Curated Financial Insights

Consult our library of thoughtful financial insights, tailored to help seasoned business leaders, high-achieving professionals, and those entrusted with substantial family wealth confidently navigate complex financial landscapes and build lasting legacies.

Wealth, Empowered.

Your first step towards regaining understanding, control, and agency over your own wealth.

Jonathan Treussard Jonathan Treussard

Treussard Talks with Katie O’Dwyer

Jonathan Treussard interviews Katie O'Dwyer, a seasoned risk management professional whose career spans from quantitative trading to operational leadership at major financial institutions.

The conversation begins with O'Dwyer sharing a touching memory from the 2008 financial crisis - bringing her six-year-old daughter to the office on the Sunday of Lehman's bankruptcy announcement. While the markets were facing unprecedented uncertainty, her daughter's joy at visiting the office provided a heartwarming reminder of life's simpler pleasures.

O'Dwyer emphasizes that despite the industry's technological advances, maintaining strong relationships with counterparties remains crucial. These connections become particularly valuable during crisis periods when you need someone to "pick up the phone and help.”

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“Good Grief” & “A Little Perspective Goes a Long Way.”

In April, Jonathan Treussard, Ph.D. wrote about the market turmoil caused by the tariffs and trade war, and how to (not) respond to it to avoid excessive regret.

Don't be surprised if the stock market is up or down 10–15% over the next month or so. I mean this NOT to be a sensationalist. I mean this to give you context...”

The second piece explored whether “American Exceptionalism” had broken.

“Strange things happen during times of war, including economic war. But for now, let’s take comfort in the fact that we remain well within the range of recent history.

Read “Good Grief” and A Little Perspective Goes a Long Way.” now.

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Treussard Talks with Alec Crawford

Jonathan Treussard interviews Alec Crawford, a seasoned finance professional turned tech entrepreneur⁠⁠.

Crawford shares valuable insights from his extensive Wall Street career, discussing the importance of understanding market mechanics, risk management, and the critical role of proper financial infrastructure.

He emphasizes how seemingly routine processes can break down during crisis periods, highlighting the importance of having robust systems and agreements in place.

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“A Young Person's Guide to Making Life Decisions” & “Hey Boss, Have We Tried Boiling the Frog Instead?”

In March, Jonathan Treussard wrote about good decision-making both in life and in financial markets.

“A good friend asked me to talk to a group of local young women who are finishing high school soon. Context is key → Every money decision happens within a bigger reality that we call LIFE.”

The second piece provides an economically-grounded theory of tariffs, so you can have an educated opinion about whether the 2025 move to tariffs makes sense or not.

Read “A Young Person's Guide to Making Life Decisions” and Hey Boss, Have We Tried Boiling the Frog Instead?” now.

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Jonathan Treussard on Money Life with Chuck Jaffe

Jonathan Treussard was interviewed by Chuck Jaffe on his show, Money Life with Chuck Jaffe.

They talked about:

→ The power of silence (aka emotional resilience) while markets scream and yell.

→ What uncertainty does to your psychology.

→ What actions you can take to prepare and react to higher volatility.

Episode contains valuable and actionable insights for high-net-worth households with sophisticated investment needs.

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Jonathan Treussard on Capital Considered, with John Coumarianos

Jonathan Treussard of Treussard Capital Management is interviewed by John Coumarianos on his new show Capital Considered.

Jonathan and John talk about markets, valuations, bubbles, wealth management after a life in family offices, and incentives in the business of asset management.

Episode contains valuable and actionable insights for high-net-worth households with sophisticated investment needs.

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Jonathan Treussard Jonathan Treussard

“It’s All (No) Fun and Games” & “Torpedoes Be Damned.”

Investing requires balancing caution with decisiveness. Our approach is informed by enduring principles that help transform uncertainty into informed opportunity.

While higher uncertainty can lead you to settle for less, structured risk management can empower you to make strategic decisions even when markets are unpredictable.

Read “It’s All (No) Fun and Games” and Torpedoes Be Damned” now.

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Jonathan Treussard Jonathan Treussard

What Are We Going to Tell the Kids?

On average, kids are ready to talk about money about 10 years before the parents are.

That's 10 years of missed opportunities. Ten years of messing up when it's safe. Ten years of leaning hard into family values and meaning.

Ten years of talking about what's important to you, and how money is just part of the equation—often a small part of it.

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Selected Publications

2020

Forecasts or Nowcasts? What’s on the Horizon for the 2020s

Research Affiliates, with Rob Arnott

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2020

Oh My! What’s This Stuff Really Worth

Research Affiliates, with Chris Brightman and Amie Ko

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2019

Game Changed, Problems Remain

Investments & Wealth Monitor, with Rob Arnott and Brent Leadbetter

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2018

Hobbled by Benchmarks

Journal of Portfolio Management, with Rob Arnott, Mike Aked, and Omid Shakernia

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2017

Diversification without the Heartburn

Research Affiliates, with Jim Masturzo

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2008

Contingent Claims Analysis and Life Cycle Finance

American Economic Review, with Zvi Bodie and Doriana Ruffino

Read this article →

2007

Making Investment Choices as Simple as Possible, but Not Simpler

Financial Analysts Journal, with Zvi Bodie

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2007

The Theory of Life-Cycle Saving and Investing

Boston Fed Paper, with Zvi Bodie and Paul Willen

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2005

The Non-Monotonicity of Value-at-Risk and the Validity of Risk Measures Over Different Horizons

Boston University Working Paper

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2004

Predicting Bubbles and Bubbles-Substitutes

UCLA Economics Working Papers, with Earl A. Thompson and Charles R. Hickson

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Podcasts Interviews & Guest Appearances

Achieving Alpha Podcast | Steven Budgen

SEPTEMBER 5, 2024

Forward Guidance | Jack Farley

APRIL 8, 2024

Thoughtful Money | Adam Taggart

MARCH 28, 2024

Value After Hours | Tobias Carlisle

MARCH 5, 2024

The Meb Faber Show | Meb Faber

NOVEMBER 29, 2023

Economic Matters | Laurence Kotlikoff

FEBRUARY 7, 2024

The Return of Carry | Entering The Fall 2024

OCTOBER 2, 2024

The Julia La Roche Show | Julia La Roche

JUNE 13, 2024

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    After our conversation, you might find us to be your first choice. If that’s the case, we can proceed to planning and executing a plan that makes you feel like you’ve regained understanding, agency, and control over your own wealth.

The content provided on this webpage, including links to YouTube videos featuring interviews where Jonathan Treussard is a guest, is for educational purposes only and does not constitute financial advice. Treussard Capital Management LLC does not take responsibility for the comments or opinions expressed by others on these programs, including the hosts. We do not control and do not take responsibility for the graphics that shows and their hosts use. The information presented in these recordings is believed to be accurate at the time of recording; however, market conditions are subject to change. Viewers should conduct their own research and consult with a qualified financial advisor before making any investment decisions.