Economics Matters with Laurence Kotlikoff

How To Invest Like The Rich With Jonathan Treussard

Dec 7, 2023

Former graduate student turned financial expert Jonathan Tressard shares insights on personalized investment strategies, risk management, and the multi millionaire guide to wealth management. He discusses transitioning from Wall Street to managing money for high-wealth families and the importance of finding a customized investment strategy. Tressard's journey to launching his own financial advisory firm showcases the personal touch he brings to wealth management.

01:06:14

Creator website

Episode guests

Jonathan Treussard

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Customized investment strategies cater to individual needs for wealth management.

Identifying market inefficiencies allows investors to capitalize on mispriced assets.

Diversifying portfolios with international investments mitigates risks and enhances wealth accumulation.

Deep dives

The Importance of Financial Expertise in Investing

Having a team of dedicated experts in financial management provides an advantage in making informed decisions. Expertise can augment your decision-making by providing rational insights and analyzing investment opportunities. Additionally, experts can assist in implementing investment strategies effectively and efficiently, offering a unique edge in navigating complex financial markets.

Introduction

3min

Resilience and Success: Jonathan's Inspiring Journey

11min

Pursuing Music Abroad: A Bold Departure from Home

3min

Navigating Risk Management and Foreign Investments

12min

Evolution of a Career in Investment Management to Personalized Financial Services

4min

Navigating Banking Sector Challenges and Fragility

11min

Exploring Fragility in the Banking System and Retirement Planning

3min

Navigating Financial Uncertainty and Market Inefficiencies

8min

Insights into Wealthy Investing Advantages and Expert Financial Guidance

6min

10.

Navigating Wealth and Investment Pitfalls with Financial Expertise

4min

Professor Kotlikoff is joined by one of his former graduate students, Jonathan Tressard. His economics PhD was in the field of finance, and he was such a brilliant student that Nobel Laureate, Robert Merton, hired him as his research assistant. Jonathan worked on Wall Street and in Newport, CA managing money for high-wealth families and developing investment strategies for Wall Street clients.

Proessor Kotlikoff and Jonathan cover a broad range of topics, including:

Our national and your personal economy.
Finding an investment strategy that's customized for our individual needs.
The multi millionaire guide to wealth management.
Risk management vs trying to beat the market.

Jonathan has now started his own financial advisory firm -- working with households. Check out Treussard Capital Management if you need a fantastic financial advisor. ---------------------------------------------------------------------------

Economics Matters - The podcast is hosted by Laurence Kotlikoff and moderated by Alex Kotlikoff. Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.

Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠kotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@kotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠laurencekotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Company: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/