InsightsWhen the Networks Want an Opinion,
They Call WCG.
Our leaders appear regularly on national financial media to talk through markets, policy and what any of it means for the people we serve.
RECENTLatest Appearances
August - 2026
BNN Bloomberg
Can Earnings Keep Driving Stocks?
August 31, 2026
On BNN Bloomberg, Jimmy Lee discussed rising oil prices, renewed U.S.-Iran tensions, and what they could mean for inflation, interest rates, and markets. He also shared where WCG is seeing opportunities, including industrials, financials, and materials, why he would look to technology on rate-driven selloffs, and how lower rates could eventually provide another catalyst for small caps and the housing market.
Fox Business
Expert Says Nvidia is Cheap by Typical Metrics
August 28, 2026
During this appearance on Fox Business Network, Jim Worden discussed why he believes Nvidia remains attractively valued despite its impressive growth and why he sees a runway for continued profit and revenue growth through 2030.
Schwab Network
How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run
August 25, 2026
On Schwab Network, Talley Leger broke down why he’s more bullish on the market than he expected to be in 2026, pointing to a resilient economy, strong corporate earnings, and a neutral Fed as reasons for optimism. While near-term concerns around inflation and the labor market may create volatility, Talley explains why long-term investors should take a step back and view market pullbacks as “gifts, not punishments.”
Schwab Network
Jim Worden on NVDA Bull Case, Energy Risks & INTC, PLTR, MU in Portfolio
August 24, 2026
On Schwab Network, Jim Worden shared his bullish outlook on Nvidia ahead of the company’s Q2 earnings report, while also highlighting opportunities across names including Intel, Palantir, and Micron as part of a diversified approach to the market. He also discussed why the energy sector could offer significant upside in the years ahead.
Fox Business
US National Debt Eclipses $40T as Interest Expenses Soar
August 20, 2026
Jimmy Lee joined Fox Business Network to discuss the debt burden, long-term yields, the Fed, and what could drive markets higher through year-end.
Bloomberg
Title Here
August 13, 2026
During this appearance on Bloomberg Surveillance, Jim Worden highlights investment strategies, specific stock positions, and broader market trends, including SpaceX investment as a long-term "thematic play" held in a smaller sleeve of their portfolio rather than a tactical trade. Jim also emphasizes the importance of potential developments in AI, Starlink, and orbital data centers as reasons for this exposure.
Yahoo Finance
AI Theme Has 'a Long Way to Run': Strategist
August 7, 2026
During this appearance on Yahoo Finance, Talley Léger discusses market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers.
July - 2026
Fox Business
Wealth Expert Explains How Campbell’s Stock Could Benefit From AI
July 20, 2026
During this appearance on Fox Business Network, Jim Worden shared his top stock picks while discussing how food giants face inflation and GLP-1 pressures.
Fox Business
Market analyst 'Very Optimistic' About Earnings Growth
July 20, 2026
During this appearance on Fox Business Network, Jimmy Lee shared why he remains optimistic about the market, pointing to broad-based earnings growth, cooling inflation, and strong underlying fundamentals as key drivers of the current bull market. While acknowledging pockets of speculation, he said he believes the market is well-positioned to finish the year strongly as earnings continue to support investor confidence.
BNN Bloomberg
Does the Market Still Have More Wall to Climb?
July 17, 2026
During this appearance on BNN Bloomberg, Talley Leger discussed why he believes the market rally may have more room to run, highlighting the role of investor sentiment, positioning, and strong underlying fundamentals.
Bloomberg
SpaceX Fights to Stay Above $135 IPO Price Weeks After Debut
July 14, 2026
In this Bloomberg article, Talley Leger offered his perspective on SpaceX's post-IPO pullback, noting that further weakness could present a buying opportunity for long-term investors.
Schwab Network
Buy the Dip? Talley Leger Says the Bull Market Isn't Done Yet
July 8, 2026
During this appearance on Schwab Network, Talley Leger shared his mid-year market outlook, explaining why he believes the current bull market still has room to run despite rising oil prices and ongoing geopolitical uncertainty.
June - 2026
Fox Business
Stocks Rally to Start Holiday Week as AI jitters, China Competition Loom
June 29, 2026
During an appearance on Fox Business Network, Jimmy Lee discussed what’s driving markets during the holiday-shortened week, including U.S. futures, AI valuations, and recent IPO delays. He noted that delayed IPO timelines don’t change the longer-term investment case for AI, even as concerns around valuations continue to surface. Lee also emphasized that investors should stay focused on fundamentals rather than short-term market noise as AI innovation accelerates globally.
Yahoo Finance
Strategist Explains Balance the Market is Looking for at End of First Half 2026
June 24, 2026
During an appearance on Yahoo Finance, Talley Leger discussed why recent energy-driven inflation pressures may be obscuring a more stable underlying inflation trend, noting that broader inflation remains largely under control. He also explained what bond market signals suggest about the economic outlook, highlighted his view that stocks still have room to rise, and cautioned that one of the biggest risks for investors today may be staying on the sidelines and missing market gains.
S&P Global
Asian Stocks Set to Extend Outperformance of Global Peers
June 17, 2026
Jimmy Lee’s insights on international equities were included in this S&P Global Market Intelligence article, highlighting concentrated areas and effects of the recent oil shocks.
Bloomberg
Stock Market Moves On From SpaceX to Focus on Iran Deal, Fed
June 14, 2026
In this Bloomberg article, in reference to the potential SpaceX IPO, Talley Leger advocated for a disciplined, long-term investment strategy, emphasizing patience and waiting for better valuations rather than buying amid the initial enthusiasm surrounding the offering.
S&P Global
Equity Markets Brace for Summer of Hot Inflation
June 9, 2026
Jimmy Lee’s insights were included in this article about how the recent oil shock is impacting inflation and his outlook for interest rates and Fed policy.
S&P Global
Small-cap Rally Signals Market Broadening Alongside Mega-cap Tech Rally
June 5, 2026
Jimmy Lee’s insights were included in this S&P Global Market Intelligence article about market leadership becoming concentrated in a few high-performing sectors, and investors typically broadening their investments into less crowded opportunities to diversify risk and capture future growth potential, especially when new capital enters the market.
Schwab Network
Talley Leger Eyes 8,500 SPX, Strong May Jobs Conflict with Sticky Inflation
June 5, 2026
During an appearance on Schwab Network, Talley Leger highlighted a mixed economic backdrop, with moderate job growth and persistent inflation influencing bond markets, while strong corporate fundamentals and improving market conditions continue to support a positive outlook for stocks.
May - 2026
BNN Bloomberg
'I Do Believe That Oil Prices Will Come Down Shortly': Lee
May 25, 2026
During an appearance on BNN Bloomberg, Jimmy Lee discussed market volatility, interest rates, inflation, oil prices, and where investors may be finding opportunity in today’s environment. He highlighted opportunities beyond mega-cap tech, including industrials, materials, small caps, and international equities, while emphasizing the importance of staying active, selective, and buying tech on dips amid ongoing volatility.
Fox Business
How to Keep Optimistic While Investing
May 12, 2026
Jim Worden explained how to remain optimistic when investing and identified key companies for opportunities on Fox Business Network’s 'Making Money.'
Yahoo Finance
Why Mid-cap Stocks Are Stuck in 'No Man's Land'
May 11, 2026
On Yahoo Finance, Talley Leger discussed the mega-cap and middle and small-cap stock swings in the current market coming out of a volatile period sparked by the US-Iran war.
Cow Guy Close
Talley Leger Breaks Down the Market Rally on Cow Guy Close
May 5, 2026
On Cow Guy Close, Talley Leger discussed the recent market rally and the key economic indicators shaping investor sentiment. He shared insights on corporate earnings, the evolving K-shaped economy, rising oil prices, and the headwinds and opportunities he sees for markets ahead. Talley also noted the impact of geopolitical developments and what they could mean for investors.
April - 2026
Cow Guy Close
Talley Leger on the Reopening of the Strait of Hormuz
April 17, 2026
During an appearance on Cow Guy Close, Talley Leger discussed the reopening of the Strait of Hormuz and what it could mean for investors.
BNN Bloomberg
Market Outlook: Earnings strength pushes stocks to new records
April 16, 2026
During an appearance on BNN Bloomberg, Talley Leger discussed what’s driving markets higher, as well as why robust earnings, resilient sentiment, and AI-driven growth continue to lead the way.
March - 2026
Yahoo Finance
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.
Schwab Network
'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.
Schwab Network
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.
BNN Bloomberg
'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.
Schwab Network
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.
Schwab Network
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.
BNN Bloomberg
'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 Global
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.
BBC News
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.
February - 2026
Reuters
Stocks Fall as Investors Mull AI Disruptions, Oil Prices Rise
February 26, 2026
Talley Leger shared his take on semiconductors in this Reuters article.
Schwab Network
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.
Schwab Network
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.
January - 2026
BNN Bloomberg
'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.
Yahoo Finance
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.
CNBC
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.
BNN Bloomberg
'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.
Schwab Network
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.
BBC News
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.
December - 2025
Kiplinger
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.
Yahoo Finance
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.
CNBC
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.
LiveNOW from FOX
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.
PR Newswire
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.
October - 2025
BNN Bloomberg
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.
CNBC
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.
Yahoo Finance
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.
Schwab Network
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.”
YouTube
"Love" PLTR & QBTS, Labor Bigger Risk to Markets Than Tariffs
date not listed
We create strategies that are tailored to your needs and goals.
Reuters
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.
Reuters
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.
NYSE TV
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.
BNN Bloomberg
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.
MarketWatch
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.
September - 2025
Schwab Network
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.
Fox Business
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.
Schwab Network
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.
BNN Bloomberg
Long on financials and industrials
September 12, 2025
During an appearance on BNN Bloomberg, Jimmy Lee discussed investing amid rate cuts and inflation pressures.
August - 2025
Yahoo Finance
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.
BNN Bloomberg
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.
Kiplinger
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.
July - 2025
BNN Bloomberg
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.
BBC News
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.
Reuters TV
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.
Schwab Network
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.
Nasdaq
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.
MarketWatch
Signs of a Broader, Healthier Market
July 2, 2025
Talley Leger spoke to MarketWatch about investment approaches amidst a broadening market rally.
June - 2025
PR Newswire
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.
Schwab Network
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.
NYSE TV
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.
Bloomberg Radio
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.
Ticker News
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.
May - 2025
Mile Marker Podcast
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.
TV Station
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.
Fox Business
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.'
April - 2025
Kiplinger
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.
March - 2025
BBC News
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.
February - 2025
Fox Business
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.
Bloomberg Radio
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.
January - 2025
Reuters
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.
YouTube
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.
Barron's
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.
Schwab Network
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.