Treussard Talks.
Treussard Talks.
Podcast Description
Welcome to ”Treussard Talks,” where we cut through the complexity of wealth management to reveal what really matters in building and preserving your financial legacy.
As a former partner at a $150B global asset manager and Founder of Treussard Capital Management, I’ve witnessed firsthand how the investment industry often prioritizes complexity over clarity. This podcast aims to change that narrative.
Each episode, we’ll dive deep into the questions that sophisticated investors should be asking but often don’t. From demystifying investment strategies to exploring the psychological aspects of wealth management, we’ll provide you with actionable insights that go beyond traditional financial advice.
Whether you’re navigating market uncertainties, seeking to align your wealth with your values, or looking to build a lasting legacy, this podcast offers the clarity and perspective you need to make informed decisions. Join me as we explore the intersection of wealth, purpose, and strategic thinking.
Because understanding your wealth shouldn’t be as complex as building it.
DISCLAIMER: The content of ”Treussard Talks” is for informational purposes only and should not be considered as financial advice. The views expressed are those of Jonathan Treussard and his guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult with their own financial advisors before making any investment decisions.
Podcast Insights
Content Themes
The podcast explores themes of wealth management, investment strategies, and the psychology of financial decisions, with episodes like the one featuring Alec Crawford discussing the risks and opportunities of meme stocks, and the importance of understanding financial infrastructure. Each episode aims to demystify aspects of investing and provide actionable insights for the audience.
Welcome to ”Treussard Talks,” where we cut through the complexity of wealth management to reveal what really matters in building and preserving your financial legacy.
As a former partner at a $150B global asset manager and Founder of Treussard Capital Management, I’ve witnessed firsthand how the investment industry often prioritizes complexity over clarity. This podcast aims to change that narrative.
Each episode, we’ll dive deep into the questions that sophisticated investors should be asking but often don’t. From demystifying investment strategies to exploring the psychological aspects of wealth management, we’ll provide you with actionable insights that go beyond traditional financial advice.
Whether you’re navigating market uncertainties, seeking to align your wealth with your values, or looking to build a lasting legacy, this podcast offers the clarity and perspective you need to make informed decisions. Join me as we explore the intersection of wealth, purpose, and strategic thinking.
Because understanding your wealth shouldn’t be as complex as building it.
DISCLAIMER: The content of ”Treussard Talks” is for informational purposes only and should not be considered as financial advice. The views expressed are those of Jonathan Treussard and his guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult with their own financial advisors before making any investment decisions.
Alternatives, Diversification, and Investor Agency with Jane Buchan | Treussard Talks (E11)
In this conversation, Jane Buchan — CEO of Martlet Asset Management, co‑founder of PAAMCO (which grew to $32B AUM), former Dartmouth finance professor, and longtime CAIA leader — and I dig into what “alternatives” really are, how the space has evolved, and how disciplined due diligence restores clarity and control for sophisticated investors.
We link market mechanics with investor behavior to focus on practical choices that drive outcomes.
You’ll hear us cover:
- A working definition of alternatives and how they mature from frontier to mainstream
- Globalization, rising correlations, and why diversification still earns its keep
- Private equity vs. hedge funds: leverage, long/short mechanics, and capacity limits
- Private credit and direct lending: floating‑rate reality, regulatory arbitrage, and default plumbing
- Due diligence in practice: separate accounts, custody risk, and aligning control with ownership
- Bubble talk without the hype: being roughly right long‑term vs. perfectly timed
- Investor psychology in alts: expectation setting, story risk, and staying power
- Building the pipeline in finance and the power of asking better questions
Why this matters now: High-net-worth investors face more products and stories than ever. Clear mechanics, sober risk management, and true diversification — not magical thinking — are what preserve agency over outcomes.
Disclaimer: The content of “Treussard Talks” is for informational and educational purposes only and should not be considered financial advice. The views expressed are those of the host and guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult with their own financial advisor before making any investment decisions. For full disclosures, visit treussard.com.
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