Treussard Talks.

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...

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 predictions or portfolios. It's about how to think when you can't know what's coming. The Three-Body Problem of Everything Paul frames it plainly: the U....

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 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, and wealthy households. Second, what a holistic framework for estate planning and family governance looks like for ultra-high-net-worth families. You...

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...

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 what's really happening beneath the marketing slides. For founders with embedded gains, executives navigating concentrated positions, and investors ti...

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...

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 the mechanics and psychology of investing to the decisions that restore clarity and control for sophisticated investors. You’ll hear us cover: How to...

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...

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 why fear—of loss and of missing out—better explains asset pricing than traditional “risk” frameworks. We connect the mechanics and psychology of inves...

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...

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 longtime CAIA leader — and I dig into what “alternatives” really are, how the space has evolved, and how disciplined due diligence restores clarity an...

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...

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 what truly counts as FinTech, map the ecosystem across verticals and horizontals, trace the post‑GFC innovation cycle, and separate durable sign...

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...

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 interest in history and geopolitics, provide powerful lessons for investors navigating uncertain times. Key Highlights The Grocery Store MBA David...

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...

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 thinker, and longtime mentor. In this episode, Jonathan and Larry look back on the defining moments that shaped Larry’s career—from the early days at...

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...

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 investing, leadership with purpose, and breaking down barriers to wealth creation. Anna’s inspiring story traces her journey from waiting tables in R...

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, ...

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, legacies, and relationships across generations. Anne and Dave share their journeys from major law firms to legal tech and public education. We dig...

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...

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 of finance shape not just markets and policy, but also the way we live, save, and prepare for uncertainty across our lives. Our conversation takes...

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...