HeyJaredThe Bull of Wall Street
This podcast takes a unique approach in discussing various topics that are of interest to financial advisors and investors.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Ep. 86: AI's Next Decade, the Memory Supercycle, and Launching Yorkville Ives, with Dan Ives (opens the original)
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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 bankfocused on technology, energy, and infrastructure. They discuss how his outlook on the AI investment cycle hasevolved, the debate over sovereign AI and data protection, and how election-cycle politics could shape AI policy.They also cover a possible memory chip supercycle, a shi
Ep. 85: Factor Investing, Avoiding Value Traps, and AI in Asset Management, with Avantis CIO Eduardo Repetto (09/16/26)) (opens the original)
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In episode 85, hosts Jim Worden and Paisley Nardini are joined by Eduardo Repetto, Chief Investment Officer of Avantis Investors, for a conversation on factor-based investing and portfolio construction. They discuss how Avantis grew to roughly $170 billion in assets in the seven years since its launch, how the firm defines value differently than some industry benchmarks, and how it tries to avoid classic value traps. They also cover how Avantis uses advisor and client feedback to guide new produ
Ep. 84: Sudden Wealth Syndrome, Raising Money-Smart Kids, and NIL Education for Athletes, with Tom Henske (recorded 09/03/26) (opens the original)
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In episode 84, host Jimmy Lee is joined by Tom Henske, CFP and founder of The Affluent Insurance Advisor, for a wide-ranging conversation on sudden wealth, financial literacy, and building a referral-driven practice. They discuss what sudden wealth syndrome looks like and why it isn't limited to lottery winners, how Tom built Total Cents to help parents teach kids about money, and how his Athlete Edge program is bringing financial education to college athletes navigating name, image, and likenes
Ep. 83: Building Enterprise Value, Multi-Generational Growth, and the Case for Outsourcing, with First Trust VP Jackie Wilke (recorded 08/27/26) (opens the original)
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In episode 83, host Jimmy Lee is joined by Jackie Wilke, Vice President and Advisor Consultant with First Trust's Advisor Consulting Group, for a wide-ranging conversation on practice management for financial advisors. They discuss what actually drives enterprise value and succession readiness, how to grow through multi-generational family relationships, and how AI is starting to show up in client conversations. They also cover why outsourcing portfolio management can free up an advisor's time,
Ep. 82: Factor Rotation, AI Chip Competition, and What's Driving the Market Higher (recorded 8/19/26) (opens the original)
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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 momentum, value, and quality factors have been rotating, why rising competition from Chinese semiconductor and AI model makers could reshape today's market leaders, and what the relationship between earnings growth and interest rates suggests about where valuations stand. They close
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