The Anatomy of Bubbles: Jonathan Treussard on Forward Guidance Podcast
Summary:
Jonathan Treussard of Treussard Capital Management joins Jack Farley on Forward Guidance to help define what a bubble is. By his strict definition, while equity markets may not qualify right now, as money flows into risk assets, valuations become stretched. He and Jack discuss private credit and private equity. Treussard also shares his views on the risk of the "engineered yield" that comes from strategies that sell options explicitly or implicitly.
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Disclaimer: The views and opinions expressed in this podcast are those of the individual contributors and do not necessarily reflect the official policy or position of Treussard Capital Management LLC or any of its affiliates. The content provided is for informational purposes only and is not intended as investment advice. Investing involves risk, including the potential loss of principal. Please consult a qualified professional before making any financial decisions based on the information discussed in this podcast.