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The Bull of Wall Street
The Bull of Wall Street
48 episodes
1 week ago
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.
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All content for The Bull of Wall Street is the property of The Bull of Wall Street and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Business News
News
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#25 - John Bowman, CAIA- CEO, CAIA Association, Podcast Host/Board Member/Investment Committee Chair (recorded 5/12/25)
The Bull of Wall Street
1 hour 10 minutes 48 seconds
6 months ago
#25 - John Bowman, CAIA- CEO, CAIA Association, Podcast Host/Board Member/Investment Committee Chair (recorded 5/12/25)

Paisley and Jim talk with John about everything Alts.  John explains that CAIA’s goal is to make alternatives not alternative and more a standard.  The total portfolio approach (TPA) started  with researching and incorporating hedge funds many years ago and now includes all flavors of private investments.  As alts have exploded advisors can benefit by listening to John about optimizing the portfolio in today’s environment.   He explains how institutional investors are evolving their approach using the TPA.

The Bull of Wall Street
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.