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

The Julia La Roche Show

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