Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff.

Professor Kotlikoff welcomes Jonathan Treussard, a figure synonymous with astute financial foresight and robust economic analysis. With an admirable blend of mathematical prowess and shrewd investment acumen, Jonathan stands as a paragon in financial and investment management. He is the founder of Trussard Capital Management, where his commitment to client empowerment and fiduciary responsibility sets the bar for customer-centric financial stewardship.

This conversation will give you not just an understanding of the economic pulse of 2023 but also a foresight into the challenges and opportunities that lie in 2024. By navigating through the realms of economics, investment, and geopolitical concerns, Jonathan offers a masterclass on the value of embracing uncertainty with informed pragmatism. This episode is a must-listen for anyone eager to decipher the complexities of the financial world and safeguard their economic future.

Topics Covered:

• The Surprising Resilience of the U.S. Economy
• Investment Strategies Amid Fluctuating Markets
• Geo-Political Tensions and Economic Implications
• Preparing for the Real Estate and Banking Forecast of 2024

Time Stamps:

• 05:51 Prepare for the future, adapt, and respond.
• 07:19 Investment professional clients seek empowerment and fiduciary service.
• 11:46 US economy's surprising strength despite some doubts.
• 15:09 Inflation improved, interest rates stable, short-term different.
• 17:56 2023 surprises: strong real estate, minimal financial stress.
• 24:26 Bloomberg columnist predicts normal economy for 2024.
• 28:10 Regional banks face risks from commercial loans.
• 29:37 Economic slowdown may lead to fiscal challenges.
• 33:18 Geopolitics and potential conflict are top concerns.
• 38:31 Private markets tighten, expecting worst, now hopeful.
• 40:03 Crisis brings opportunities but also potential risks.
• 45:18 High yields on inflation index bonds reflect confidence.
• 46:20 Jonathan provides great portfolio management advice.

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Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.

Follow Professor Kotlikoff:

Facebook: kotlikoff

Twitter: @kotlikoff

LinkedIn: laurencekotlikoff

Substack: https://larrykotlikoff.substack.com/

Books: https://kotlikoff.net/books/

Company: https://maxifiplanner.com/⁠⁠⁠