Dr. Sahm of the famous Sahm rule is a highly regarded expert on monetary and fiscal policy advising the Federal Reserve, White House and Congress. Jim’s conversation with Claudia provides insight into the views of one of the most profound minds on Wall Street at a time when everyone is wondering if we are entering into a recession or in middle of an economic expansion.

Dr. Kelly is one of the most popular economists/market strategists followed by financial advisors.  He is also a media darling and has been covered by the tier 1 financial media consistently over his career.  In this episode we go into some interesting topics such as closing the wealth gap in the United States, a view from the top of the asset management arm of the largest bank, work from home and how it affects productivity, immigration, and of course his outlook for 2025.

Brian joins the pod and shares his story of starting a mutual fund company, managing some of the most successful funds in the business, and what he thinks  the market will do this year.  
He is a co-founder of Thornburg and starting this type of business in Santa Fe, NM over 40 yrs ago was not typical. It’s great to hear how being an entrepreneur in this industry can be so challenging but worth it.

Dr. Crosby talks about his new book “The Soul of Wealth”, why investors fail, how advisors can help, the  fascinating aspects of behavioral biases and how financial advisors can help their clients achieve positive outcomes!  Daniel’s ideas can be used right away to help shape how you approach each conversation with your clients and prospects.

We talk with Jeff about his journey as a founder of one of the fastest growing asset management businesses and beginning with a seed investment from Y Combinator, innovation with investment strategies that have come to market using options such as buffered ETF's, the future of investment management, and becoming a standup comedian.  Don't miss this interview with one of the smartest and funny people in this business and our bestie- Paul Francis Chang!

Peter Tuchman brings his energy to tell stories of trading at the NYSE and how it has changed during the last 40 years.  Mr. Tuchman has been working at the NYSE since 1985 beginning as a teletypist and then getting a seat at the famous exchange.  He is passionate about teaching young investors how to trade through his academy.  He is a symbol for the NYSE and the great American success story.  Don’t miss listening to Einstein!

In this episode we talk with Sébastien about his new book, “The Psychology of Leadership”, how his team works together to make their allocation decisions, why opposing views are healthy, and exercising every day for 10 years!  Don’t miss this fascinating conversation with one of Wall Street’s most interesting people.

This interview is with our own investment strategy committee leaders Jim Worden, CFA, CAIA, and CIO, Talley Léger, Chief Market Strategist, and Paisley Nardini, CFA, CAIA. We talk about their background, WCG’s investment process, markets, and working with advisors. We highlight working with outside consultants so we can incorporate the best of the best into our process.

We talk with Matt about everything crypto!  Blockchain, Bitcoin, NFT’s, Satoshi, and more!  An episode advisors don’t want to miss.

Russ Koesterich, CFA, Managing Director, Former Chief Investment Strategist and Head of Model Portfolio Solutions and currently in charge of an approximately $50 billion model portfolio franchise for Blackrock, gives us his perspective from the world’s largest asset manager. Russ provides unique insight for both the economy and the markets from the head chair of one of the world’s biggest portfolios.