#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

Konten disediakan oleh Julia La Roche. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Julia La Roche atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

15d ago 50:17

MP3•Beranda episode

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

180 episode

#Trading #Business #Julia La Roche