The Point of It All - Capitalism, Agency, and Investing.

I am traveling with my family and I am determined to keep this short.

Maybe it’s being in my hometown, a place that I left more than half of my lifetime ago.

Maybe it’s the piling on of headlines suggesting the world order is on the cusp of profound changes (if we had any doubts left).

Either way, it's hard for me to separate the meaning of life from the meaning of money and things like capitalism, agency, and investing.

As luck would have it, I talked to Dave Nadig recently about all of it.

Dave is a brilliant thinker (and a truly wonderful person) and I think you’ll enjoy every minute of our roughly hour-long conversation.

Dave’s take is here: https://www.nadig.com/p/capitalism-agency-and-human-flourishing

You can listen to my entire conversation with Dave on TREUSSARD TALKS on Apple Podcast (here), Spotify (here), and YouTube (here).

But here is what may be my favorite line from Dave. Seems like the perfect version of “hey, remind me, why are we doing this?”

(Rest assured we also talk about much more practical issues, like ETFs and what a client-first asset manager looks like in 2025.)

Be well and talk soon.
And enjoy these early days of summer.

Jonathan 👋

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If you're looking for a genuine partnership in wealth management - one that keeps you informed, engaged, and in control - I'd welcome a conversation about how we can work together.