.linkedin.com/company/the-wealth-consulting-group/" rel="nofollow">https://www.linkedin.com/company/the-wealth-consulting-group/</a><br>X (Twitter): @WealthCG<br>YouTube: @thewealthconsultinggroup<br>Making Life Better at The Wealth Consulting Group<br>If you are ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources built to make your practice and your life better.<br>Subscribe at <a href="http://bit.ly/wealthcg" rel="nofollow">bit.ly/wealthcg</a></p>
#40 - Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing (recorded 09/08/25)
<p>Here's the title and description.</p> <p> </p> <p><strong>Title:</strong><br>Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing</p> <p> </p> <p><strong>Description:</strong><br>Are your clients under-allocated to the world’s second-largest economy? KraneShares CEO <strong>Jonathan Krane</strong> argues China is behaving like a distinct asset class—and many portfolios aren’t built for it.</p> <p> </p> <p><strong>What you’ll learn:</strong></p> <ul> <li>Why China’s share of EM could justify <strong>EM ex-China + China completion</strong> strategies</li> <li>How <strong>A-shares, Hong Kong, and U.S. listings</strong> fit together in practical ETF allocations</li> <li>Why 2025’s <strong>AI and clean-tech surge</strong> in China may mirror the U.S. “Magnificent 7” run</li> <li>How <strong>sentiment, low local rates, high savings,</strong> and targeted policy shifts can fuel flows</li> <li>A realistic path for <strong>U.S.–China engagement</strong> that balances competition and cooperation</li> <li>Where advisors can find thematic exposure (EVs, batteries, energy storage, biotech, carbon)</li> </ul> <p><strong>Chapters</strong></p> <ul> <li>00:00 – Welcome: Talley Leger & Jim Worden set the table</li> <li>01:08 – Founding KraneShares: boots-on-the-ground in Shanghai → ETF thesis</li> <li>05:48 – China as its own allocation: from EM to <strong>EM ex-China + China</strong></li> <li>08:17 – Sentiment shift & 2025 performance: why investors may be caught off guard</li> <li>13:23 – Efficient access for advisors: core A-shares + thematic building blocks</li> <li>14:20 – Tech leadership: EVs, batteries, solar, AI, biotech—what scaled first in China</li> <li>17:18 – Cooperation vs. competition: a pragmatic framework for engagement</li> <li>23:47 – Infrastructure 2.0 & domestic demand: savings, stimulus, and renewal</li> <li>26:13 – Clean energy reality: EV adoption, storage, and grid-friendly solutions</li> <li>29:34 – What KraneShares is watching: AI, humanoid robotics, carbon markets, alts</li> <li>31:25 – Tokenization: new liquidity pools for “traditional” products</li> <li>32:16 – Closing thoughts & takeaways for advisor portfolios</li> </ul> <p><strong>Guest:</strong> Jonathan Krane, CEO of KraneShares</p> <p><strong>Hosts:</strong> Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG)</p> <p><strong>Follow us</strong></p> <ul> <li>LinkedIn: <a href="https://www.linkedin.com/company/the-wealth-consulting-group/" rel="nofollow"><u>https://www.linkedin.com/company/the-wealth-consulting-group/</u></a></li> <li>X (Twitter): <u>@WealthCG</u></li> <li>YouTube: <u>@thewealthconsultinggroup</u></li> </ul> <p><strong>Making Life Better at The Wealth Consulting Group</strong></p> <p>If you’re ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources built to make your practice—and your life—better.</p> <p><strong>Subscribe at </strong><a href="https://bit.ly/wealthcg" rel="nofollow"><strong>bit.ly/wealthcg</strong></a></p> <p> </p>
#39 - Fred Meissner, CMT- Owner of the Fred Report (recorded 08/25/25)
<p>Fred and Talley go all in on what’s happening in the markets. As a former President of The Chartered Market Technician Association, Fred combines a macro background to technical analysis. The Fred Report provides research to his clients that includes financial advisors. He currently likes some asset classes that present both attractive charts and value. Don’t miss Fred and Talley discuss current markets and how technicals are blinking green in some areas that investors are not paying enough attention to.</p>
#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)
<p>Meb, Paisley, Jim and Talley riff about surfing, 351 ETF conversions, stock buy backs, shareholder yield, why Mark Cuban is wrong, and much more! Meb is one of the best personalities in finance with a combination of knowledge and great communication skills. Listen to our gang and Meb discuss why certain investment strategies are ripping today and some are not. He likes being diversified right now- FYI! He's also hosting a surf event at Future Proof for those who are attending. Don't miss Meb on The Bull of Wall Street!</p>