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The Julia La Roche Show
#176 Economist Jonathan Treussard On The Extraordinarily Confusing Macro Data, Markets With A Memory Of A Goldfish, And If We're In Bubble Territory
Jun 13, 2024
Economist Jonathan Treussard discusses confusing macro data, market volatility, wealth inequality, AI, and market bubbles. He shares insights on market risks, middle class struggles, and his journey from musician to economist. Treussard also explores changing perceptions of America, opportunities in U.S. higher education, and concerns about CRE and private credit.
50:17
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Quick takeaways
- Understanding the impact of confusing macro data and market volatility is crucial for assessing economic trends and implications.
- Recognizing the risks in commercial real estate and private credit markets calls for investment resilience and caution against inflated valuations.
Deep dives
Jonathan's Macro View on the Economy and Markets
Jonathan discusses the confusion in today's economy and markets, highlighting the volatility in macro data and its impact. He focuses on the recent CPI data and the challenges in interpreting economic trends, emphasizing the need for a holistic view of economic indicators to understand the true inflationary tendencies.
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