In this episode of Unfiltered Finance, Ron Geffner sits down with Joe Greco, a leadership and executive coach, to break down why most businesses struggle—not with ideas, but with execution.

They discuss how to build alignment inside organizations, why communication breaks down, the biggest blind spots leaders have, and how to create real accountability that actually drives results.

Joe also shares practical frameworks for running effective meetings, building culture, improving team dynamics, and making strategy stick, along with a powerful perspective on AI vs human value in business.

This episode is essential for business owners, leaders, entrepreneurs, and anyone responsible for managing people and driving results.

business coaching, leadership development, executive coaching, business strategy, team alignment, company culture, leadership skills, communication in business, management mistakes, business execution, Joe Greco, Ron Geffner, Unfiltered Finance, organizational leadership, AI in business, coaching frameworks, productivity, business growth strategy

In this episode of Unfiltered Finance, Ron Geffner sits down with a young group of investors building their edge in crypto, markets, and alternative investing.

They break down how they got started, what they’ve learned from real market experience, and why crypto continues to attract the next generation of investors. The conversation dives into market cycles, risk management, volatility trading, tokenization, AI, and the future of finance.

They also challenge common assumptions about crypto, explain why experience matters more than theory, and share where they believe the industry is heading over the next decade.

This episode is perfect for young investors, traders, entrepreneurs, and anyone looking to understand how the next generation is approaching money and markets.

In this episode of Unfiltered Finance, Ron Geffner sits down with Chris McGuire of Eagles View Capital to break down the Japanese markets, one of the most misunderstood opportunities in global investing.

They cover Japan’s historic 1989 bubble and collapse, why it took decades to recover, how the culture of honor and corporate behavior impacts investing, and what’s changed recently to drive a new bull market.

Chris also explains how he makes money using convertible bonds, volatility trading, and market-neutral strategies, and why Japan behaves differently than any other market in the world — often acting as the global “ATM” for investors during volatility.

This episode is essential for investors, traders, finance professionals, and anyone looking to understand global markets, risk, and where opportunity exists today.

Japan investing, Japanese stock market, Nikkei, Japan bubble 1989, global investing, convertible bonds, volatility trading, hedge fund strategy, Eagles View Capital, Chris McGuire, Ron Geffner, Unfiltered Finance, macro investing, international markets, Japan economy, risk management investing, market neutral strategy, global markets, investing psychology, financial crisis lessons

In this episode of Unfiltered Finance, Ron Geffner sits down with Duke Kim of Securitize to break down what tokenization actually is — without the hype, jargon, or confusion.

They cover how real-world assets are being brought on-chain, why most people misunderstand tokenization as a fundraising shortcut, the difference between blockchain vs crypto, and how regulations still apply no matter how “new” the technology feels.

Duke also shares his journey from Wall Street to crypto, the biggest lessons he’s learned about risk, incentives, and speculation, and where this is all going — including AI-powered investing, tokenized assets, and the future of financial systems.

This episode is essential for investors, founders, fund managers, finance professionals, and anyone trying to understand what’s real — and what’s noise — in crypto and blockchain.

tokenization, blockchain explained, crypto explained, real world assets, RWA tokenization, Securitize, Duke Kim, Ron Geffner, Unfiltered Finance, blockchain vs crypto, digital assets, crypto investing, risk management investing, decentralized finance, defi, AI investing, future of finance, tokenized assets, capital markets, private funds, crypto myths, bitcoin investing, financial technology, fintech

In this episode of Unfiltered Finance, Ron Geffner sits down with Jeff Fidelman, founder of Fiman and Company, to talk about how early-stage companies and emerging fund managers actually raise capital in today’s market. They break down what “fundraise as a service” means, how investor outreach really works, what founders get wrong about valuation, how to diligence a placement agent, why honesty matters in fundraising, and where AI helps — and where it completely falls short.

This episode is packed with practical insight for founders, fund managers, GPs, entrepreneurs, private fund professionals, startup operators, and anyone trying to understand the real mechanics of raising money.

In this episode of Unfiltered Finance, Ron sits down with the founder of Whitman CFO Solutions, Pete Caltabino, to break down what a fractional CFO actually does, when a growing business needs one, and how smart companies use financial strategy to scale. They get into private equity rollups, cash flow problems, merchant cash advances, interim CFOs, hiring financial leadership, AI in finance, and what business owners usually get wrong about accounting and profitability.

This conversation is packed with insight for small business owners, operators, entrepreneurs, finance professionals, and anyone trying to build a company that can grow, scale, or exit successfully.

Search tags

fractional CFO, interim CFO, outsourced CFO, small business finance, private equity rollups, business growth strategy, cash flow management, Whitman Advisory, CFO services, scaling a business, entrepreneur finance, family office investing, merchant cash advance, AI in finance, business profitability, EBITDA, finance leadership, business exit strategy, portfolio company finance, Unfiltered Finance podcast

In this episode of Unfiltered Finance, Ron sits down with renowned legal recruiter Jonathan Sheppard for a candid, no-BS conversation about the evolving world of law firm recruiting.

They dive into:

• Why lateral partners fail (and how firms get it wrong)

• The real reasons candidates job-hop

• How AI is reshaping hiring and resume screening

• The generational divide in today’s workforce (Boomers, Gen X, Millennials, Gen Z)

• The growing role of private equity in law firms

• What firms misunderstand about culture

• The truth about business development and portable books of business

• Why onboarding—not hiring—is where firms lose top talent

With 40 years of recruiting experience, Jonathan shares sharp insight into what separates successful firms from those that struggle to retain high performers. If you're a law firm partner, managing partner, associate, recruiter, or financial services executive, this episode delivers actionable perspective on hiring strategy, talent retention, and the future of professional services.

No jargon. No fluff. Just real conversations about how the legal and finance industries are changing—and what you should do about it.

law firm recruiting
legal recruiter insights
Jonathan Sheppard recruiter
Unfiltered Finance podcast
lateral partner hiring
why lateral partners fail
law firm culture
private equity in law firms
AI in recruiting
AI in legal industry
generational workforce
Boomers Gen X Millennials Gen Z workplace
portable book of business
business development for lawyers
law firm mergers
legal talent acquisition
retaining top legal talent
law firm management strategy
future of law firms
legal industry trends 2026

In this episode of Unfiltered Finance, host Ron sits down with renowned economist Yelena Maleyev to break down the complex realities of the 2026 housing market and labor economy. Yelena explores why home prices remain high despite economic tightening, the "lock-in" effect of 30-year fixed mortgages, and the increasing median age of first-time homebuyers.

The conversation also shifts to the labor market, investigating how Generative AI and automation are reshaping entry-level roles and why the "prime-age" workforce is facing unique pressures. Whether you are a first-time homebuyer struggling with inventory or a professional navigating the impact of AI on your career, this episode provides data-driven insights and "scenario analysis" to help you plan for an uncertain financial future.

---
Housing Market 2026, Real Estate Trends, Yelena Maleyev, Unfiltered Finance, First-Time Homebuyers, Mortgage Rates, Economic Forecast, AI in Labor Market, Generative AI Impact, Student Loan Debt, Inflation 2026, Labor Force Participation, Millennial Homeownership, Gen Z Career Advice, Financial Planning, Market Volatility, Macroeconomics