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Family Wealth

+1

Let’s Make Some Mistakes Together

Oct 24, 2026

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2 min read

Let’s Make Some Mistakes Together

One night a year, candy is currency. Chuck Jaffe turns his porch into a lab where kids practice choosing, trading, and taking risks. Inside: three Snickers bars, a car that wouldn’t start, and mistakes that are never cheaper than today.

Jonathan Treussard
Jonathan Treussard

Markets

+2

Bad Bond Math

Oct 10, 2026

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4 min read

Bad Bond Math

The war with Iran moved the 10-year Treasury — and the 10-year moved your mortgage rate. The napkin calculation: 1.3 points on $40 trillion of debt, pretty close to half a trillion. Plus: Ari Polychronopoulos on rethinking passive investing.

Jonathan Treussard
Jonathan Treussard

Financial Literacy

Being There

Sep 26, 2026

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5 min read

Being There

At 20, I knew approximately nothing about money. Here's what I wish I'd known: track before you budget, grow the asset you control, and save like the adult you deserve to be. Plus: Chuck Jaffe's Money Life, and TIPS in the WSJ.

Jonathan Treussard
Jonathan Treussard

Markets

+2

Eyes Wide Open

Sep 12, 2026

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4 min read

Eyes Wide Open

Tariffs, a war, higher rates — and the S&P 500 has still more than doubled from its 2022 low. Markets aren't blind; they see plenty. They're just watching earnings, and 155 years of Shiller data show why.

Jonathan Treussard
Jonathan Treussard

Financial Literacy

“Advisors offer more self-serving advice to women”

Aug 29, 2026

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2 min read

“Advisors offer more self-serving advice to women”

A recent paper in the American Economic Review analyzed 27,000 real meetings and found clear evidence for gender differences in financial advice. "Differences" is a euphemism.

Jonathan Treussard
Jonathan Treussard

Markets

+2

A Very Analog Market

Aug 15, 2026

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6 min read

A Very Analog Market

AI is repricing everything — software, chips, entire national stock markets. Then the most "AI-native" hedge fund on the planet got a margin call. What happened next was very analog indeed.

Jonathan Treussard
Jonathan Treussard

Markets

+2

The First Rule of Fight Club

Aug 1, 2026

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3 min read

The First Rule of Fight Club

The AI boom has markets misbehaving — the same claim on profits, priced 50% apart, and a word my students finally said out loud. Plus: five fan-favorite Treussard Talks conversations to revisit while the podcast takes a short break.

Jonathan Treussard
Jonathan Treussard

Inflation

+4

So Many Things to Tell You

Jul 18, 2026

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5 min read

So Many Things to Tell You

Crude oil is up 37.5% this year, after three years of falling prices — and the next card hasn't been flipped. Plus: two TREUSSARD TALKS conversations, one on how people behave under stress, one on the arithmetic underneath private equity.

Jonathan Treussard
Jonathan Treussard

Risk

+1

In Crises, You Don't Get Wiser. You Get More You.

Jun 6, 2026

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3 min read

In Crises, You Don't Get Wiser. You Get More You.

When markets break, the best thing you can have ready is a process — not better judgment. Eduardo Repetto and I talked process vs. personality on TREUSSARD TALKS.

Jonathan Treussard
Jonathan Treussard

Markets

+2

What Would You Say You Do Here?

May 23, 2026

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7 min read

What Would You Say You Do Here?

86 million white-collar workers. $7 trillion in wages. One very big question. The answers will determine what the collateral under the economy is actually worth.

Jonathan Treussard
Jonathan Treussard

Markets

+1

AI, Intangibles, and Humanity — My Conversation with Dr. Andrea Eisfeldt

May 9, 2026

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4 min read

AI, Intangibles, and Humanity — My Conversation with Dr. Andrea Eisfeldt

Intangibles reshaped what makes a firm valuable. Equity comp reshaped how workers get paid. Now AI is reshaping both — and the bottleneck might not be the machines.

Jonathan Treussard
Jonathan Treussard

Valuations

+2

Our Only Plan is to Grow Up

Apr 25, 2026

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6 min read

Our Only Plan is to Grow Up

Markets have shrugged off a war (so far), while crude oil hasn't, and the post-WWII order is unwinding across three fronts. Plus: two new TREUSSARD TALKS conversations. One on long-short strategies and the other on the macro regime that just got a lot more relevant.

Jonathan Treussard
Jonathan Treussard
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WEALTH, EMPOWERED by Jonathan Treussard

WEALTH, EMPOWERED by Jonathan Treussard

Essays on markets, wealth, and meaning from someone who navigated the 2008 crisis and led strategy at a $150-billion asset manager along the way. Written for families managing substantial wealth who think deeply about what money is for. Twice monthly.

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