In this episode, Phillip "Felipe" Toews, author of The Behavioral Portfolio and a long-time advocate for risk-aware investing, joins Jim Worden and Paisley Nardini for a deep, historically grounded conversation on why conventional portfolio construction often fails investors when it matters most. Drawing on decades of market history, Phillip explains how long-duration bear markets, not short-term volatility, create the greatest behavioral and financial risk for investors and advisors alike.
From the Great Depression to multi-decade bond bear markets, Phillip challenges recency bias, questions the foundations of the 60/40 portfolio, and outlines why advisors must think like chief risk officers first. The discussion explores behavioral finance, portfolio design, hedged equity strategies, adaptive fixed income, and why proactive communication, not reactive reassurance is critical to long-term client success.
What you’ll learn
• Why the 60/40 portfolio is a historical accident not a true design framework
• How long-duration bear markets reshape investor behavior and decision-making
• Why recency bias causes advisors and clients to underestimate real risk
• How rebalancing can increase drawdowns in severe market regimes
• What “left-tail risk” really means for real-world portfolios
• Why advisors must proactively discuss worst-case scenarios before they happen
• How hedged equity strategies can preserve upside while limiting catastrophic loss
• Why behavioral risk often matters more than market risk
Chapters
03:00 — Phillip's journey: from Kansas to asset management and risk mitigation
08:00 — Why investor timing destroys returns, even in good strategies
13:00 — The Great Depression, bond bear markets, and what history really shows
19:00 — Why the 60/40 portfolio fails during long-duration drawdowns
25:00 — Rebalancing myths and behavioral breakdowns in severe markets
31:00 — Rethinking portfolio design: cutting the left tail without killing upside
37:00 — Hedged equity, adaptive fixed income, and managing uncertainty
43:00 — Why advisors must act as chief risk officers
49:00 — Communicating risk before markets fall, not after
Guest
Phillip "Filipe" Toews, Founder & CEO, Toews Asset Management and Author of The Behavioral Portfolio
Hosts
Jim Worden, Chief Investment Officer, WCG
Paisley Nardini, Portfolio Manager, Simplify
Follow us
LinkedIn: The Wealth Consulting Group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
#53 – Baron Capital Founder and CEO Ron Baron and Co-President and Portfolio Manager Michael Baron on Long-Term Ownership, Conviction Investing, and Why Great Wealth Is Built by Owning Businesses
In this episode, Ron Baron, Founder and CEO of Baron Capital, and Michael Baron, Co-President and Portfolio Manager, join The Bull of Wall Street for a wide-ranging conversation on generational wealth, conviction investing, and why true long-term success comes from owning great businesses rather than trading headlines. Ron reflects on the personal experiences that shaped his philosophy, the discipline required to hold through volatility, and what he calls the true test of friendship in investing. The discussion also explores Baron Capital’s expansion into ETFs and how advisors can think about structure, implementation, and long-term portfolio construction in a rapidly changing market environment.
What you’ll learn:
Chapters
03:00 – From $100M to over $50B: the long road of ownership
05:30 – Why selling great companies too early taught Ron that wealth is built by holding.
08:30 – Michael’s perspective on growing into the process and building durable belief.
10:45 – What it means to stand by an investment when sentiment turns sharply negative.
16:30 – Why ETFs, why now
24:30 – Why transformational tech is not a bubble and why selectivity still matters.
32:30 – First principles and holding through volatility
40:00 – Why owning growing businesses remains the best defense against uncertainty.
Guest
Ron Baron – Founder, CEO, and Portfolio Manager, Baron Capital
Michael Baron – Co-President and Portfolio Manager, Baron Capital
Hosts
Jim Worden – Chief Investment Officer, WCG
Talley Leger – Chief Market Strategist, WCG
In this episode, Julius de Kempenaer, creator of Relative Rotation Graphs (RRG®), CMT charterholder, and one of the most influential technical minds in modern market analysis joins Jim Worden and Talley Leger for a deep dive into how professional investors spot rotation, manage risk, and visualize market leadership before it shows up in price. Julius shares the origin story behind RRG, why institutions rely on it globally, and how advisors can use rotation analysis to improve portfolio construction, timing, and client communication.
From sector rotation to asset-class mapping to avoiding the “doghouse quadrant,” Julius breaks down the tools and signals that he thinks matter most in today’s market.
What you’ll learn
• How Julius invented Relative Rotation Graphs and why they changed market analysis
• Why RRG captures true leadership changes better than traditional relative strength charts
• How to read momentum, tail length, heading, and quadrant shifts with confidence
• When a rotation may be an early warning signal vs. noise
• Why tech dominance can distort traditional sector narratives
• How to use RRG for equities, fixed income, currencies, crypto, and asset allocation
• How advisors can use RRG visuals to simplify complex portfolio conversations
Chapters:
02:00 — Julius’ unexpected path: Dutch Air Force captain to fund manager to technical pioneer
07:00 — How RRG was born: the Bloomberg debut and the Excel “aha moment”
12:00 — Sector rotation today: tech strength, defensive improvement, and warning signs
17:00 — How to interpret tail length, heading, and quadrant transitions
22:00 — Lagging → improving vs. leading → weakening: what matters most
27:00 — Using RRG for multi-asset portfolios, yield curve analysis, and crypto
32:00 — Benchmark selection: why picking the wrong benchmark breaks your analysis
38:00 — How advisors can use RRG to communicate positioning and risk
44:00 — The future of rotation analysis and why momentum still works
Guest:
Julius de Kempenaer, CMT and Creator of Relative Rotation Graphs (RRG®)
Hosts:
Talley Leger, Chief Market Strategist, WCG
Jim Worden, Chief Investment Officer, WCG
Follow us
LinkedIn: The Wealth Consulting Group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
In this episode, Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, and Former Chief Investment Officer at Bessemer Trust, joins Jim Worden and Talley Leger to break down one of the most complicated macro environments of our careers. Rebecca explains why the U.S. economy resembles a “Jenga tower”, still standing, still rising, but increasingly unstable. She discusses the widening divide between large and small businesses, the uneven health of U.S. consumers, the risk implications of delayed tariffs, and why global policy uncertainty could matter even more than Fed cuts in 2025.
She also dives into the dollar, gold, the future of immigration and demographics, and what AI-driven productivity might mean for long-term growth.
What you’ll learn
Chapters
02:00 — How Rebecca went from aspiring astronaut to journalist to global macro strategist
07:30 — The “Jenga tower economy”: strong on top, fragile underneath
12:00 — AI CapEx, wealthy consumer resilience, and what surprised markets in 2024
17:30 — What could cause the tower to wobble: labor trends, confidence, and policy volatility
23:00 — Tariffs, USMCA, and how global supply chains really work
28:00 — Dollar dynamics, the “Fragile Four,” and central bank gold buying
34:00 — Bitcoin, tech, and whether crypto selloffs can trigger equity contagion
41:00 — How macro frameworks evolve—and what doesn’t change
46:00 — Long-term themes: tech, demographics, geopolitics, and climate
51:00 — What investors should do now: diversify and avoid the panic trade
Guest: Rebecca Patterson - Senior Fellow, Council on Foreign Relations
Hosts: Talley Leger, Chief Market Strategist, WCG and Jim Worden, Chief Investment Officer, WCG
Follow us
LinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
If you’re ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources that make your practice, and your life better.
Subscribe: bit.ly/wealthcg
In this episode, Cathie Wood, CEO and founder of ARK Investment Management joins The Bull of Wall Street to explain why today’s innovation cycle is very different from the late-1990s tech bubble. She breaks down why the reality of technologies like AI, robotics, energy storage, multi-omics, and blockchain is here now, even as investors remain scarred by past manias. Cathie also dives into enterprise AI, Palantir’s role in transforming organizations, how ARK navigates drawdowns by concentrating into highest-conviction names, and what the world could look like in 10 years with autonomous vehicles, humanoid robots, and a fully financialized digital world.
What you’ll learn:
Chapters:
01:07 – Cathie’s journey: from AllianceBernstein to ARK and the seeds of today’s tech
04:35 – Why this isn’t the 1990s all over again: costs, readiness, and investor scar tissue
07:04 – AI in the real world: consumer adoption, enterprise bottlenecks & Palantir’s ontology
13:11 – Navigating drawdowns: ARK’s scoring system, high-conviction names, and crypto exposure
17:35 – Managing critics, staying focused on original research, and being a hedge to value traps
21:25 – Disruption ahead: SaaS, banks, rails, pharma/biotech, and the shift from “sick care” to healthcare
25:46 – Digital assets, quantum risk, and why AI may invest more capital than quantum (for now)
28:45 – Cathie’s 10-year outlook: autonomy everywhere, space infrastructure, humanoid robots & the future of work
Guest: Cathie Wood, CEO & Founder, ARK Investment Management
Hosts: Jimmy Lee (CEO & Founder, WCG), Jim Worden (Chief Investment Officer, WCG), and Talley Leger (Chief Market Strategist, WCG)
Follow us
LinkedIn: The Wealth Consulting Group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
In this episode, Jim Paulsen, PhD-trained economist and Paulsen Perspectives author, returns to The Bull of Wall Street to decode one of the strangest economic periods in modern history. Jim explains why this bull market may actually still be in its early stages, how policy has been historically tight beneath the surface, and why easing could unlock a broadening beyond the mega-cap names. He also dives into the misunderstood relationship between AI, productivity, and the future of work, and why the long-term outlook may be more optimistic than headlines suggest.
What you’ll learn:
Chapters:
02:00 – Is this a new bull market? Sentiment, character, and early-cycle signals
06:00 – The sentiment puzzle: Why Main Street feels terrible while markets rise
12:00 – Tech vs. the rest: How the “new era” economy masked an old-economy recession
18:00 – Productivity, profits, and why tech may operate on its own innovation cycle
24:00 – Policy has been historically tight — and how easing could broaden the market
31:00 – Small caps, cyclicals, and the setup for a potential rotation
40:00 – AI: Productivity miracle, job fears, and long-term economic impact
53:00 – Recession fears, the Fed’s dilemma, and why growth—not inflation—is the bigger issue
01:04 – Jim’s long-term optimism: Technology, connection, and the next decade
Guest: Jim Paulsen, Paulson Perspectives
Hosts: Jim Worden (CIO, WCG), Talley Leger (Chief Market Strategist, WCG), & Paisley Nardini (Investment Committee, WCG)
Follow us
LinkedIn: The Wealth Consulting Group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
In this episode, emerging markets specialist and Ethos Investment Management founder James Fletcher joins host Jim Worden to unpack how “Warren Buffett-style” investing can thrive in inefficient markets, and why pairing returns with real-world impact can be a durable edge. James shares how Ethos uses a global network of locally based analysts and BYU Pathway graduates to uncover under-covered opportunities, and how Young Investor Society grew from one inner-city classroom to 3,400 high schools in 80 countries.
What you’ll learn:
Chapters:
02:05 – From Brazil mission to emerging markets investor: James’ path to Ethos
04:00 – Launching Ethos and building a locally based analyst team
07:00 – BYU Pathway and the Ethos internship: turning education into alpha
14:05 – Young Investor Society: from one LA classroom to a global program
29:00 – Real-world examples: Philippine ports, Kenyan telecoms, and finding mispriced quality
31:20 – Accessing India and other hard-to-reach markets
34:20 – EM vs. US: currencies, valuations, and why James is bullish on EM now
38:50 – China, EVs, and the rise of domestic champions
46:55 – Scaling the Pathway model and what’s next for Ethos
49:20 – How advisors and investors can think about EM allocations and get involved
Guest: James Fletcher, Founder & Chief Investment Officer, Ethos Investment Management
Host: Jim Worden, Chief Investment Officer, The Wealth Consulting Group
Follow us
LinkedIn: The Wealth Consulting Group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
In this episode, technical strategist and Fairlead Strategies founder Katie Stockton, CMT, joins hosts Jim Worden and Talley Leger to explore the discipline of technical analysis—how it complements fundamentals, informs risk management, and shapes portfolio strategy. Katie shares the story behind launching the Fairlead Tactical Sector ETF (TACK) and how she applies a systematic, long-term approach to identifying opportunities and managing drawdowns.
What you’ll learn:
• Why technical and fundamental analysis work best together
• How to apply trend-following and momentum without chasing noise
• Lessons from launching an ETF built for risk-aware investors
• How advisors can use sector rotation and cross-asset diversification
• Common mistakes advisors make when applying momentum or trend models
• Katie’s most under-appreciated indicators for gauging trend exhaustion
Chapters
02:00 – From CMT to entrepreneur: Katie’s journey to Fairlead Strategies
06:00 – Launching TACK: designing a risk-aware ETF
12:00 – Technicals vs. fundamentals: finding balance
18:00 – Sector rotation and market breadth
24:00 – Risk management and adaptive models
31:00 – The art of using indicators effectively
45:00 – How advisors can apply trend discipline in practice
58:00 – Katie’s most underrated tools and closing thoughts
Guest: Katie Stockton, CMT, Founder & Managing Partner, Fairlead Strategies
Hosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG)
Follow us
LinkedIn: The Wealth Consulting Group
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
In this episode of The Bull of Wall Street, Jim Worden sits down with Adam Patti, CEO and Co-Founder of VistaShares, to explore how ETFs are evolving in the age of AI, electrification, and innovation supercycles. From creating one of the first hedge-fund-replication ETFs to building a new generation of active, rules-based products, Adam shares insights into how investors can capture the infrastructure powering artificial intelligence, and why transmission, cooling, and power distribution may be among the biggest opportunities in years.
The discussion also covers the concentration risk in major indices, the next phase of AI-driven capital spending, and how innovation in ETF design is meeting the demands of a fast-changing investment landscape.
What you’ll learn:
Chapters
02:00 – From Fortune Indexes to founding IndexIQ
03:46 – The early ETF era and selling to New York Life
05:33 – Launching VettaFi and meeting Tesla’s former president
06:50 – Building smarter AI ETFs with industry experts
08:37 – Mapping AI’s supply chain: the “bill of materials” approach1
0:11 – AI infrastructure vs. applications: where the profits are
11:19 – Power problem: generation vs. transmission opportunity
15:23 – Early innings of the AI supercycle
17:19 – Quantum computing, AI synergy, and what’s next
18:22 – Overlapping supercycles: AI, robotics, biotech, and space
23:14 – Inside VettaFi’s ETF families: growth, options income, tactical alpha
25:33 – Options income strategies and building stability26:17 – High-beta exposure and the “WILD” ETF
30:49 – Diversification, multifactor strategies, and position sizing
31:40 – Growing investor interest in options income
32:28 – Innovation pipeline: what’s next for ETFs
Guest: Adam Patti, CEO and Co-Founder of VettaFi
Hosts: Jim Worden, CFA, CMT, CAIA
Follow usLinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting GroupSubscribe for advisor-first insights and resources: bit.ly/wealthcg
For advisor use only.
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 approaches, and how stock-level trend following may help reduce correlation, improve tax efficiency, and enhance the overall client experience without relying on fully unconstrained futures strategies.
What You’ll Learn
• How to identify alternative investments that may provide genuine diversification.
• The difference between trend strategies and momentum approaches.
• How applying systematic trend techniques at the stock level may enhance portfolio diversification.
• The role of disciplined risk management and when allocations may shift toward short-term Treasury bills.
• How tax efficiency and loss-harvesting can vary between investment structures.
• Practical portfolio considerations for using multiple, uncorrelated alternative strategies effectively.
Advisors who are seeking ways to maintain diversification while improving the client experience with alternative strategies will find this discussion especially useful.
Chapters:
02:42 – Inside liquid alternatives and systematic trend strategies
06:12 – Market cycles, investor behavior, and risk awareness
09:20 – Trend vs. momentum: understanding the distinction
14:01 – The evolution of trend following and Longboard’s approach
16:51 – Why stock-level trend following may offer unique advantages
21:18 – How systematic risk management can guide shifts toward T-bills
25:21 – Building portfolios with diversification and discipline
27:29 – Tax efficiency and potential long-term investment implications
30:19 – How market dispersion and breadth can impact performance
33:11 – Managing whipsaw risk and maintaining process discipline
35:11 – Practical allocation insights and constructing an alt sleeve
39:04 – Avoiding redundancy in alternative strategies
42:07 – Balancing diversification goals with client experience
Guest: Cole Wilcox, CIO, Longboard Asset Management
Hosts: Talley Leger, Paisley Nardini, CFA, CAIA, and Jim Worden, CFA, CMT, CAIA
Follow us
LinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
Subscribe for advisor-first insights and resources: bit.ly/wealthcg
For advisor use only.
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 and Mutual Service Corporation, and serving as Managing Director and Divisional President at LPL Financial—helping steer it to become the largest independent broker-dealer in the U.S.
In this episode, Andy joins Jimmy Lee to discuss the future of advice, what drives firm enterprise value, and how advisors can build businesses that last beyond them. From the role of technology and AI to the human side of client relationships, Andy shares hard-won insights on leadership, capital, and succession planning from decades at the top.
What you’ll learn:
• How technology is reshaping, not replacing, financial advice
• The four pillars of enterprise value every advisor should track
• Why building a repeatable business is key to freedom and valuation
• Lessons from leadership at AIG and LPL that apply to any firm owner
• The growing role of private equity and capital solutions in advisor succession
• Why the human connection will remain at the center of wealth management
Chapters:
04:04 – The advisor landscape: how tech and human advice will coexist
07:32 – The rise of $100B+ firms and the next wave of consolidation
10:36 – Enterprise value: recurring revenue, organic growth, M&A, and talent
15:30 – Building a business that runs without you: systems, process, brand
19:14 – Working on the business vs. in the business
24:26 – Attracting affluent clients through expertise and brand focus
30:04 – Lessons from legends: Hank Greenberg, Mark Casady, and Dan Arnold
34:42 – Industry risks, AI disruption, and why empathy still wins
44:03 – Succession planning and the rise of private equity capital
Guest:
Andy Kalbaugh, President, The Wealth Consulting Group
Host: Jimmy Lee, CEO, The Wealth Consulting Group
Follow us
LinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
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 applications), where the real opportunities lie, and why even trillion-dollar narratives need perspective. The conversation explores the speed of disruption, global competition, capital flows, and how investors can separate durable trends from froth.
What you’ll learn:
Guest: Ashim Mehra, Portfolio Manager, Barron Technology Fund
Hosts: Jim Worden (CIO, WCG) & Talley Leger (Chief Market Strategist, WCG)
Follow us
LinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
02:01 – AI’s rapid evolution and comparison to the internet era
03:29 – The AI stack: infrastructure, models, and applications
08:13 – Bubble vs. mania: why AI is real but returns may not be linear
11:09 – Nvidia, OpenAI, and the concentration of demand
15:34 – Beyond productivity: medicine, robotics, chemistry, and new compounds
29:54 – AGI timelines and why enterprises chase the prize
36:26 – Evaluating people and pattern recognition in investing
37:35 – U.S.–China AI race, geopolitics, and cloud gatekeepers
43:41 – Risks to capex: power, efficiency, and ROI concerns
48:55 – Applied AI examples: Axon police workflows and Hinge Health PT
57:18 – Small/mid-cap opportunities and concentration challenges
60:05 – Stock picking today: more data, more volatility
62:13 – Will AI replace investors or become an efficiency tool?
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
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.
Disclaimer: This episode is for informational purposes only and does not constitute medical advice. Please consult your physician for personal medical guidance.
What you’ll learn:
Chapters
00:00 – Welcome and episode purpose
02:18 – Dr. Matthew Schwartz on proteomics vs. genomics
07:06 – How Ignite testing works and why it matters
11:07 – Effectiveness, adoption, and access for patients
16:31 – Awareness, advocacy, and making cancer a chronic disease
21:23 – Dr. Thomas Dayspring on cardiovascular disease prevention
28:36 – ApoB and why particle number drives risk
40:12 – Lipoprotein(a), genetics, and early testing
52:08 – Treatment options: lifestyle, statins, PCSK9s
58:40 – Lowering ApoB, plaque, and longevity goals
01:19:21 – Target numbers and why very low is safe
01:26:23 – New therapies for Lp(a) and what’s ahead
01:33:20 – Diet, imaging, and practical takeaways
01:37:56 – Education gap and being your own advocate
01:42:39 – Closing thoughts and advisor role
Guests:
Dr. Matthew Schwartz, MD, Radiation Oncologist, Comprehensive Cancer Centers of Nevada
Dr. Thomas Dayspring, MD, FACP, FNLA, Educator on Lipids, Early Medical
Host: Jimmy Lee, CEO, The Wealth Consulting Group
Follow us
LinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/
X (Twitter): @WealthCG
YouTube: @thewealthconsultinggroup
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
Here's the title and description.
Title:
Jonathan Krane, CEO of KraneShares on China as an Asset Class, AI’s “ChatGPT Moment,” and What Advisors Are Missing
Description:
Are your clients under-allocated to the world’s second-largest economy? KraneShares CEO Jonathan Krane argues China is behaving like a distinct asset class—and many portfolios aren’t built for it.
What you’ll learn:
Chapters
Guest: Jonathan Krane, CEO of KraneShares
Hosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG)
Follow us
Making Life Better at The Wealth Consulting Group
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.
Subscribe at bit.ly/wealthcg
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.
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!
Carley is a regular in the financial media being interviewed everywhere for her expertise in trading, options, commodities, and the markets. She talks to Jim about how managing risk and her concerns about how deleveraging can affect certain products out there.
It’s an important interview to get all investors to pay attention to risk. Carley points out how all of the money that has been created and invested into the economy has created inflation in many assets. She also points out the trading strategies that many investors are using may be exposed to more risk than they think. She also talks about Crypto brokerages and how some of them operate.
Zack is a venture debt investment fund manager and podcast host. He is also an author with a very unique perspective being a part of some of the biggest bond trades of all time. A.R.I. provides growth credit to the best VC-backed technology companies in North America. He was Director of U.S. Public Fixed Income at Sun Life Financial. Prior to Sun Life, Zack was a corporate bond and credit default swap trader at Deutsche Bank. During the GFC, he was an investment banker where he successfully underwrote and managed a portfolio of leveraged media, tech, and telecom loans at Scotia Bank.
Zack talks to Jim and Talley about how venture debt works. The strategy includes lending against revenue vs. hard assets for typical loans. In many cases it's the intellectual property that is used as the collateral for these loans. Learn about why private lending has taken off and more specifically concerning the fast moving tech sector.
Jan van Eck is the CEO of VanEck, an asset manager that been known since 1955 for identifying investment trends. VanEck was one of the first U.S. asset managers to offer investors access to international markets and recognized early the transformative potential of gold investing, emerging markets, ETFs and digital assets. Today, the firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification.
Jan brings a unique approach and perspective to investing. His quote, “Don’t settle for the conventional. Dare to be different.”
Chuck talks to Jim and Jimmy about all of his amazing guests he’s had a chance to interview. He believes that the Fed will not cut rates before the end of this year and gives us his reason why. We explore the do it your self investor and if they have changed based on demographics. He has written books about how to pick an advisor and provides great insight about investor’s with his many years of experience being a journalist first leveraging radio and now podcasts.