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#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory

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Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets.

Link:

https://www.treussard.com/julia

Timestamps:

00:00 Intro and welcome Jonathan Treussard

00:52 Macro view, confusing data, too much volatility

04:11 Wealth inequality

05:33 AI

06:33 Is the economy healthy?

07:55 Money illusion

10:07 Bubbles and assessing market valuations

14:36 Geopolitics

17:50 Middle class

19:50 From musician to economist

27:15 Changing perception of America

30:34 Market risks: Nvidia, CRE, Private Equity, and Private Credit

36:00 Banking system

38:33 Concerns about CRE and private credit

41:37 Making decisions under uncertainty

45:12 Parting thoughts

  continue reading

208 episoade

Artwork
iconDistribuie
 
Manage episode 423393860 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets.

Link:

https://www.treussard.com/julia

Timestamps:

00:00 Intro and welcome Jonathan Treussard

00:52 Macro view, confusing data, too much volatility

04:11 Wealth inequality

05:33 AI

06:33 Is the economy healthy?

07:55 Money illusion

10:07 Bubbles and assessing market valuations

14:36 Geopolitics

17:50 Middle class

19:50 From musician to economist

27:15 Changing perception of America

30:34 Market risks: Nvidia, CRE, Private Equity, and Private Credit

36:00 Banking system

38:33 Concerns about CRE and private credit

41:37 Making decisions under uncertainty

45:12 Parting thoughts

  continue reading

208 episoade

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