Hello and welcome to Slate Money Goes to the Movies The Wall Street episode.

I'm Felix Hammond of Axios. I'm here with Anna Schimanski. Hi, Anna.

Hello.

We are here with, I have to say, on this entire series of movie reviews or recaps or whatever

you want to call them, only one person has shown up on a Zoom call wearing a tie. So,

Josh Brown, who are you and why are you wearing a tie in a pandemic? I work in the wealth

management industry and my days these days consist of many Zoom meetings with ties. Sometimes I'll

wear two different ties during the course of one day.

So you run a wealth management company? Yes. I'm the CEO of a registered investment advisory firm.

We're a national firm with about $1.9 billion in assets under management, serving somewhere around 15 or 1,600

client households, pensions, endowments, et cetera.

And so basically what you do is you phone people up and say, I've got a hot stock

for you.

You should go into this, right?

That's your job.

No.

In a previous life, that was my job. These days, most of what we do

involves financial planning and really giving people a sense that the money that they've earned

throughout the course of their lives can be employed in the way that they want it to be and

showing them the satisfaction they can get from having investments tied to actual goals and objectives.

So we work with people on everything from portfolios to insurance to medical issues, the whole gamut of things that people are concerned about.

But my big question is, is any of those goals and objectives ever like, I want to rip apart a paper

...