Jeff and Bruce talk to Shane Sideris of Synchronous Wealth Advisors about the recent craze over Treasury I bonds. They discuss whether the rising popularity of I bonds is due to inflation, and whether or not this investment is worth it in the long term.

Bruce and Jeff talk to Elizabeth Hiza, chief marketing officer at Barnum Financial Group, about her implementation of the growth mindset. Elizabeth swears by its power to evolve individual relationships as well as a firm's ability to thrive, so much so that she's implemented it as a companywide practice at Barnum. But Bruce has some big questions, including whether this is a cult.

Shundrawn Thomas joins Bruce and Jeff to discuss his departure from Northern Trust Asset Management to launch The Copia Group. They talk about his reasons for leaving Northern Trust and The Copia Group’s plans. They also go in-depth about Shundrawn’s letters to corporate America reflecting on the racial unrest in this country and how that was reflected throughout the industry. Shundrawn gives his take on how, when it comes to recruiting, we have to rewrite the rules. It’s not working hard, but working differently.

Bruce and Jeff are joined by Tim Murray, capital markets strategist at T. Rowe Price, to talk about all things capital markets. The big question: is this economic slowdown inevitably going to become a recession? They discuss supply, demand and inflation to sort out the possibilities. They also touch on the effect the economic slowdown is having on equity markets.

Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population. Cody lets us in on the success he has had advising these DIY investors, to the extent that he only works 10 hours per week.

Bruce and Jeff have an informative conversation with marketing whiz Samantha Russell, chief evangelist at financial adviser marketing firm FMG Suite. Samantha reveals major tricks of the trade when it comes to marketing across social media. She offers a get-started plan for advisers less familiar with social media platforms, as well as examples of some advisers already making major marketing moves.

Bruce and Jeff talk to Knut Rostad, co-founder and president of the Institute for the Fiduciary Standard, about what the institute has accomplished so far during what Knut terms “Fiduciary September.” Knut discusses what he sees as the dismal state of the SEC's Regulation Best Interest.

InvestmentNews's fintech reporter, Ryan Neal, joins Bruce on the pod this week to talk through the current major fintech deals and tech conferences on his radar this fall. On the top of the list is the major deal terminated between UBS and Wealthfront.

Bruce is joined by Mark Schoeff Jr., senior reporter with InvestmentNews, and Emile Hallez, US News Editor for ESG Clarity, to discuss current news about ESG. They explore government officials' efforts related to ESG, including the SEC and Labor Department. However, there's pushback coming from states like Texas and Florida, which have declared an anti-woke approach to ESG.

Bruce and Jeff reunite to interview Vivek Ramaswamy, co-founder and executive chairman of Strive Asset Management. They unravel the problematic mix of politics and big business, as well as Vivek’s unconventional path to founding Strive, Strive’s success and what’s next.