Talley Léger is the Chief Market Strategist at WCG. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor.
Keyport, NJ
Joined April 2012
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We’re excited to introduce a preview of The Wealth Consulting Group's 2027 Market and Economic Outlook, “An ‘Odyssean’ S&P 500 Price Target.”
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Read why I think core inflation momentum is right where it should be, and how a bond market rally could relieve inflation- and rate-sensitive consumer stocks.
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In this week’s episode of The Bull of Wall Street (Ep. 89), it was the Talley and Jim show, including a brass bull 🐂 and a crystal ball 🔮 for stage props!
🎧 Watch the full show 👇
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Is there a sector of the stock market that shows signs of asset efficiency, structural scaling and operating leverage? Which metrics are best for measuring operational efficiency, capacity utilization and employee productivity? Click below for answers:
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We had a blast sitting down with Ritholtz Wealth’s @michaelbatnick for Episode 87. No stuffy corporate boilerplate here -- just unmatched candor, market insights and an un-healthy debate on everything from portfolio construction to Manhattan pizza slices:
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Despite a mixed scorecard for big bank results, read about the 7+ fundamental tailwinds that validate our constructive longer-term stance and why we believe the foundational health of the banking system remains robust:
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The risk is that investors double down on their defensiveness at precisely the wrong moment. IMHO, stocks still have room to run into 1Q27:
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I recently joined the legendary @ChuckJaffe -- who has a knack for eliciting extreme statements from me -- on Money Life to break down why stocks are marching to the beat of their own drum. Catch the full conversation here (31:45 mark):
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What the heck is a "Catch-22?" What does it have to do with small caps?
Read about smaller companies' growth-quality paradox, how small caps could continue flying without sacrificing growth and why they need a break, not a recession.
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Take a listen 👂🏻
@TalleyLeger of @WealthCG on why "valuations matter zero" but earnings are everything to this market, Paul Benda of @ABABankers on consumer scams and knowing that #BanksNeverAskThat, plus Massy Williams on @Vanguard_Group study that's busting myths on women's investing habits.
I'm honored and humbled to be recognized by Titan Investors as Allocator of the Year 2026 and a Titan of the Industry. 🏆
Check out the original announcement here: lnkd.in/p/gjfZBj4V
It was a blast riffing with the legendary @LizClaman on @FoxBusiness’ The Claman Countdown:
video.foxbusiness.com/v/6406…
While you may not be surprised by Leger's Law of Dynamic Optimism, you may be pleasantly surprised by how the stock market has usually performed in the current monetary regime:
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Isaac Asimov's Zeroth Law:
0. A robot may not injure humanity, or, through inaction, allow humanity to come to harm.
- Robots and Empire, 1985
What level of interest rates would it take to break stocks? Learn why it would require a rate environment unseen since the severe Volcker tightening of the early 1980s, and crunch through my mathematical exercise highlighting why earnings dominate yields:
linkedin.com/pulse/would-tak…
Pop the champagne! #WCG hit another milestone: The Wealth Consulting Group has officially zoomed past $12.1 billion in Assets Under Advisement (AUA)!
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Yahoo Finance’s new show #MarketHang is way better than Between Two Ferns and Market Overhang, certainly :)
We tackled the latest trending topics and broke down what they actually mean for everyday investors navigating this market:
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There was a lotta activity at the NYSE today! Nice seeing you, Diane King Hall, Sam Vadas … and Marco Rubio!
The earnings engine is running hot! 🏎️
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