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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

Financial institutions face scrutiny for concentrated power and ethical drift

Untamed Ethos argues that wealth concentration, institutional bias, and the psychology of financial decision-making are reshaping markets and advisory practices. The channel relies on insider testimony, academic research, and market data to make its case.

Untamed Ethos builds a sustained argument that financial markets and advisory practices are shaped by hidden institutional forces, worldview-driven cognitive biases, and concentrated power that most professionals fail to recognize. The channel grounds this claim in insider accounts from JPMorgan whistleblowers, behavioral finance research linking personal beliefs to investment decisions, and market structure analysis showing three firms controlling 80% of global ETF assets.

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 and author of Heavily Redacted

By the numbers

80%

global ETF market controlled by three financial titans

$42

return per $1 spent on email marketing

20%

of US children and youth experiencing significant mental health challenges

$75M

JPMorgan settlement in Epstein sex trafficking lawsuit

What the channel argues

DataEmail marketing delivers $42 return per $1 spent, yet most marketers misunderstand the psychology driving engagement.→
DataThree financial firms now control 80% of the global ETF market, concentrating power in supposedly democratized investing.→
InsightPersonal worldviews and early life experiences shape financial decisions in ways individuals rarely recognize.→
DataJPMorgan Chase settled a $75 million sex trafficking lawsuit related to Jeffrey Epstein connections, raising questions about institutional ethics.→
DataTwenty percent of children and youth aged 3-17 in the US and UK face significant mental health challenges, driven by technology and pandemic effects.→
InsightStrategic questioning and inquiry transform how financial advisors uncover client needs and build stronger plans.→

What you'll learn

•How institutional concentration in financial markets creates hidden risks that most investors do not recognize or manage.
•That personal beliefs and worldviews shape financial decision-making more than rational analysis, and advisors must understand this psychology.
•Email and social media remain powerful engagement tools when designed around psychological principles, not just frequency or discounting.
•How conflicting scientific perspectives and adversarial collaboration can strengthen research outcomes rather than weaken them.
•Why mental health crises among younger generations demand institutional and technological responses beyond traditional medical models.

What to do about it

→Audit your email strategy for psychological triggers (timing, emotion, relationship-building) rather than open-rate metrics alone, using the psychology framework from episode 1.
→Evaluate your technology stack against actual advisory workflow needs instead of chasing every new AI tool; read Joe Moss's AdvisorTech Stack guide for 2025.
→Assess whether your community engagement strategy is authentic and outperforming traditional marketing, since community-backed companies demonstrably outperform peers.

Who and what shows up

Robert M. Mennella

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

Exposed systemic practices at JPMorgan that silently erode investor returns, pulling back the corporate curtain on darker financial industry practices.

Dr. Joshua Wilson

Host, Founder of United Ethos Wealth Partners

Drives the channel's inquiry-based approach, recently defended PhD dissertation, and consistently anchors discussions in behavioral finance and ethics.

Joe Moss

COO of January Capital Advisors, author of The Ultimate AdvisorTech Stack for 2025

Provides strategic framework for advisors navigating crowded fintech landscape and AI-driven tools reshaping financial advisory practice.

Dr. Corey Clark

Executive Director of the Adversarial Collaboration Project, University of Pennsylvania

Demonstrates how conflicting scientific perspectives and collaborative inquiry resolve core disagreements rather than entrench political and moral divides.

Dr. Russell Rhoads

Clinical Associate Professor, Indiana University Kelley School of Business

Analyzes market trends, NASDAQ strength, blockchain impact on passive investing, and Gen Z workforce dynamics across multiple episodes.

Questions this channel answers

Q

How much damage do big banks cause to investors?

Systemic practices like those exposed by JPMorgan insiders damage returns through hidden fees, conflicts of interest, and unethical practices that individuals rarely see until it is too late.

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

What shapes how people make financial decisions?

Personal beliefs, worldviews, and early life experiences shape financial choices more than rational analysis, and understanding foundational beliefs is critical to sound decision-making.

How Worldview Shapes Financial Decisions: Unveiling Beha… →
Q

What tech do financial advisors actually need in 2025?

Advisors face pressure to adopt AI-driven tools, but separating genuine innovations from hype requires a strategic, selective approach rather than chasing every new platform.

The Must-Have Financial Advisor Tech for 2025 →
Q

How can scientists resolve deep disagreements?

Conflicting perspectives enhance scientific understanding when researchers unite behind shared inquiry through adversarial collaboration, resolving core disagreements rather than entrenching them.

Reshaping Research: How Conflicting Scientific Perspecti… →
Q

What does concentrated ETF market control mean for investors?

Three financial titans controlling 80% of the global ETF market raises concerns about concentrated power and its implications for policy, fees, and investor choice in supposedly democratized markets.

The Silent Takeover: How Three Financial Titans Redefine… →
Topics:Email marketing psychology and ROIFinancial advisor technology adoption and AIBehavioral finance and worldview biasMarket concentration and ETF dominanceInstitutional ethics and whistleblowing
Themes:Hidden institutional power and concentrated control reshape markets invisiblyPsychology and worldview shape financial behavior more than rational analysisAuthenticity and inquiry-driven relationships outperform traditional transactional finance

Industry context

Financial markets increasingly recognize that investor decision-making is driven by psychological biases and emotional factors rather than pure rationality, challenging traditional economic models.

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