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Untamed Ethos

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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

Untamed Ethos: Ignored Psychology Reshapes Finance and Markets

A B2B podcast arguing that understanding behavior, worldview, and institutional concentration unlocks better financial decisions. Evidence comes from insider testimonies, academic research, and market data.

Untamed Ethos operates on a core thesis: most financial professionals and investors fail because they ignore the psychological, ethical, and systemic forces shaping decisions and markets. The channel proves this through direct testimony from Wall Street insiders, academic experts in behavioral finance and psychology, and market analysis showing hidden concentration of power. Rather than treating finance as a technical puzzle, the show treats it as a human one.

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%

global ETF market controlled by three financial titans

$42

average return per $1 spent on email marketing

92%

financial advisors using social media for business

20%

U.S. children and youth with significant mental health challenges

What the channel argues

DataThree financial titans now control 80% of the global ETF market, concentrating unprecedented power.→
DataJPMorgan Chase paid $75 million in a settlement over Jeffrey Epstein sex trafficking ties.→
DataEmail marketing delivers $42 return for every $1 spent, yet most marketers ignore psychology behind opens.→
InsightWorldviews and early life experiences shape financial decisions in ways individuals rarely recognize.→
Data92% of financial advisors now use social media for business, raising stakes for advisor brand management.→
Data20% of children and youth aged 3-17 in the U.S. experience significant mental health challenges.→

What you'll learn

•Email open rates depend on psychology and emotion, not just subject lines: understanding recipient behavior multiplies ROI.
•Three companies now control 80% of ETF assets, raising questions about whether 'democratized' investing concentrates power differently than it did before.
•Financial advisors face pressure to master social media presence alongside technical expertise, creating new professional risks.
•Personal worldviews and childhood beliefs drive financial decision-making more than rational analysis alone.
•Major financial institutions face ethical scrutiny when corporate values clash with controversial ties or policy positions.

What to do about it

→Audit your email strategy for psychological triggers: timing, emotion, relationship-building, and reciprocity, not just open rates.
→Evaluate your tech stack against Joe Moss's AdvisorTech Stack framework to separate genuine innovation from hype in 2025.
→Establish a deliberate social media strategy or risk losing younger clients while exposing your firm to trolling and reputation damage.

Who and what shows up

Dr. Joshua I. Wilson

Host and Founder, United Ethos Wealth Partners

Frames every episode around psychology and ethics in finance; recently defended his PhD dissertation.

Robert M. Mennella

JPMorgan whistleblower and Founder, EQW/Eqwitty Research

Exposed systemic practices at JPMorgan that silently erode investor returns; authored 'Heavily Redacted: A JPMorgan Whistleblower's Journey.'

Robert E. Brooks

Professor Emeritus, The University of Alabama; CFA

Conducted research on how worldviews and upbringing influence financial choices; authored 'Foundations of Personal Finance: A Christian Perspective.'

Dr. Corey Clark

Executive Director, Adversarial Collaboration Project, University of Pennsylvania

Researches moral and political psychology; advocates for collaborative approaches that unite scientists with differing views to resolve core disagreements.

Joe Moss

COO, January Capital Advisors

Authored 'The Ultimate AdvisorTech Stack for 2025,' a guide for financial advisors navigating AI-driven tools and technology integration.

Questions this channel answers

Q

How does psychology shape financial decision-making?

Personal worldviews, childhood experiences, and deep-seated beliefs shape economic behaviors and financial choices more than rational analysis. Understanding the 'why' behind decisions is more important than the 'what.'

How Worldview Shapes Financial Decisions: Unveiling Beha… →
Q

What technology should financial advisors prioritize in 2025?

AI-driven tools are reshaping advisory, but advisors must strategically evaluate which tools genuinely streamline operations versus which are overhyped. Joe Moss's Ultimate AdvisorTech Stack for 2025 provides a framework.

The Must-Have Financial Advisor Tech for 2025 →
Q

How concentrated is power in the financial markets?

Three financial titans control 80% of the global ETF market, raising questions about whether supposedly democratized investing has simply concentrated power in new hands.

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

Why does institutional ethics matter to investors?

Major financial institutions face mounting scrutiny over ethical commitments when controversial ties and policy positions clash with stated corporate values, as shown by JPMorgan's Epstein settlement and CEO remarks on property.

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

How should financial advisors market themselves today?

92% of financial advisors use social media for business; mastering digital presence and audience engagement is now as critical as technical expertise, though it introduces new reputation risks.

Modern Marketing in Wealth Management Requires Prioritiz… →
Topics:Behavioral finance and worldviewFinancial advisor technology and AIInstitutional concentration and market powerEmail marketing psychologyESG, DEI, and corporate ethics
Themes:Behavior and psychology trump technical metrics in financeInstitutional concentration creates hidden power imbalancesEthical commitments in finance are tested by controversial ties and policy contradictions

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