How To Invest Like The Rich With Jonathan Treussard

How To Invest Like The Rich With Jonathan Treussard

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.


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Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@kotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠laurencekotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Company: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/

Episoder(131)

Top Gov Policy Expert Cliff Winston: "Less Is More" (A Timely Message for Our Dictated Economy)

Top Gov Policy Expert Cliff Winston: "Less Is More" (A Timely Message for Our Dictated Economy)

Ciff Winston is back on Economics Matters. He's also just out with an impressive new book -- Market Corrections NotGovernment Interventions: A Path to Improve the US Economy. The book is a devastating...

19 Jan 1h 1min

Trevor Chandler: The Path to AGI Is Modeling Brains - Not Expanding LLMs

Trevor Chandler: The Path to AGI Is Modeling Brains - Not Expanding LLMs

Innovation is the hot sauce of economic progress. Trevor Chandler is one of the hottest inventors on the planet. Whether it's inventing Covid detection masks, AI-driven portable disease-detection mach...

8 Jan 1h 6min

Is this 1929 All Over Again?

Is this 1929 All Over Again?

John Llewellyn, Lehman's Former Chief Economist, Head of Independent-Economics, and Leading Global Analyst,Talks Today's and Tomorrow's Geoeconomics and GeopoliticsJohn, as you'll quickly learn from t...

1 Des 20251h 8min

Daniel Shaviro, NYU Professor of Taxation at NYU Law School, and I Discuss Inequality, Optimal Taxation, Tariffs, and Tax Reform

Daniel Shaviro, NYU Professor of Taxation at NYU Law School, and I Discuss Inequality, Optimal Taxation, Tariffs, and Tax Reform

Dan is the Wayne Perry Professor of Taxation at NYU Law School, is a graduate of Princeton University and Yale Law School. Before entering law teaching, he spent three years each in private practice, ...

14 Nov 20251h 4min

Seth Benzell is Back to Update Us on All things AI

Seth Benzell is Back to Update Us on All things AI

With the leading ten AI companies comprising one third of the value of the S&P and none showing a profit plus the threat they pose to our jobs, let alone humanity, we best keep careful track of the in...

14 Nov 20251h 3min

Harvard's Brilliant Sociologist, Orlando Patterson, Discusses The Paradox of Freedom

Harvard's Brilliant Sociologist, Orlando Patterson, Discusses The Paradox of Freedom

Orlando Patterson is simply mesmerizing. We all take "freedom" for granted. But Orlando has studied what it is and isn't -- now and across the millenia. The result of this immensely deep as well as de...

30 Okt 20251h 14min

Fred Lane is back with Secrets for Avoiding Your Personal 1929

Fred Lane is back with Secrets for Avoiding Your Personal 1929

I'm not a big fan of investment advisors. Economics teaches us that not everyone can beat the market. Yet, there are tens of thousands advisors out there who will tell you that they and they alone hav...

24 Okt 20251h 15min

Is Steve Laffey America's Last Real Republican? Steve's Back to Survey the Wreckage of the Trump Presidency

Is Steve Laffey America's Last Real Republican? Steve's Back to Survey the Wreckage of the Trump Presidency

Steve Laffey is a true American rages-to-riches success story. But Steve took the biblical saying, "to those who have much is owed," fully to heart. After a highly successful career in banking, Steve ...

16 Okt 20251h 4min

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