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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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:
linkedin.com/pulse/banking-s…
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:
youtube.com/watch?v=lkEOnq8c…
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:
linkedin.com/pulse/mixed-ban…
The risk is that investors double down on their defensiveness at precisely the wrong moment. IMHO, stocks still have room to run into 1Q27:
schwabnetwork.com/video/tall…
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):
lnkd.in/efJYtDYU
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:
linkedin.com/pulse/yielding-…
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:
youtube.com/live/LCyUn47X_5Q…
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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There was a lotta activity at the @NYSE today! Nice seeing you @DianeKingHall, @sam_vadas … and @marcorubio!
.@TalleyLeger explains how he’s assessing the Fed’s rate path, earnings, AI capex, and the potential impact on markets.
“The earnings engine is running hot through the remainder of the year,” Leger says. But next year, “we’re going to have a higher watermark where the comparisons get more difficult.”
For more: schwabnetwork.com/?CID=SM:Tw…
Big news on a big climb!
We’re thrilled and a bit breathless to announce that The Wealth Consulting Group surged 33 spots on Barron's 2026 Top 100 #RIA Firms list, jumping from #95 to #62!
Check out the full rankings here and catch us on page 8/11:
lnkd.in/eJuc-UTN
What matters more for stocks: Rates or earnings?
Read about my new Macro Momentum Indicator, how the 4 cylinders of the earnings engine are running hot for now, but may downshift to a lower gear in 1Q27:
linkedin.com/pulse/earnings-…
