Broker Check

In The Media

2026


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Is US economy, GDP strong enough to offset oil price shocks?

Is US economy, GDP strong enough to offset oil price shocks?

March 30, 2026


During an appearance on Yahoo Finance, Talley Leger broke down what an evolving global energy picture could mean for investors, inflation, and the economy. Even with increased spending at the pump, Talley noted the effect is just a fraction of overall economic activity, highlighting the resilience of today’s U.S. consumer.

‘Risk Off’ Market Can Still Recover to New Highs; Sectors That Could Rebound

‘Risk Off’ Market Can Still Recover to New Highs; Sectors That Could Rebound

March 27, 2026


During an appearance on Schwab Network, Jimmy Lee shared his market outlook. While he sees a clear “risk-off” environment driven by geopolitical tensions, questions around AI spending, and growing concerns in private credit, Jimmy remains constructive on the year ahead.

Healthcare, GOOGL & PLTR Establish AI Software Strength in Tech Slowdown

Healthcare, GOOGL & PLTR Establish AI Software Strength in Tech Slowdown

March 26, 2026


During an appearance on Schwab Network, Talley Leger shared his latest perspective on AI and market dynamics. While the AI theme may be temporarily on hold due to geopolitical uncertainty, Talley believes this pause is setting the stage for the next wave of innovation. He also highlights an important shift underway with a rotation from hardware into software as the recent SaaS correction has created new opportunities across the space.

'I Really Think That We're Set Up for Good Fundamentals to Follow Through This Year': Lee

'I Really Think That We're Set Up for Good Fundamentals to Follow Through This Year': Lee

March 25, 2026


During an appearance on BNN Bloomberg, Jimmy Lee discussed how investors are navigating ongoing geopolitical tensions, oil price volatility, and shifting market dynamics. He also shared insights on investor resilience, opportunities in cyclicals, and the importance of being selective in today’s market, especially within tech and small caps.

Talley Leger: Major Market Rotation to Watch & ETF Plays

Talley Leger: Major Market Rotation to Watch & ETF Plays

March 17, 2026


During an appearance on Schwab Network before the start of the trading day, Talley Leger broke down the current market landscape, believing equity markets remain resilient, with big tech still within ~5% of all-time highs, and if near-term headwinds ease, there may be room for further upside. Also, while the WCG team is in attendance at the ETF Exchange in Las Vegas in the week ahead, he highlighted a few ETFs to watch.

AVGO Catching Up to NVDA? GOOGL Partnership & Earnings Growth Back Bulls

AVGO Catching Up to NVDA? GOOGL Partnership & Earnings Growth Back Bulls

March 5, 2026


During an appearance on Schwab Network, Jim Worden talked about Broadcom’s earnings and where he sees opportunities in foundational AI hardware in names like Nvidia and Micron, helping power long-term trends in AI, high-performance computing, and cloud infrastructure.

'Today Seeing the Markets Open Positive I Think is a Good Sign': Lee

'Today Seeing the Markets Open Positive I Think is a Good Sign': Lee

March 4, 2026


During an appearance on BNN Bloomberg, Jimmy Lee discussed his markets and economic outlook, investor sentiment, and opportunities amidst ongoing geopolitical tensions and tariff uncertainty.

S&P 500 Dips 0.9% in February

S&P 500 Dips 0.9% in February

March 2, 2026


Jim Worden was quoted in S&P Global on market volatility often bringing renewed scrutiny and opportunity.

Oil Prices Jump Amid Developing Middle East Crisis

Oil Prices Jump Amid Developing Middle East Crisis

March 2, 2026


During an appearance on BBC News, Jim Worden discussed how markets are reacting to rising geopolitical tensions and heightened uncertainty with equities under pressure, gold and the dollar remaining stronger, and oil volatility.

Stocks Fall as Investors Mull AI Disruptions, Oil Prices Rise

Stocks Fall as Investors Mull AI Disruptions, Oil Prices Rise

February 26, 2026


Talley Leger shared his take on semiconductors in this Reuters article.

Why Volatility Is Creating Value Across Tech

Why Volatility Is Creating Value Across Tech

February 26, 2026


During an appearance on Schwab Network, Jim Worden discussed his bullish stance on Nvidia, why he believes there was an overreaction from tech headlines, and where he sees value emerging beneath the surface.

Metals Markets in Bubble, Stocks Staying Resilient

Metals Markets in Bubble, Stocks Staying Resilient

February 2, 2026


During an appearance on Schwab Network, Talley Leger outlined why he expects stock market resilience through 2026. He sees gold losing its safety premium and believes investors should lean pro-cyclical by favoring cyclicals, international equities, and small caps.

'I Tend to Believe We're Going to Get More Rate Cuts Than What's Predicted': Lee on BoC Rate Path

'I Tend to Believe We're Going to Get More Rate Cuts Than What's Predicted': Lee on BoC Rate Path

January 27, 2026


During an appearance on BNN Bloomberg, Jimmy Lee discussed why weak consumer sentiment may actually be constructive for equities, pointing to significant cash on the sidelines, expanding corporate margins, and expectations for rate cuts. He also highlighted a potential broadening of market leadership beyond mega-cap tech, with opportunities emerging in cyclicals and international equities, while noting geopolitics and housing as key catalysts to watch.

Why slowing US Hiring Is a 'Basic Recipe' for Margin Expansion

Why slowing US Hiring Is a 'Basic Recipe' for Margin Expansion

January 23, 2026


During an appearance on Yahoo Finance, Talley Leger discussed why a sluggish labor market may actually be supportive for stocks, explaining that this is the basic recipe for margin expansion as labor costs grow more slowly while sales remain solid. He also pointed to liquidity as a key backstop, highlighting a massive cash mountain on the sidelines, approaching 8 trillion, which could continue to support consumption, asset prices, and earnings growth even amid weaker hiring.

Lee: This Latest Spike in Volatility Is an Opportunity for Investors to Buy the Dip

Lee: This Latest Spike in Volatility Is an Opportunity for Investors to Buy the Dip

January 20, 2026


During an appearance on CNBC Worldwide Exchange, Jimmy Lee discussed the recent return of market volatility and why he believes it could present a buying opportunity for long-term investors, noting that record trillions of dollars remain on the sidelines. He added that he sees the current environment as a “Goldilocks type situation,” supported by potential Fed cuts, double-digit earnings growth, and a market rally broadening beyond the Mag Seven.

'We think that this year we're going to get strong returns in the S&P 500': Lee

'We think that this year we're going to get strong returns in the S&P 500': Lee

January 13, 2026


During an appearance on BNN Bloomberg, Jimmy Lee discussed bank earnings and the broader market outlook, noting that WCG likes financials and expects cyclical sectors to do well as economic activity picks up. He also said market volatility could create buying opportunities, particularly as interest rates influence consumer and corporate behavior. Jimmy added that the market may continue to broaden beyond a narrow group of stocks and remain supported by fundamentals despite geopolitical risks.

Talley Leger Targets 8,500 for S&P 500

Talley Leger Targets 8,500 for S&P 500

January 13, 2026


On Schwab Network, Talley Leger broke down why he believes the bull market still has room to run after the Russell, S&P 500, and Dow all hit new highs. A cooler CPI report today strengthens WCG’s bullish target for the S&P 500 to hit 8,500 this year, while investors are broadly anticipating earnings growth and increased small-cap exposure.

Global financial caution over recent US capture

Global financial caution over recent US capture

January 5, 2026


During an appearance on BBC News, Jimmy Lee discussed the resilience of U.S. equity markets, highlighting strong corporate fundamentals, profit growth, and analyst forecasts calling for double-digit returns. He noted that these factors are supporting positive investor sentiment as markets opened higher in 2026. The full interview segment offers timely insight into what’s driving current market momentum and what could shape performance ahead.

An Investing Pro's 5 Moves to Help Ensure 2025's Banner Year in the Markets Continues to Work Hard for You in 2026

An Investing Pro's 5 Moves to Help Ensure 2025's Banner Year in the Markets Continues to Work Hard for You in 2026

December 25, 2025


Jimmy Lee’s latest contributed article for Kiplinger focused on smart moves to help investors reinvest with purpose, rebalance to manage risk, prepare for market uncertainty, and stay disciplined on long-term goals, not short-term noise in the new year.

2025


Strategist Outlines What Could Derail His Bullish S&P 500 Target

Strategist Outlines What Could Derail His Bullish S&P 500 Target

December 24, 2025


During an appearance on Yahoo Finance, Talley Leger discussed what could potentially derail his bullish take on the S&P 500 potentially reaching 8,500 in 2026.

The Wealth Consulting Group's Talley Léger Sees the S&P 500 Reaching 8,500 Next Year

The Wealth Consulting Group's Talley Léger Sees the S&P 500 Reaching 8,500 Next Year

December 15, 2025


During an appearance on CNBC Squawk on the Street, Talley Leger dove into his bullish take on the S&P 500 potentially reaching 8,500 in 2026, explaining how earnings growth and declining interest rates are powerful tailwinds while the setup for margin expansion remains intact.

Federal Reserve Approves Third Rate Cut of The Year

Federal Reserve Approves Third Rate Cut of The Year

December 10, 2025


During an appearance on LiveNOW from Fox Business Network, Talley Leger discussed the Fed’s latest interest rate cut, cooling inflation, and what it could mean for the economy heading into year-end. He highlighted that the policy rate remains above inflation and expects it to trend downward. He also emphasized that consumer balance sheets remain strong, supporting spending and overall financial resilience.

WCG Appoints Jason Ehrlich as Chief Financial Officer & Head of Corporate Development

WCG Appoints Jason Ehrlich as Chief Financial Officer & Head of Corporate Development

December 4, 2025


WCG has named long-time strategic advisor and industry leader Jason Ehrlich as CFO and Head of Corporate Development, strengthening our leadership team and accelerating our next phase of growth.

Santa Claus rally could breach 7k on S&P 500

Santa Claus rally could breach 7k on S&P 500

October 31, 2025


During an appearance on BNN Bloomberg, Jimmy Lee discussed his outlook on the markets and what’s driving stocks higher as earnings season continues. He highlighted strong corporate results, healthy margins, and more as key factors supporting growth.

Buying tech on the dips has been a good idea and still is

Buying tech on the dips has been a good idea and still is

October 27, 2025


During an appearance on CNBC Worldwide Exchange, Jimmy Lee discussed why strong earnings, lower rates, and outperformance in cyclicals could continue to drive markets higher. He noted that small caps and cyclicals have been rallying since the lows of April and could maintain momentum into year-end.

This market will end the year 'on a high note,'

This market will end the year 'on a high note,'

October 24, 2025


During a live in-studio appearance on Yahoo Finance, Talley Leger discussed what he expects out of the tech sector amid Q3 earnings results and how investors should position themselves. 

Contrarian Plays: Consumer Discretionary & Real Estate

Contrarian Plays: Consumer Discretionary & Real Estate

October 16, 2025


Talley Leger discussed his bullish outlook for the markets, noting, “Our view remains that we’re probably going to end the year on a high note... that would be 7000 on the S&P 500.” 

"Love" PLTR & QBTS, Labor Bigger Risk to Markets Than Tariffs

"Love" PLTR & QBTS, Labor Bigger Risk to Markets Than Tariffs

We create strategies that are tailored to your needs and goals.

Consumer discretionary stocks are attractive

Consumer discretionary stocks are attractive

October 9, 2025


Talley Leger, says the U.S. consumers remain in a solid position, and that bodes well for consumer discretionary stocks.

Stock rally not over but watch AI spending

Stock rally not over but watch AI spending

October 9, 2025


Talley Leger appears on Reuters to discuss how spending on artificial intelligence is boosting the markets and the economy, and a drop off could push stocks lower. 

Top economic insights as S&P 500 comes off 1.1% weekly gain

Top economic insights as S&P 500 comes off 1.1% weekly gain

October 6, 2025


On NYSE TV, Jim Worden highlighted market resilience and opportunities, noting AI-driven productivity, potential Fed cuts, and small-cap gains as growth drivers. He also stressed the importance of strong fundamentals and technicals.

U.S. dollar could be oversold in the short term

U.S. dollar could be oversold in the short term

October 6, 2025


During an appearance on BNN Bloomberg, Jimmy Lee said he believes the S&P 500 could reach 7,000 by year-end, highlighting the resilience of U.S. consumers and the strength of cyclical sectors.

As food prices rise, what keeps consumers dining out?

As food prices rise, what keeps consumers dining out?

October 1, 2025


Even as food prices increase, other factors are influencing consumer spending in the sector. Talley Leger joined the show to talk about what this means for investors. 

Bull Market Catalysts: Tech and Cyclical Stocks to Watch

Bull Market Catalysts: Tech and Cyclical Stocks to Watch

September 25, 2025


During an appearance on Schwab Network, Tally Leger discussed the dozen catalysts supporting a raging bull market, from Fed rate cuts and easing policy, plus highlighting his top stock picks, and more. 

Economic volatility 'in the months ahead'

Economic volatility 'in the months ahead'

September 25, 2025


Jimmy Lee shared why he’s bullish on stocks, calling housing the “juggernaut” that could lift investor confidence and drive markets higher. He also noted opportunities in cyclical sectors and the role of lower mortgage rates in sustaining momentum.

Markets Reflect on 'Cautious' Fed, 'Not Overly Bullish' on Gold

Markets Reflect on 'Cautious' Fed, 'Not Overly Bullish' on Gold

September 18, 2025


During an appearance on Schwab Network, Jim Worden discussed the Fed's impact on markets, along with the top sectors he and WCG are bullish on. 

Long on financials and industrials

Long on financials and industrials

September 12, 2025


During an appearance on BNN Bloomberg, Jimmy Lee discussed investing amid rate cuts and inflation pressures. 

Powell 'stuck the landing' in Jackson Hole: How to play the rally

Powell 'stuck the landing' in Jackson Hole: How to play the rally

August 22, 2025


Talley Leger expressed continued market optimism following Chairman Powell’s comments at the latest Jackson Hole Symposium, highlighted bullish catalysts including strong earnings, pessimistic investor sentiment, trade clarity, and the long-term economic impact of AI investments heading into year-end, and more. 

FED rate cut could propel S&P 500 over 7000

FED rate cut could propel S&P 500 over 7000

August 15, 2025


During this appearance on BNN Bloomberg, Jimmy Lee discussed what July’s strong retail sales means for markets, the broader economy, and investor sentiment, which sectors he remains bullish on, and more. 

Jimmy Lee Shares His Investing Playbook for Political Uncertainty

Jimmy Lee Shares His Investing Playbook for Political Uncertainty

August 8, 2025


In a featured Kiplinger article, Jimmy Lee, explains how investors can stay grounded amid shifting political landscapes. He emphasizes focusing on fundamentals, maintaining diversification, and resisting the urge to react to daily headlines when navigating policy changes and market volatility.

Impact of Japan-U.S. Trade Deal on Markets

Impact of Japan-U.S. Trade Deal on Markets

July 23, 2025


During an appearance on BNN Bloomberg, Jimmy Lee discussed what's driving markets into H2 2025, including AI momentum, strong earnings, ongoing tariff headlines, and the optimistic outlook for rate cuts. 

Investors using tariffs as buying opportunites

Investors using tariffs as buying opportunites

July 22, 2025


During a BBC News interview, Jimmy Lee discussed WCG’s optimistic outlook for markets and the economy through year-end, even projecting that the S&P 500 could potentially reach a target of 7000. 

Wall St ends modestly higher ahead of earnings, economic data

Wall St ends modestly higher ahead of earnings, economic data

July 14, 2025


During an interview on Reuters TV, Talley Leger explained why Trump’s latest tariff threats may be more bark than bite, and why short-term market weakness could offer buying opportunities. 

Bullish Outlook: S&P 500 Could Hit 7000, Cyclical Sectors to Shine

Bullish Outlook: S&P 500 Could Hit 7000, Cyclical Sectors to Shine

July 7, 2025


During an appearance on Schwab Network, Jimmy Lee discussed why he’s optimistic for H2 2025, highlighting potential tailwinds like lower interest rates, rising consumer confidence, and increased deal activity that could push the S&P 500 toward 7000. 

Consumer Sentiment, the Labor Market, and Broadening out of the AI Trade

Consumer Sentiment, the Labor Market, and Broadening out of the AI Trade

July 3, 2025


During a panel discussion on Nasdaq TradeTalks, Talley Leger highlighted the positive shift in consumer sentiment, his belief that Q2 could look stronger than expected, and more. 

Signs of a Broader, Healthier Market

Signs of a Broader, Healthier Market

July 2, 2025


Talley Leger spoke to MarketWatch about investment approaches amidst a broadening market rally. 

The Wealth Consulting Group Commences Next Phase of Growth Strategy

The Wealth Consulting Group Commences Next Phase of Growth Strategy

June 30, 2025


The Wealth Consulting Group (WCG), a fast-growing hybrid RIA and wealth management platform, today announced that Andy Kalbaugh has joined the firm as President.

SPX Path to 7000, A.I Opportunities Ahead

SPX Path to 7000, A.I Opportunities Ahead

June 20, 2025


During an appearance on Schwab Network, Jim Worden discussed why he still expects the Fed to cut rates 2-4 times this year, the labor market’s role, and his bullish take on AI, energy, and quality names – while noting that, even amid tariff and geopolitical concerns, the S&P 500 could reach 7,000. 

Breaking Down Inflation Trends, Fed Outlook, and Market Opportunities

Breaking Down Inflation Trends, Fed Outlook, and Market Opportunities

June 12, 2025


Talley Leger analyzed recent inflation data and discussed what it could signal about the economy and Fed policy. He also highlighted attractive sectors and valuations across the market. 

Markets Edge Higher with US-China Trade Talks Set to Continue

Markets Edge Higher with US-China Trade Talks Set to Continue

June 11, 2025


During an appearance on Bloomberg Radio’s Daybreak Asia, Jim Worden broke down market-moving trends, including the U.S.–China trade outlook, equity momentum, cooling inflation, and where he sees opportunity in consumer and international stocks. 

Markets on edge after Trump tariff move

Markets on edge after Trump tariff move

June 6, 2025


Talley Leger highlighted strategies for navigating the current investment landscape, portfolio, his expectations for inflation and Fed policy, sectors he’s favoring, and more. 

Serving Clients Holistically at Scale

Serving Clients Holistically at Scale

May 27, 2025


Jimmy shares his early experiences in the brokerage industry and how his perspective shifted towards a more holistic, client-centric approach.

Apple under pressure following recent threats

Apple under pressure following recent threats

May 23, 2025


Jimmy Lee, CEO of The Wealth Consulting Group, shares his analysis of Trump's threats to Apple and weighs in on the possibility of a recession in the U.S.

Why investors should stay focused on the long term

Why investors should stay focused on the long term

May 13, 2025


Jimmy Lee discusses President Donald Trump's trade strategy and the Federal Reserve's rate plan on 'Mornings with Maria.'

Yes, the Markets Are Spooked, But You Don't Have to Be

Yes, the Markets Are Spooked, But You Don't Have to Be

April 2, 2025


It's human nature for investors to freak out in a downturn. But with a little discipline, you can overcome the urge to sell and stay focused on long-term goals.

Investors calm despite expected tariffs

Investors calm despite expected tariffs

March 3, 2025


In a BBC News interview, Jimmy Lee discussed the market’s reaction to shifting tariff policies and his outlook for investors on deregulation and interest rates.

Nvidia's Q4 earnings, which sectors to consider investing in

Nvidia's Q4 earnings, which sectors to consider investing in

February 27, 2025


During an appearance on Fox Business Network, Jimmy Lee discussed his outlook on markets amidst Q4 earnings season, his takeaways from Nvidia’s latest earnings report, highlighted the broadening market, the potential impact of Fed rate cuts on different sectors, and more.

Investing in cyclical sectors and small cap stocks

Investing in cyclical sectors and small cap stocks

 February 18, 2025


Jimmy Lee joined Bloomberg Radio to share his bullish but measured outlook on the economy, the Fed’s next moves, and investment strategies for today’s market.

Trump tariff promises unnerve markets but leave questions

Trump tariff promises unnerve markets but leave questions

January 31, 2025


Jimmy Lee spoke to Reuters about Trump’s proposed tariffs, the volatility they may cause for markets, and potential buying opportunities for investors.

Two major themes in 2025 with potential deregulation and lower interest rates.

Two major themes in 2025 with potential deregulation and lower interest rates.

January 22, 2025


Jimmy Lee highlighted two major themes in 2025 with potential deregulation and lower interest rates. He also pointed to cyclicals and suggested keeping an eye on interest rate-sensitive sectors.

Dividend Stocks Have Slumped. Why UPS and Others May Bounce Back

Dividend Stocks Have Slumped. Why UPS and Others May Bounce Back

 January 21, 2025


Jimmy Lee shared his thoughts with Barron’s on why he thinks dividend stocks should do well in 2025

Economic outlook & potential tailwinds for investors

Economic outlook & potential tailwinds for investors

January 21, 2025


On Schwab Network, Jimmy Lee shared his bullish outlook for 2025, highlighting potential tailwinds for investors, as well as interest rate- sensitive sectors, like cyclicals, to keep an eye on, investment strategies to consider, and more.

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2024


Fed rates cuts could boost the economy

Fed rates cuts could boost the economy

December 17, 2024


Ahead of the Fed’s final meeting of 2024, Jimmy Lee joined Reuters TV to discuss how another rate cut could help boost the housing market and tackle the ongoing supply-and-demand challenges. He also highlighted how lower rates may benefit the average consumer.

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Positive outlook on US and Global markets

Positive outlook on US and Global markets

December 13, 2024


During an appearance on BBC News, Jimmy Lee discussed his positive outlook on US and global markets, highlighting how the ongoing rally is extending beyond tech and the Magnificent 7, with other sectors starting to gain traction. He also touched on how deregulation could further boost market growth.

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Can Stocks Pull Off a Third Consecutive Year of Big Gains?

Can Stocks Pull Off a Third Consecutive Year of Big Gains?

December 8, 2024


In this WSJ article, Jimmy Lee takes a deep dive into how mega-cap tech stocks have been driving the market rally this year and what investors may expect through year-end, as well as areas of opportunity with more stable valuations.

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Where investors might find value in 2025

Where investors might find value in 2025

December 2, 2024


During an interview on Bloomberg Radio’s Drive to the Close, Jimmy Lee delved into his bullish take on equities and whether the market can sustain its momentum into 2025, where he’s seeing opportunities, and more.

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Why investors are 'hopeful' for 2025

Why investors are 'hopeful' for 2025

November 25, 2024


During an appearance on Yahoo Finance, Jimmy Lee discussed his outlook for the S&P 500 through the remainder of the year, opportunities in sectors beyond the ‘Magnificent 7,’ and the potential impact of Trump’s tariffs on global markets.

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Bullish on equities despite election risk

Bullish on equities despite election risk

October 31, 2024


During an appearance on CNBC Street Signs Asia, Jimmy Lee discussed his thoughts on large cap tech as the “Mag 7” begings to report earnings, his broader market outlook, and more.

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The impact of the crisis in the Middle East on stocks

The impact of the crisis in the Middle East on stocks

October 17, 2024


During an appearance on Fox Business Network, Jimmy Lee shared his outlook on markets amidst ongoing geopolitical concerns, his takeaways on Q3 earnings so far, and more.

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Higher interest rates. What it could mean for US debt

Higher interest rates. What it could mean for US debt

October 7, 2024


On BBC News, Jimmy Lee emphasized the critical need to address the US government's rising debt ahead of the upcoming election.

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Schwab Network

Schwab Network

October 3, 2024


On Schwab Network, Jimmy Lee offered insights into how to approach stock pullbacks as well as highlighted key sectors to watch, his outlook on Fed policy for the remainder of the year, expectations for the upcoming earnings season, and more.

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BNN Bloomberg

BNN Bloomberg

September 21, 2024


Jimmy Lee talked about how the Fed rate cut will have a net positive effect on the consumer and the chances of a recession remain low.

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Schwab Network

Schwab Network

July 29, 2024


On Schwab Network, Jimmy Lee delved into investment ideas as the recent rotation out of the mega-cap tech trade continues to broaden out. He highlighted other sectors of the market he foresees potentially benefiting from a September Fed cut and more.

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Bloomberg Radio

Bloomberg Radio

July 23, 2024


During an interview on Bloomberg Radio, Jimmy Lee shared his thoughts on the recent rotation out of big tech, where to position portfolios for the remainder of the year, and more.

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CNBC Asia – World Exchange

CNBC Asia – World Exchange

July 23, 2024


During an appearance on CNBC Worldwide Exchange, Jimmy Lee highlighted investment strategies to consider, what to watch this earnings season, sectors poised to ‘bounce back’ in a lower rate environment, and more.

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CNBC Asia

CNBC Asia

July 2, 2024


During a recent appearance on CNBC Asia, Jimmy Lee highlighted his expectations for a broadening out of investment flows after the Fed starts cutting rates and more.

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Ticker News

Ticker News

June 20, 2024


On Ticker News, Jimmy Lee highlighted strategies for navigating the current investment landscape, portfolio positioning from a geopolitical standpoint, his expectations for inflation and Fed policy, sectors he’s favoring and more.

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Schwab Network

Schwab Network

June 11, 2024


On Schwab Network, Jimmy Lee delved into his markets and economic outlook, sector-specific insights, and more amidst this week’s June Fed meeting.

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BNN Bloomberg

BNN Bloomberg

June 10, 2024


During a recent appearance on BNN Bloomberg, Jimmy Lee highlighted sectors he foresees rallying into the first Fed rate cut, potential geopolitical concerns for markets, the risks of trying to time the market, investment strategies to consider, and more.

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Reuters

Reuters

 May 9, 2024


During his appearance on Reuters TV, Jimmy Lee highlighted the potential value in developed countries and emerging markets, how a dollar dip could bode well for international stocks, and more.

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Schwab Network

Schwab Network

April 26, 2024


On Schwab Network, Jimmy Lee delved into his expectations for the upcoming Fed meetings, his latest market and economic outlook, sectors to keep in focus, and more.

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Bloomberg Radio

Bloomberg Radio

Jimmy Lee, CEOApril 16, 2024


Jimmy Lee discussed his outlook for markets, the economy, Fed policy, and more during his latest interview on Bloomberg Radio.

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Ticker News

Ticker News

March 13, 2024


On Ticker News, Jimmy Lee discussed his thoughts on the recent inflation data report, the likelihood of a soft landing this year, as well as areas of opportunity, outside of mega cap tech growth, if rates decline.

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BNN Bloomberg

BNN Bloomberg

March 12, 2024


During a recent interview on BNN Bloomberg, Jimmy Lee highlighted ways to approach the current bull market and potential areas of opportunity to arise amidst a rate cut.

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Bloomberg Radio

Bloomberg Radio

February 20, 2024


On Bloomberg Radio, Jimmy Lee discussed his expectations for technology stocks and Fed rate policy. Jimmy also shared barbell strategies to consider, highlighted sectors to keep an eye on, and more.

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Fox Business Network

Fox Business Network

February 19, 2024


During his latest appearance on Fox Business Network, Jimmy Lee shared his expectations for future Fed rate cuts, sectors poised to benefit from declining inflation, thoughts on earnings, and more.

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BNN Bloomberg

BNN Bloomberg

February 8, 2024


During a recent interview on BNN Bloomberg, Jimmy Lee wrapped up the trading day with insights into the U.S. economy, looming Fed rate cuts, and more.

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Schwab Network

Schwab Network

February 5, 2024


On Schwab Network, Jimmy Lee delved into his outlook on the economy, sector-specific insights, highlighted potential opportunities in international markets, and more.

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Reuters TV

Reuters TV

January 30, 2024


On Reuters TV, Jim Worden discussed his reasoning behind narrowing down the Magnificent 7 stocks to what he calls the "Fab Five," pointing to challenges for Tesla and Apple.

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Fox Business Network

Fox Business Network

January 19, 2024


During his latest appearance on Fox Business Network, Jimmy Lee shared his bullish markets and economic outlook ahead of the Fed’s rate decisions this year.

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2023


Fox Business

Fox Business

December 27, 2023


Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.

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Nasdaq

Nasdaq

December 18, 2023


During his latest appearance on CNBC Asia, Jimmy Lee discussed his market and economic outlook, Fed policy, investment strategy, and more.

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Schwab Network

Schwab Network

December 6, 2023


On Schwab Network, Jim Worden discussed Toll Brothers’ fourth quarter earnings report, his expectations for mortgage rates in 2024, homebuilder stocks to watch, and more.

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Schwab Network

Schwab Network

December 4, 2023


On Schwab Network, Jimmy Lee shared his outlook on the market and economy for year-end and into 2024, and more.

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Bloomberg Radio

Bloomberg Radio

December 4, 2023


On Bloomberg Radio, Jimmy Lee discussed his views on the US economy, stock market, Fed, and more in 2024.

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Ticker News

Ticker News

November 15, 2023


Jimmy Lee joined Ticker News to discuss his base case for a recession following the release of better-than-expected inflation data and subsequent market rally.

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BNN Bloomberg Radio

BNN Bloomberg Radio

November 9, 2023


During a recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the stock market, economy, potential for a U.S. recession in 2024, sectors on his radar, and more.

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CNBC Asia

CNBC Asia

November 8, 2023


During his latest appearance on CNBC Asia, Jimmy Lee discussed his markets and economic outlook, the Fed, sectors he finds favorable, and more. 

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Bloomberg Radio

Bloomberg Radio

October 31, 2023


Jimmy Lee joined Bloomberg Radio to discuss his outlook on markets, the Fed, and short and long-term opportunities he sees within the fixed income and equity side.

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Fox Business Network

Fox Business Network

October 17, 2023


Jimmy Lee joined Fox Business to share his outlook on Q3 earnings, possibility of a recession, where markets are potentially headed, and more.

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Schwab Network

Schwab Network

October 9, 2023


On Schwab Network, Jimmy Lee discussed the uncertainty surrounding markets and the economy, impact of geopolitical tensions, investing in a high-rate environment and more. 

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Reuters TV

Reuters TV

September 27, 2023


Jimmy Lee believes any stock-market selloff due to partial shutdown of the U.S. government would be “temporary” and present a “buying opportunity” for investors. 

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Fox Business Network

Fox Business Network

September 11, 2023


Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.

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BNN Bloomberg

BNN Bloomberg

September 1, 2023


In an recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the market and economy and investment strategies as we begin the historically weakest month of the year.

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Bloomberg Radio

Bloomberg Radio

 August 23, 2023


Jimmy Lee joined Bloomberg Radio to discuss the Fed’s upcoming Jackson Hole Symposium and his outlook on inflation.

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