Archive
Markets
+2
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.
Markets
+2
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.
Risk
+1
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.
Markets
+2
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.
Markets
+1
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.
Risk
+1
Feb 28, 2026
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10 min read
Gradually and Then Suddenly
Our story begins in the late 1990s. When software started ruling the world. We're now in the middle of what's being called the "AI Scare Trade" or SaaSpocalypse. Software stocks are down. Private equity down. Private credit down. This is how we got here. And what you might want to be thinking about.
