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

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.

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Jonathan Treussard Jonathan Treussard

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.

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Jonathan Treussard Jonathan Treussard

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.

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Jonathan Treussard Jonathan Treussard

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.

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Jonathan Treussard Jonathan Treussard

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

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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

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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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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.