EPISODE · Jun 11, 2025 · 50 MIN
#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)
from The Bull of Wall Street · host The Bull of Wall Street
The WCG investment team riff about what's concerning investors and advisors right now. We discuss tariffs- are they really inflationary? What about the Fed- what will they do with cuts or no cuts? Recession- yes, no or something else? What sectors might perform better than others in this environment? What about the Mag 7- is it still a good strategy? What about bonds? Join us in this discussion about what we think is important for advisors to be considering right now.
What this episode covers
The WCG investment team riff about what's concerning investors and advisors right now. We discuss tariffs- are they really inflationary? What about the Fed- what will they do with cuts or no cuts? Recession- yes, no or something else? What sectors might perform better than others in this environment? What about the Mag 7- is it still a good strategy? What about bonds? Join us in this discussion about what we think is important for advisors to be considering right now.
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#29 - Paisley Nardini- CFA, CAIA, Talley Leger, Jim Worden- CFA, CAIA, CMT, Jimmy Lee (recorded 6/10/25)
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