Sign up to save your podcasts
Or
Share #176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
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
View all episodes
By Julia La Roche
4.5
5656 ratings
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
More shows like The Julia La Roche Show
View all
Macro Voices
3,070 Listeners
Hedgeye Podcasts
200 Listeners
The Market Huddle
363 Listeners
Palisades Gold Radio
262 Listeners
Excess Returns
88 Listeners
Eurodollar University
464 Listeners
The Grant Williams Podcast
1,341 Listeners
ITM Trading Podcast
75 Listeners
Wealthion - Be Financially Resilient
372 Listeners
The Jay Martin Show
71 Listeners
On The Tape with Danny Moses
163 Listeners
Forward Guidance
269 Listeners
Thoughtful Money with Adam Taggart
414 Listeners
The David Lin Report
47 Listeners
Monetary Matters with Jack Farley
157 Listeners