Treussard Talks.
Treussard Talks is a podcast that demystifies wealth management for sophisticated investors. Hosted by former asset manager partner Jonathan Treussard, it offers actionable insights on investment strategies, financial psychology, and building a lasting legacy. The show aims to provide clarity and perspective beyond traditional financial advice, helping listeners make informed decisions about their wealth.
Episodes
AI is Changing Markets, Not Just Companies | Treussard Talks (E28)
Three seemingly unrelated stories have dominated markets since January: a collapse in software valuations traders nicknamed SaaS-mageddon, a South Korean stock market swinging harder than Bitcoin, and a hedge fund named Situational Awareness down tens ...
The Economics of Private Equity — with Ludovic Phalippou | Treussard Talks (E27)
Ludovic Phalippou has spent twenty-five years studying one subject, every day, from every angle. Private equity for breakfast, lunch, and dinner, as he puts it. A Professor of Financial Economics at Oxford's Saïd Business School, he has read the limite...
Conscious Leadership, Curiosity, and Culture by Design — with Kaley Klemp | Treussard Talks (E26)
Conscious Leadership, Curiosity, and Culture by Design — with Kaley Klemp | Treussard Talks (E26) Most cultures aren't built. They emerge. A founder has an idea, recruits two friends, and the three of them live and breathe the mission until it works. N...
Systematic Investing, Mission, and the Discipline of Expectations — with Eduardo Repetto | Treussard Talks (E25)
Eduardo Repetto is the Chief Investment Officer of Avantis Investors, the systematic investment firm he founded in 2019 that now manages more than $125 billion. Before Avantis, Eduardo was Co-CEO and Co-CIO at Dimensional Fund Advisors, where he worked...
Capital, AI, and the Limits of Liquidity — with Andrea Eisfeldt | Treussard Talks (E24)
Andrea Eisfeldt holds the Laurence D. and Lori W. Fink Endowed Chair in Finance at UCLA Anderson and is a Research Associate at the National Bureau of Economic Research. She received her PhD in economics from the University of Chicago, trained under Jo...
Debt, Inflation, and the Risky Macro Regime of Fiscal Dominance — with Jim Masturzo | Treussard Talks (E23)
The conventional tools of monetary policy assume the central bank is in charge. What happens when the debt burden gets large enough that it isn't? At some point — and no one knows exactly when — raising rates stops cooling the economy and starts feedin...
Tax-Advantaged Investing, Long-Short Strategies, and the Future of Wealth Management with Erkko Etula | Treussard Talks (E22)
Wall Street is building a trillion-dollar business around slashing the tax bills of wealthy investors. The innovations are real. So are the risks. This conversation is about how to think clearly about both. Erkko Etula built his career at the intersect...
The Strait of Hormuz, Oil Markets, and the Futures Curve with Nic Johnson | Treussard Talks (E21)
The Strait of Hormuz was always the thought experiment. The scenario commodities traders ran when they needed a stand-in for the unimaginable. Fifteen to twenty miles of waterway. One fifth of the world's oil. Now it isn't a thought experiment anymore....
The State of Trump Economics in 2026 with Larry Kotlikoff | Treussard Talks (E20)
In this conversation, Larry Kotlikoff (https://kotlikoff.net/)—Professor of Economics at Boston University, Research Associate at the NBER, and former Senior Economist on Reagan's Council of Economic Advisors—and I go through the current administration...
Tail Risk, Market Structure, and Building Resilience with Vineer Bhansali | Treussard Talks (E19)
In this conversation, Vineer Bhansali—Ph.D. in theoretical physics from Harvard, former PIMCO portfolio manager, and founder of LongTail Alpha—and I explore why the tails of the distribution are where both some of the most misunderstood risks and oppor...
Passive Investing's Endgame and America's Hidden Precarity Crisis with Mike Green | Treussard Talks (E18)
In this episode, I sit down with Mike Green—Chief Strategist at Simplify Asset Management and one of the most rigorous thinkers on market structure today. We start with Mike's journey from Wharton to small-cap value, through Canyon Partners during 2008...
Incentives, Investor Behavior, and AI with Devin Shanthikumar | Treussard Talks (E17)
In this episode, I sit down with Devin Shanthikumar—faculty at the UC Irvine Merage School of Business and Associate Dean for Undergraduate Studies—to talk about how real-world market outcomes are shaped. We start with Devin’s path from UC Berkeley (en...
Fifty Years Explaining Economics to America with Paul Solman | Treussard Talks (E16)
Fifty years explaining economics to America with Paul Solman | Treussard Talks (E16) Paul Solman (PBS NewsHour, eight Emmys, five Peabodys) has spent half a century translating markets and economics for millions. But this conversation isn't about predi...
Tax Planning and Estate Governance with Frazer Rice | Treussard Talks (E15)
Tax Planning and Estate Governance with Frazer Rice | Treussard Talks (E15) In this conversation, Frazer Rice—author of Wealth Actually—and I cover two distinct, if related, topics. First, what H.R. 1 really changes for high earners, business owners, a...
Tax Alpha, Mechanics over Magic with Brent Sullivan | Treussard Talks (E14)
Tax strategies sold as "alpha" often obscure their actual mechanics — and the investment risks you're taking to get the tax benefit. Brent Sullivan — "Tax Alpha Insider," formerly on PIMCO's trading floor and Parametric's quantitative team — decodes wh...
Active ETFs and the Multi‑Manager Model with Kristof Gleich | Treussard Talks (E13)
In this conversation, Harbor Capital Advisors President and CIO Kristof Gleich and I dig into how to find true skill in managers, why the ETF wrapper changed the game, and how to build more resilient portfolios in an inflation‑prone world. We connect t...
Fear, Not Risk: Rethinking the Equity Premium with Rob Arnott and Ed McQuarrie | Treussard Talks (E12)
Fear, Not Risk: Rethinking the Equity Premium with Rob Arnott and Ed McQuarrie | Treussard Talks (E12) In this conversation, Rob Arnott (Founder and Chairman, Research Affiliates) and Ed McQuarrie (Professor Emeritus, Santa Clara University) examine wh...
Alternatives, Diversification, and Investor Agency with Jane Buchan | Treussard Talks (E11)
Alternatives, Diversification, and Investor Agency with Jane Buchan | Treussard Talks (E11) In this conversation, Jane Buchan — CEO of Martlet Asset Management, co‑founder of PAAMCO (which grew to $32B AUM), former Dartmouth finance professor, and long...
Defining FinTech with Michael Imerman, Ph.D. | Treussard Talks (E10)
Defining FinTech with Michael Imerman, Ph.D. | Treussard Talks (E10) Join Jonathan Treussard, Ph.D. for a thoughtful conversation with Michael Imerman, Ph.D. — Professor of Finance at UC Irvine and author of The Economics of FinTech (2025). They define...
When History Meets Markets: Geopolitics, Civility, and Capital with David Kotok | Treussard Talks (E09)
When History Meets Markets: Geopolitics, Civility, and Capital with David Kotok | Treussard Talks (E09) Join Jonathan Treussard for a thoughtful conversation with David Kotok. David’s decades of experience as CEO, CIO, and investor, along with his deep...
Economics That Matters: From Academic Theory to Real-World Solutions with Larry Kotlikoff | Treussard Talks (E08)
Economics That Matters: From Academic Theory to Real-World Solutions with Larry Kotlikoff | Treussard Talks (E08) Join Jonathan Treussard for a lively conversation with Larry Kotlikoff, Professor of Economics at Boston University, influential policy th...
Purpose, Access, and the Modern Investor’s Journey with Anna Paglia | Treussard Talks (E07)
Purpose, Access, and the Modern Investor’s Journey with Anna Paglia | Treussard Talks (E07) Join Jonathan Treussard for a powerful conversation with Anna Paglia, Chief Business Officer at State Street Global Advisors, as they delve into the future of i...
Reclaiming Control, Legacy, and Family Dynamics: Estate Planning with Anne Rhodes & Dave Haughton | Treussard Talks (E06)
On this episode, I sit down with Anne Rhodes, Chief Legal Officer at Wealth.com, and estate attorney Dave Haughton for an important conversation about reclaiming control, navigating family dynamics, and how proactive estate planning shapes our wealth, ...
Intergenerational Wisdom, Risk, and the Functions of Finance with Zvi Bodie | Treussard Talks (E05)
Intergenerational Wisdom, Risk, and the Functions of Finance with Zvi Bodie | Treussard Talks (E05) On this episode, I sit down with Zvi Bodie—economist, author, advocate for the American investor, and my father-in-law—to explore how the core functions...
Capitalism, Agency, and Investing with Dave Nadig | Treussard Talks (E04)
Capitalism, Agency, and Investing with Dave Nadig | Treussard Talks (E04) On this episode, I sit down with Dave Nadig, one of the most thoughtful voices in asset management, to explore the roots and evolution of investing, the purpose and power of capi...
Raising Financially Fit Kids in Abundance with Joline Godfrey | Treussard Talks (E03)
Raising Financially Fit Kids in Abundance with Joline Godfrey | Treussard Talks (E03) On this episode, I sit down with Joline Godfrey—someone who deeply understands what it takes to raise a financial fit kids when they are surrounded with abundance, no...
Navigating Financial Crises and Building Career Resilience with Katie O'Dwyer | Treussard Talks (E02)
Navigating Financial Crises and Building Career Resilience with Katie O'Dwyer | Treussard Talks In this episode of Treussard Talks, Jonathan Treussard chats with Katie O'Dwyer about her dynamic career in finance. They revisit the 2008 financial crisis,...
Investing Insights with Alec Crawford: From Computer Science to Wall Street and Beyond | Treussard Talks (E01)
Investing Insights with Alec Crawford: From Computer Science to Wall Street and Beyond | Treussard Talks Join Jonathan Treussard as he sits down with Alec Crawford to discuss the intersection of the mechanics of investing, the psychology behind investm...
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