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.
STAY Sustainable Podcast - Alec Crawford and Olivia Albrecht
STAY Sustainable Podcast with Alec Crawford - Olivia Albrecht (ex-PIMCO) and Jonathan Treussard discuss ESG investing and its impact on the financial industry. They address common misconceptions about ESG investing and the challenges of evaluating companies' ESG performance.
Inflation, Ugh... What Is This, 2022?
At the risk of slight hyperbole, the last couple of weeks have scored mighty high on the market’s Monumental-O-Meter. This is because three months of higher-than-hoped-for inflation can no longer be easily dismissed as "an anomaly on the way down." These persistent trends are now compelling people to rethink even the best-laid plans, starting with our Fed Chairman, Jerome Powell.
The Anatomy of Bubbles: Jonathan Treussard on Forward Guidance Podcast
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield” (Forward Guidance Podcast with Jack Farley)
The Wall Street Journal - Treussard on Investment Portfolio “Spring Cleaning”
Jonathan Treussard contributed to a valuable piece in The Wall Street Journal on good portfolio "spring-cleaning" ideas for investors.
Read the full article in The Wall Street Journal.
Jonathan Treussard on Money Life Podcast
Jonathan Treussard was back on Chuck Jaffe's Money Life Show this week as the Big Interview (Starts at minute 17:00). Jonathan and Chuck talked about:
The Fed having to decide where it stands on inflation;
T-Bills and Chill potentially sticking around for a while;
Nvidia and how to think about risk factors it faces;
Why you may want to escape life as a client of the Wealth Management Industrial Complex.
Listen on Apple Podcast and Spotify.
Jonathan Treussard on Thoughtful Money Podcast
Jonathan Treussard joined Adam Taggart on his show, diving into market trends, AI, valuations, and the nuanced world of investment strategies such as engineered yield vs. mortgages. For a blend of insightful and practical perspectives, listen to the podcast on Apple Podcast, Spotify, or YouTube.
Beyond the Reef
Venturing Beyond Familiar Waters: There is potential value in exploring less familiar asset classes beyond U.S. stocks.
Navigating Home Bias: Recognize and overcome home bias, especially when certain asset classes, like municipal bonds for income investors, carry a strong "brand" appeal.
Exercising Caution with “Engineered” Yield: Exercise greater discernment with engineered yield strategies, which often involve selling options, either explicitly or implicitly.
Have Fun Storming the Castle
Treussard Joins WISE Board: Dr. Treussard joins Women Investing in Security and Education, aiming to empower women and girls through financial education and connect them with leading women in finance.
Trees Don’t Grow to the Sky: Amidst an "everything goes up" market, a reminder that discipline in investing remains crucial.
Tax Strategies for Investors: Innovative approaches can offer strategic ways to navigate the tax landscape.
Investment Strategies for the New Cold War: We encourage a thoughtful approach to investing in a world where geopolitical tensions mirror those of the Cold War.
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Selected Publications
2020
Forecasts or Nowcasts? What’s on the Horizon for the 2020s
Research Affiliates, with Rob Arnott
2020
Oh My! What’s This Stuff Really Worth
Research Affiliates, with Chris Brightman and Amie Ko
2019
Game Changed, Problems Remain
Investments & Wealth Monitor, with Rob Arnott and Brent Leadbetter
2018
Hobbled by Benchmarks
Journal of Portfolio Management, with Rob Arnott, Mike Aked, and Omid Shakernia
2008
Contingent Claims Analysis and Life Cycle Finance
American Economic Review, with Zvi Bodie and Doriana Ruffino
2007
Making Investment Choices as Simple as Possible, but Not Simpler
Financial Analysts Journal, with Zvi Bodie
2007
The Theory of Life-Cycle Saving and Investing
Boston Fed Paper, with Zvi Bodie and Paul Willen
2005
The Non-Monotonicity of Value-at-Risk and the Validity of Risk Measures Over Different Horizons
Boston University Working Paper
2004
Predicting Bubbles and Bubbles-Substitutes
UCLA Economics Working Papers, with Earl A. Thompson and Charles R. Hickson
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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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.