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SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know
SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as…
Jeremy Schwartz on Rethinking the 60/40 Portfolio
On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return…
The Tax-Loss Machine: How Long-Short Took Over Wealth Management
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct…
Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s…
Are Financial Advisors Dead? Michael Kitces Weighs In
On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized,…
How to Improve Client Portfolios
On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control. They cover…
Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in…
How to Create Tax Alpha
On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha. They discuss OSAM’s…
Death of the Advisor
On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual…
The $3.9 Trillion Land Grab
On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that…
The Missing Layer in Wealth Management
On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth…
The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney
On this episode of Talking Wealth, On this episode of Talking Wealth, Josh Brown speaks with Dynasty CEO Shirl Penney about OpenArc Corporate Advisory’s $129 billion breakaway from Merrill Lynch.They…
How to Borrow Against Your Portfolio For Less
On this episode of Talking Wealth, Ben Carlson is joined by Joseph Wang, co-founder and CRO of SyntheticFi, a company that helps clients borrow against their portfolios for lower financing rates…
The Extinction Event in Wealth Tech
Last week, Anthropic’s Claude announced integrations with Orion and LPL — not as a demo, not as a side tool, but embedded directly into the advisor workflow. That’s a big deal. When AI plugs into the…
Private Credit: Now Youse Can’t leave
For years, private credit investors were told they could have it all — higher yields, low volatility, and relatively little risk. Semiliquid funds became the bridge between Wall Street’s private…
Demographics are Destiny in the Housing Market
On this episode of Ben with Benefits, Ben Carlson sat down with Eric Finnigan, Vice President of Demographics Research at John Burns to break down why demographics are destiny in the housing market…
Why 3,000 Financial Advisors Are Meeting up to Discuss AI
On this episode of Talking Wealth, Michael Batnick sits down with Matt Middleton, the founder and CEO of Future Proof, the fastest-growing and now largest event in wealth management. What started as…
Private Equity's Liquidity Problem
Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a core feature of modern finance. In this…
Is Social Security Going Bankrupt?
On this episode of Ben With Benefits, Ben Carlson is joined by Mike Piper, creator of the Oblivious Investor blog and author of a number of books including Social Security Made Simple. They discuss…
Why Advisors Go Independent
On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson, Founder of 9i Capital Group, to unpack the biggest issues facing financial advisors and investors today. They break down…
Frequently Asked Questions
Talking Wealth has published 67 episodes since September 2025, covering topics in Business, Investing.
Talking Wealth is currently highly active with new episodes weekly. Average episode length is 31m.
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