#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory

Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets.  Link:  https://www.treussard.com/julia Timestamps:  00:00 Intro and welcome Jonathan Treussard 00:52 Macro view, confusing data, too much volatility  04:11 Wealth inequality  05:33 AI 06:33 Is the economy healthy?  07:55 Money illusion 10:07 Bubbles and assessing market valuations 14:36 Geopolitics  17:50 Middle class  19:50 From musician to economist 27:15 Changing perception of America 30:34 Market risks: Nvidia, CRE, Private Equity, and Private Credit 36:00 Banking system  38:33 Concerns about CRE and private credit 41:37 Making decisions under uncertainty  45:12 Parting thoughts