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.

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Episodes (79)

Wed Aug 5th #80 - Jonathan Golub, Chief Equity Strategist at Seaport Research Partners: AI, Earnings, Valuations, and the Changing Market Regime (recorded 08/05/26)
Jul 31st #79 - John Diehl & Dr. Joe Coughlin (recorded 07/30)
Jul 30th #78 - Dave Keller, President and Chief Strategist at Sierra Alpha Research: Technical Analysis, Investor Behavior, and Navigating Market Rotations (recorded 07/29/26)

The Bull of Wall Street

Aug 5, 2026
1¼ hours
60 MB

In this episode of The Bull of Wall Street, Talley Leger and Jim Worden welcome Jonathan Golub, Chief Equity Strategist at Seaport Research Partners, for a discussion on artificial intelligence, corporate earnings, valuations, interest rates, market concentration, and the forces influencing equity markets. Jonathan explains how Seaport uses AI to process large datasets and produce customized portfolio research while preserving human judgment in the investment process. He also shares his view that the current capital spending cycle may support earnings across technology, industrials, financials, and other related industries, while higher interest rates could continue to pressure valuation multiples.<...

The Bull of Wall Street

#80 - Jonathan Golub, Chief Equity Strategist at Seaport Research Partners: AI, Earnings, Valuations, and the Changing Market Regime (recorded 08/05/26)

The Bull of Wall Street

00:00 -01:05:10