Talking Wealth
The CompoundFreeing Advisors to Build the Practice of Their Dreams
| Publishes | Daily | Episodes | 56 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
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 discuss how a team of that size makes the leap to ... more
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 using box spread loans. They cover how box spreads work... more
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 plumbing of wealth management, it stops being opti... more
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 deals and Main Street’s capital. Smooth returns. Quarte... more
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #116 |  United States/Business/Investing |
Apple Podcasts | #101 |  Netherlands/Business/Investing |
Apple Podcasts | #187 |  Chile/Business/Investing |
Apple Podcasts | #239 |  New Zealand/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
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Frequently Asked Questions About Talking Wealth
What is Talking Wealth about and what kind of topics does it cover?
Across recent episodes, the show leans into practical, industry-level finance topics driven by wealth management, AI in finance, private credit, and housing demographics. Conversations frequently feature technology-enabled advisor workflows, innovative investment structures, and strategic growth for RIAs and asset managers, with guests ranging from fintech founders to senior researchers. A notable pattern is bridging advanced concepts (box spread loans, AI operating systems for wealth tech, GP Stakes) with concrete implications for advisors, clients, and firms. The show often highlights how technology and data shape advisory practices, product development, and market strategy, making it valuable for listeners who want actionable insights fr... more
Where can I find podcast stats for Talking Wealth?
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How many listeners does Talking Wealth get?
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What are the audience demographics for Talking Wealth?
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How many subscribers and views does Talking Wealth have?
To see how many followers or subscribers Talking Wealth has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Talking Wealth?
These podcasts share a similar audience with Talking Wealth:
1. Ask The Compound
2. Animal Spirits Podcast
3. The Compound and Friends
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. The Meb Faber Show - Better Investing
How many episodes of Talking Wealth are there?
Talking Wealth launched 6 months ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Talking Wealth?
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Where can I see ratings and reviews for Talking Wealth?
Rephonic pulls ratings and reviews for Talking Wealth from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for Talking Wealth?
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What guests have appeared on Talking Wealth?
Recent guests on Talking Wealth include:
1. Joseph Wang
2. Rob Nance
3. Brian Moriarty
4. Eric Finnigan
5. Kevin Thompson
6. Zach Conway
7. Todd Owens
8. Leyla Kunimoto
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.