Want to create an interactive transcript for this episode?
Podcast: The Julia La Roche Show
Episode: #176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
Description: 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.Â
Link:Â
https://www.treussard.com/julia
Timestamps:Â
00:00 Intro and welcome Jonathan Treussard
00:52 Macro view, confusing data, too much volatilityÂ
04:11 Wealth inequalityÂ
05:33 AI
06:33 Is the economy healthy?Â
07:55 Money illusion
10:07 Bubbles and assessing market valuations
14:36 GeopoliticsÂ
17:50 Middle classÂ
19:50 From musician...