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Unfiltered conversations for executives, investors, and serious professionals.

Untamed Ethos brings together investment professionals, executives, and subject-matter experts for unfiltered discussions on business, personal growth, investing, and current events. The format is candid and conversational, designed for well-rounded professionals who want honest takes without a corporate filter. Episodes cover a broad range of topics relevant to senior B2B leaders and investors.

27 episodes
Channel Brief·Untamed Ethos · 27 episodes
Updated Mar 6, 2025

Money, power, and worldview shape the financial future

Untamed Ethos argues that financial decisions, market concentration, and advisor success turn on psychology, institutional ethics, and community rather than mechanics alone. The channel tests this claim through insider accounts, behavioral research, and market data.

Untamed Ethos rejects the premise that finance is neutral. Hosted by Dr. Joshua Wilson, the channel contends that personal worldviews, institutional power, and the psychology of attention shape financial outcomes more than most professionals acknowledge. This thesis appears in episodes on email ROI (psychology of open rates), advisor tech (the need to navigate hype), JPMorgan's hidden damage, and the concentration of ETF control, all of which treat financial behavior as a product of belief, relationship, and structural incentive rather than pure rationality.

Drawn from The Science of Email Success: Secrets to Highe… and 3 more →

“For every $1 spent on email marketing, an average return of $42 is expected.”

Episode 1: The Science of Email Success

By the numbers

80%

of global ETF market controlled by three firms

$42

Return per $1 spent on email marketing

$75M

JPMorgan settlement for sex trafficking lawsuit involving Epstein

20%

of US children aged 3-17 experiencing significant mental health challenges

What the channel argues

DataThree financial titans now control 80% of the global ETF market, raising concentration risk.→
DataEmail marketing delivers $42 return per $1 spent, yet most marketers ignore its psychological drivers.→
DataJPMorgan paid $75 million to settle a sex trafficking lawsuit tied to Jeffrey Epstein.→
Data20% of children and young people aged 3-17 in the US experience significant mental health challenges.→
InsightPersonal worldviews and early life experiences shape financial decisions in ways people rarely recognize.→
Data92% of financial advisors now use social media for business, raising stakes for digital presence.→

What you'll learn

•Why email psychology matters more than message frequency: open rates turn on attention-capture and relationship timing, not volume.
•How worldview and childhood beliefs unconsciously drive investment decisions and risk tolerance in ways financial planning typically ignores.
•Why institutional concentration (three firms controlling 80% of ETF flows) poses systemic risks that passive index strategies may not address.
•How advisors can build stronger client relationships through strategic questioning rather than product-pushing alone.
•Why financial institutions face ethical scrutiny when corporate values clash with controversial affiliations or policy positions.

What to do about it

→Audit your email marketing for psychology: test open rates by varying send timing, subject framing, and relationship-building sequencing, not just frequency.
→Map your advisory clients' worldviews and childhood financial experiences as part of discovery; use this to explain risk tolerance and goal preference more honestly.
→Evaluate concentration risk in your portfolio and client portfolios by checking ETF holdings and whether passive index weighting leaves you overexposed to decisions made by three institutions.

Who and what shows up

Dr. Joshua I. Wilson

Host, Founder of United Ethos Wealth Partners

Frames financial and behavioral questions; holds guests accountable to evidence; recently defended PhD dissertation and poses recurring challenges to institutional conventional wisdom.

Robert M. Mennella

JPMorgan whistleblower, Author of Heavily Redacted, Founder of EQW/Eqwitty Research

Exposed systemic practices within JPMorgan Chase that silently erode investor returns, bringing Wall Street insider perspective to institutional ethics discussion.

Dr. Robert E. Brooks

Professor Emeritus, University of Alabama; CFA; Investments and financial risk management researcher

Demonstrated how worldviews and upbringing influence financial choices through research on Foundations of Personal Finance from a Christian perspective.

Dr. Corey Clark

Executive Director, Adversarial Collaboration Project, University of Pennsylvania; Researcher in moral and political psychology

Argues that conflicting scientific perspectives strengthen research when united by shared inquiry, offering a model for resolving disagreements in bias-laden environments.

Dr. Russell Rhoads

Clinical Associate Professor, Indiana University Kelley School of Business

Recurring guest exploring NASDAQ strength, stock-bond divergence, options trading signals, Gen Z workforce challenges, and cryptocurrency's challenge to passive index investing.

Questions this channel answers

Q

How do worldviews and early life shape financial decisions?

Personal beliefs formed in childhood act as foundational lenses through which people interpret risk, value, and money. Understanding these beliefs helps advisors align recommendations with clients' true priorities rather than assumed preferences.

How Worldview Shapes Financial Decisions: Unveiling Beha… →
Q

Why do major financial institutions face ethical scrutiny?

Institutions like JPMorgan face scrutiny when controversial affiliations (such as ties to Jeffrey Epstein, resulting in a $75 million settlement) or policy positions clash with stated corporate values on ethics and governance.

Episode #24: JPMorgan Insider Tells All: The Hidden Dama… →
Q

What role does community play in financial success?

Companies with robust community backing tend to outperform counterparts. Community-driven strategies now outperform traditional transactional approaches in competitive financial markets.

Creating Culture Change and Authentic Community: The New… →
Q

How concentrated is power in the ETF market?

Three financial titans control 80% of the global ETF market, raising questions about whether supposedly democratized investing is truly decentralized or concentrated in a few hands.

The Silent Takeover: How Three Financial Titans Redefine… →
Q

How important is social media presence for financial advisors?

92% of financial advisors use social media for business, making digital presence essential for staying competitive and reaching younger investors, though it also exposes advisors to online risks.

Modern Marketing in Wealth Management Requires Prioritiz… →
Topics:Behavioral finance and decision psychologyFinancial advisor technology and AIInstitutional concentration and market powerCommunity-driven wealth managementFinancial ethics and whistleblower accounts
Themes:Worldview and psychology shape financial behavior more than mechanicsInstitutional power and concentration raise ethical and systemic risksCommunity and authentic relationship building outperform traditional transactional finance

Industry context

Behavioral economics research increasingly examines how psychological factors and ethical considerations influence financial decision-making, moving beyond traditional models that assume purely rational economic actors.