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.
The Importance of Investment Pre-Mortems (Audiogram)
In this 2-minute video, Jonathan Treussard, Ph.D., explores the concept of investment pre-mortems, a crucial strategy for seasoned investors and high-net-worth individuals. Learn how professional investors anticipate potential losses and prepare for market volatility before making investment decisions.
Bond Markets in 5 Minutes or Less: Your Full Guide Today
In just a few minutes, gain a clear understanding of current market dynamics, investment strategies, and how they apply to your wealth and portfolio decisions. From Treasury rates and money market accounts to corporate bonds and international sovereign debt, this guide provides insights tailored for high-net-worth investors.
Financial Advisor Magazine - Treussard on Fixed Income and Inflation Protection
Jonathan Treussard contributed to a valuable piece in Financial Advisor Magazine on the importance of inflation protection for long-term investors within the context of fixed-income securities.
Read the full article in Financial Advisor Magazine.
Aligning Wealth with Your Life's Vision: Attention, Intention, and Purpose (Audiogram)
In our latest audiogram, we explore the core elements of effective wealth management: Attention, Intention, and Purpose. These principles are essential for aligning your financial strategy with your unique journey and goals. Listen to the full recording here.
Forget Tomorrow… The AI Era Started Yesterday
As we step into the AI era, it's crucial to understand how this evolution will shape our near future on personal, economic, and societal levels. We have three conclusions: AI Adoption is Inevitable; AI: The Energy Cookie Monster; It’s Back to Square One for the Internet as a Business.
The Art of Investing: Navigating Cognitive Biases (Audiogram)
Join Jonathan Treussard, Ph.D., as he explores the sophisticated challenges of investment decision making in volatile markets. Learn how to overcome cognitive biases, adapt to changing circumstances, and make informed, objective choices for confident market navigation.
The Rise of Private Credit: A Cautionary Tale for High Net Worth Investors (Audiogram)
In this video, Jonathan Treussard, Ph.D., Founder of Treussard Capital Management LLC, explores the rise of private credit as an asset class post-global financial crisis. He raises critical questions about marketing private credit to a new audience and warns of the potential risks involved.
You and I Both Know These Things…
The more I think about investing, the more I get to a simple punchline: This stuff is really not that hard and this stuff is really, really hard. Hard or not hard, though, it’s all too easy to get turned around. So let’s keep a few things straight.
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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.