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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

Wealth markets face concentrated power, behavioral truth-seeking redefined

Untamed Ethos argues that financial advisors and institutions must reckon with structural market concentration, hidden bank practices, and the psychology of decision-making. The proof is grounded in insider testimony, data on market consolidation, and behavioral research.

Untamed Ethos contends that modern finance is shaped by three structural realities: massive concentration of wealth management power, the behavioral and philosophical roots of investment decisions, and systemic practices within major banks that silently erode returns. The channel proves this through JPMorgan whistleblower testimony, market share analysis of ETF giants, and expert conversations on worldview-driven financial choice.

Drawn from Episode #24: JPMorgan Insider Tells All: The H… and 2 more →

“It's the hidden stuff that hurts the most.”

Robert M. Mennella, JPMorgan whistleblower

By the numbers

80%

global ETF market controlled by three financial giants

$42

average ROI per $1 spent on email marketing

27%

NASDAQ growth in 2023 year-to-date

92%

financial advisors using social media for business

What the channel argues

DataEmail marketing returns $42 for every $1 spent yet remains underutilized by most professionals.→
DataThree financial titans now control 80% of the global ETF market, concentrating wealth management power.→
DataJPMorgan settled a $75 million sex trafficking lawsuit tied to Jeffrey Epstein, exposing institutional ethical failures.→
Data20% of children and youth aged 3-17 in the U.S. experience significant mental health challenges.→
InsightDeep-seated worldviews and early life experiences shape financial decision-making in ways people rarely recognize.→
Data92% of financial advisors now use social media for business, making digital presence mandatory for competitive positioning.→

What you'll learn

•Email marketing's ROI advantage stems from psychological triggers of attention and emotion, not message frequency alone.
•Financial advisors must audit their tech stack against AI-driven innovation rather than adopt tools based on hype.
•Market concentration in ETFs raises structural questions about the democratization narrative that has defined modern investing.
•Strategic questioning and adversarial collaboration in research produce stronger insights than consensus-building alone.
•Community engagement and authentic culture building now outperform traditional client acquisition in competitive wealth management.

What to do about it

→Audit your email communication strategy against psychological principles of open rates and conversion, not volume.
→Evaluate financial advisor technology against the three criteria in Joe Moss's AdvisorTech Stack guide for 2025.
→Examine concentration risk in your portfolio; understand which three institutions control your index fund holdings and their voting influence.

Who and what shows up

Dr. Joshua I. Wilson

Host, founder of United Ethos Wealth Partners

Frames financial and behavioral topics around psychology and worldview; facilitates candid conversations on ethics in institutional finance.

Robert M. Mennella

Wall Street veteran, JPMorgan whistleblower, founder of EQW/Eqwitty Research

Exposes systemic practices within major banks that silently erode investor returns; author of Heavily Redacted whistleblower memoir.

Joe Moss

COO of January Capital Advisors

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

Dr. Corey Clark

Executive Director of Adversarial Collaboration Project, University of Pennsylvania

Advocates for collaborative research across ideological divides; addresses gender bias, political bias, and power dynamics in academia.

Dr. Russell Rhoads

Clinical Associate Professor, Indiana University Kelley School of Business

Recurring guest analyzing market dynamics, NASDAQ strength, Gen Z workforce challenges, and passive index investing risks.

Questions this channel answers

Q

What makes emails actually get opened and drive action?

Understanding recipient psychology, emotion evocation, and strategically timed relationship-building outperforms generic messaging volume.

The Science of Email Success: Secrets to Higher Open and… →
Q

How should financial advisors choose technology in 2025?

Separate genuine innovation from hype using a strategic toolkit approach; Joe Moss's AdvisorTech Stack guide outlines this.

The Must-Have Financial Advisor Tech for 2025 →
Q

How does worldview influence financial decision-making?

Personal beliefs and early life experiences shape economic behavior in ways individuals rarely recognize; understanding foundational beliefs aids better decisions.

How Worldview Shapes Financial Decisions: Unveiling Beha… →
Q

Why does market concentration in ETFs matter?

Three financial titans control 80% of the global ETF market, raising questions about power concentration in supposedly democratized investing.

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

How do competing scientific perspectives strengthen research?

Adversarial collaboration that unites researchers with differing views resolves core disagreements and produces deeper insights than consensus alone.

Reshaping Research: How Conflicting Scientific Perspecti… →
Topics:Email marketing and conversion psychologyFinancial advisor technology and fintech integrationNiche market transitions and strategic positioningMental health crises in younger generationsBig bank systemic practices and investor harmBehavioral finance and worldview influenceScientific collaboration and adversarial researchGender bias in academia and institutionsMarket concentration and ETF consolidationCommunity-driven finance and culture change
Themes:Structural power concentration reshaping financePsychology and worldview as decision driversAuthenticity and community over transactional relationships

Industry context

Behavioral finance research increasingly demonstrates that investor outcomes depend more on psychology and emotional discipline than on market prediction, reshaping how financial decision-making is understood.

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