Untamed Ethos

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Mar 2025

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About the show

This is the Untamed Ethos Podcast. Join us as investment pros, executives, and other experts talk business, personal growth, investing, politics, and the trending topics well-rounded pro needs to know about. Authentic, unfiltered, and fun!

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29 recent

December 14, 2023Episode 11 hr 8 min

Gender Bias in Academia and Society: Insights and Challenges

How does the pursuit of truth in academia and society navigate the complex terrain of gender bias, censorship, and the evolving dynamics of power and perception? In the latest episode of the Untamed Ethos Podcast, host Joshua Wilson, founder of United Ethos Wealth Partners, engages in a thought-provoking conversation with Dr. Corey Clark, a visiting scholar at the University of Pennsylvania and the executive director of the Adversarial Collaboration Project. They delve into a range of sensitive and controversial topics, including political bias, gender and race issues, victimhood, and the dynamics of academia.  Dr. Clark asserts, "Women might think it's more important to label something as something that needs to be fixed and to have some kind of medical or therapeutic intervention to deal with those things... it would be kind of consistent with, you know, women's tendency to want to tend to emotional and psychological harm and to try to fix those things." The discussion also touches on the nuances of male and female differences, both physically and psychologically, and how these impact various aspects of society and academia. This episode offers a unique perspective on current nuances of gender bias in academia and society, and the pursuit of truth in research.

July 14, 2023Episode 11 hr 1 min

Untamed Untamed Ethos: A Deep Dive into DE&I and ESG Practices, Social Media Wars, and Big Banks’ Earnings

DE&I, ESG practices, social media wars, and recent earnings of financial giants such as JPMorgan, Citigroup, and Wells Fargo create a vortex of activity ripe for discussion.In a world where social media platforms are battling for supremacy and big banks are releasing their earnings, the conversation around Diversity, Equity, and Inclusion (DE&I) and Environmental, Social, and Governance (ESG) practices has never been more relevant. The recent launch of Threads, a new social media platform from Meta, and its subsequent controversies have sparked a fresh wave of discussions around data privacy and the power of tech giants. Meanwhile, the earnings of JPMorgan, Citigroup, and Wells Fargo are under the microscope, highlighting the financial sector's role in shaping our economy.So, what does this mean for the average user or investor? How are these developments shaping the future of social media and the financial sector? These are the questions that the latest episode of Untamed Ethos seeks to answer.Hosted by Dr. Joshua Wilson, Founder of United Ethos Wealth Partners, this episode features a conversation with Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of Business. They delve into the intricacies of DE&I and ESG practices, the ongoing social media wars, and the recent earnings of JPMorgan, Citigroup, and Wells Fargo.Key points from the episode include:• The implications of joining Threads and the concerns around data privacy.• The role of big tech and big banks in shaping the world.• The controversial practices of BlackRock in pushing ESG and DEI& agendas.Dr. Russell Rhoads is a renowned figure in the field of business, with a wealth of experience and knowledge that spans various sectors. His insights into finance, technology, and social issues are highly sought after, making him a valuable contributor to the discussion.

July 20, 2023Episode 11 hr 6 min

From Botany to Bridgewater: Behind the Numbers with Unlimited Funds’ Bob Elliott

For a better perspective on the U.S. economy, looking behind the numbers for a proper understanding of where things stand is helpful.As Americans grapple with the shifting dynamics of its economy, a new narrative has emerged, challenging the collective understanding of where the economic heartbeat of our nation truly resides. People have grown accustomed to Silicon Valley and Wall Street as the standard bearers of growth and prosperity. Yet, more than two-thirds of large urban counties experienced population decline in 2021, seeking suburban and small metro counties. This shift signals the need for recalibration in our economic mindset, prompting a pivotal question.Can the economic power of small-town America and Main Street be as potent as that of Wall Street and Silicon Valley, and how do they interact and influence each other in our increasingly interconnected economy?In the latest episode of Untamed Ethos, Dr. Joshua Wilson, Founder of United Ethos Wealth Partners, sits down with Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds, to go behind the numbers. Their expansive discussion journeys from the frenetic energy of Wall Street and the innovative realm of venture capitalism to the under-appreciated economic drivers in America: Main Street and small-town life. Their dialogue shatters some preconceived notions while delving into the world of hedge funds and the democratization of such investment vehicles.Throughout the episode, three key points rise to the surface:• Despite the seemingly dominant narratives, the true drivers of the American economy reside in Main Street and small-town life.• Everyday decisions of individuals on where and how they spend their money are more impactful to the economy than often acknowledged.• Hedge fund strategies, previously accessible only to a select few, can be democratized and made accessible to everyone through vehicles such as ETFs.Bob Elliott is a recognized figure in the world of finance. A co-founder, CEO & CIO of Unlimited Funds, Elliott is known for his innovative approach to asset management. He brings decades of experience in hedge fund management. Elliott’s educational background is as impressive as his professional track record, boasting a degree in Botany that brings a unique perspective to his approach in the finance industry. This unusual combination of skills has earned Elliott numerous accolades, positioning him as a leading voice in today’s financial discourse.

July 27, 2023Episode 155 min

Does Barbie Push a “Woke” Agenda? Exploring Current Cinematic Themes and the Stock Market

As we reflect on the Barbie Universe with Mattel’s recently released movie, it’s an era where the lines between children’s movies and adult humor blur, giving rise to discussions on whether contemporary cinema is pushing boundaries too far or simply evolving with the times. Recent research from the Motion Picture Association suggests that modern films are taking more liberties with content that once might have been deemed ‘mature’ for general audiences. In this backdrop, the question arises: are movies staying true to their target demographic?In the latest episode of Untamed Ethos, hosted by Dr. Joshua Wilson, founder of United Ethos Wealth Partners, we dive deep into these turbulent waters of cinematic shifts, especially with the Barbie Universe. The episode then takes a turn to discuss the current stock market standings and trends and what they may mean. Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of Business, joins Dr. Wilson for the conversation.Main points of discussion include:Whether the new Barbie film pushes a “woke” agenda by weaving in feminism and patriarchy while teaching girls how to use their sexuality to manipulate menEarnings week and how NASDAQ and tech are no longer leading the way in the stock marketWhat the VIX rising at the same time as the S&P500 (SPX) meansDr. Rhoads brings with him an impressive background in business and media analysis. His keen observations and sharp insights into the current cinematic trends, juxtaposed against the backdrop of societal shifts, makes this discussion deeply riveting.

August 3, 2023Episode 11 hr 18 min

The Power of Inquiry: How to Ask Better Questions in Finance

Welcome to another episode of the Untamed Ethos podcast, hosted by Joshua Wilson, Founder at United Ethos Wealth Partners. In this episode, we delve into the intriguing topic of "The Power of Inquiry: How to Ask Better Questions in Finance." Joining us are esteemed guests Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of Business, and Meghaan Lurtz, Professor of Practice at Kansas State University and Senior Research Associate at Kitces.com.The episode kicks off with a warm welcome to Dr. Meghaan Lurtz, whose practical advice on executing financial strategies has been highly anticipated. Dr. Lurtz's background in industrial organizational psychology and financial planning provides a unique perspective on understanding human biases and cognitive behaviors in business. Her focus on financial planning and its applicability to various aspects of life makes her insights particularly valuable.Dr. Lurtz shares her experiences working with different financial advisors and her research agenda, which involves conducting standard interviews with 15 to 20 advisors on specific topics each quarter. Her curiosity about how advisors experience their work and relationships with clients drives her research. She aims to understand the problems advisors face and develop ways to solve them. For instance, she discusses the concept of turning plan presentations into engagement meetings by recording short videos about specific financial planning topics to increase client engagement.The conversation then shifts to the evolution of financial planning and the importance of relationships in achieving successful outcomes. Dr. Lurtz emphasizes that no matter how great a financial plan is, if the relationship in which the plan is being delivered is not strong, the outcomes will not be favorable. She also highlights the difference between selling a product and selling a relationship, stating that the latter is crucial in financial planning.The episode also explores the concept of behavioral economics and how it has evolved to become more applicable to financial advisors. Dr. Lurtz explains that understanding how to address biases and execute strategies is more important than merely knowing about them. She shares practical strategies for advisors to handle clients who are in a state of fear or panic, emphasizing the importance of communication and understanding in these situations.In conclusion, this episode of Untamed Ethos provides valuable insights into the power of inquiry and questions in finance, the importance of relationships in financial planning, and practical strategies for advisors to better serve their clients. It emphasizes the need for financial advisors to understand and address human biases and behaviors to achieve successful outcomes.

August 17, 2023Episode 11 hr 13 min

Creating Culture Change and Authentic Community: The New Financial Frontier

In today's rapidly evolving financial landscape, the importance of fostering a thriving community and driving culture change cannot be overstated. As we navigate the complexities of the modern financial world, the role of authentic community engagement becomes paramount. Why is this shift towards community-centric finance happening now? Recent studies indicate that companies with a robust community backing tend to outperform their counterparts. This episode delves deep into the intricacies of this new frontier.What does it truly mean to create an authentic community in the financial sector? How can businesses adapt and thrive in this new environment? These are the pressing questions we aim to address in this enlightening conversation.Join us on “Untamed Ethos” as host, Dr. Joshua Wilson, Founder at United Ethos Wealth Partners, engages in a riveting discussion with our esteemed guest, Tim Maitland, Chief Revenue Officer at MarketScale. Together, they will explore:The transformative power of community engagement in finance.Strategies for businesses to harness the potential of this new paradigm.Real-world examples of companies leading the way in community-centric finance.Tim Maitland brings a wealth of experience to the table. With his extensive background in the financial sector and his current role at MarketScale, Tim offers invaluable insights into the challenges and opportunities presented by this shift towards community-driven Finance.

September 8, 2023Episode 155 min

The Silent Takeover: How Three Titans Redefine Rules of Wealth

In today's rapidly evolving financial landscape, a silent revolution is underway. Three colossal financial titans have emerged, wielding unparalleled influence over the global wealth distribution. Why, in an era of decentralization and democratization, are we witnessing such a stark concentration of financial power? A recent study revealed that these three titans now control a staggering 80% of the world's ETF market.But what does this mean for the average investor? "How are these three giants reshaping the very fabric of our financial system?" This pressing question gets unraveled in this episode.Join us on Untamed Ethos as host Dr. Joshua Wilson, Founder of United Ethos Wealth Partners, delves deep into this topic. In this episode, Wilson explores:• The meteoric rise of these three financial behemoths• The implications of their dominance on global financial policies• Strategies for navigating this new financial orderDr. Joshua Wilson is a renowned financial analyst with over two decades in the industry, bringing a wealth of knowledge and firsthand experience in financial economics and the study of emerging trends.

October 2, 2023Episode 144 min

Unraveling Ethical & Economic Paradigms: JP Morgan, Epstein, Eric Stewart, and Ibram X. Kendi

Recently, controversial affiliations and questionable economic paradigms surrounding the ethical practices of major financial institutions have made headlines. JPMorgan Chase, whose entanglements with the late financier Jeffrey Epstein led to a $75 million settlement in a sex trafficking lawsuit, rekindles the debate on the integrity of mammoth financial entities. In light of a climate agenda, Chase’s CEO’s remarks on property confiscation generate a palpable unease about the role and trustworthiness of such institutions in the current socio-economic milieu. This turbulent backdrop sets the stage for critically exploring the intersection of ethics, economics, and the forces shaping public trust and policy.As the dark clouds of financial impropriety loom, one can't help but wonder: How do these ethical quandaries reflect on the broader economic landscape, and what do they reveal about the institutions we entrust with our assets?On the latest episode of Untamed Ethos, host Dr. Joshua Wilson, Founder of United Ethos Wealth Partners, delves into the complex tapestry of ethical and economic paradigms. Through a discourse rich with insight and scrutiny, Dr. Wilson navigates through the murky waters of financial ethics, dissecting the actions and repercussions surrounding JPMorgan, Epstein, and academia's recent scandals.The episode encapsulates:• An incisive examination of JPMorgan’s entanglements with Jeffrey Epstein and the subsequent legal and public fallout• A probing discussion on Dr. Eric Stewart’s academic scams and the ripple effects on governmental policies rooted in specific ideologies• An investigative look into Boston University's probe into Ibram X. Kendi, unearthing a larger narrative of agenda-driven misinformationThis Untamed Ethos episode not only unveils the oft-overlooked facets of financial ethics but embarks on a journey through the heart of economic indicators, challenging the status quo and urging a reevaluation of where we place our trust and resources. Amidst the volatile economic scenario, such discussions are not just timely but imperative as we navigate the entangled webs of ethics, finance, and broader societal impacts.

December 28, 2023Episode 155 min

Reshaping Research: How Conflicting Scientific Perspectives Unlock Deeper Insights

How can the convergence of conflicting scientific perspectives foster a more comprehensive understanding in research and academia, especially in an era where political and personal biases often cloud objective analysis? This question becomes increasingly relevant as we navigate the complex landscape of modern science and academia.Dr. Cory Clark serves as the Executive Director of the Adversarial Collaboration Project at the University of Pennsylvania. Known for her research on moral and political psychology, she calls for a collaborative approach that unites scientists with differing views to unravel and resolve core disagreements. She believes the integration of conflicting scientific perspectives will help the future of scientific research and academia."What we're trying to do is get scientists who've been disagreeing with each other and who do disagree with each other to work together, um, and figure out, okay, what is it we're actually disagreeing on?" Dr. Clark said.Article written by MarketScale.

February 20, 2024Episode 11 hr 48 min

How Worldview Shapes Financial Decisions: Unveiling Behavioral Finance Insights

Untamed Ethos, hosted by Joshua Wilson of United Ethos Wealth Partners, examines the philosophical roots of financial decision-making, offering insights into behavioral finance. This episode features expert Robert E. Brooks, Ph.D., CFA, a Professor Emeritus at The University of Alabama, discussing how worldviews and upbringing influence financial choices. Dr. Brooks, known for his work in investments and financial risk management, emphasizes the role of deep-seated beliefs in shaping economic behaviors, as explored in his research “Foundations of Personal Finance: A Christian Perspective.”This episode highlights the significance of understanding the 'why' behind financial decisions, suggesting that our preconceived notions significantly affect our financial actions. Untamed Ethos serves as a unique platform for discussions on various topics, from business and investing to personal growth, offering valuable perspectives on navigating the complexities of finance with a philosophical approach. The podcast encourages a reflective and informed approach to financial decision-making, underscoring the importance of foundational beliefs in guiding financial behavior.