In The Media
2026
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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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
2023
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.
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.
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.
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.
Bloomberg Radio
December 4, 2023
On Bloomberg Radio, Jimmy Lee discussed his views on the US economy, stock market, Fed, and more in 2024.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Bloomberg Radio
August 23, 2023
Jimmy Lee joined Bloomberg Radio to discuss the Fed’s upcoming Jackson Hole Symposium and his outlook on inflation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stock investing includes risks, including fluctuating prices and loss of principal. All indices are unmanaged and may not be invested into directly. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies. Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.