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.
Conscious Leadership, Curiosity, and Culture by Design — with Kaley Klemp | Treussard Talks (E26)
Most cultures aren’t built. They emerge. A founder has an idea, recruits two friends, and the three of them live and breathe the mission until it works. Nobody stops to ask what values they’re building on. Nobody writes down who gets to make the call when there’s a jump ball. And then the firm grows, the osmosis stops working, and the culture they didn’t design starts running the show.
Kaley Klemp has spent her career helping leaders see that clearly — and do something about it. She is the co-author of The 15 Commitments of Conscious Leadership and has worked with organizations from YPO member companies to Research Affiliates, where she and I first met over a decade ago. The conversation that follows is about what it actually takes to lead with intention: in firms, in partnerships, in families, and in the relationship you have with your own wealth.
What We Cover in This Conversation:
- Above the line vs. below the line: curiosity and responsibility vs. defensiveness, blame, and rescuing
- Why “the need to be right” is a corrosive force in knowledge-based organizations
- Decision rights: who gets to make the call, why bottlenecks form around founders, and what gets left on the table when they do
- What co-founder breakups have in common with divorce — and how candor, practiced early and often, is the only real prevention
- The Enneagram as a vocabulary for difference: why people who want to be “strong,” “safe,” and “good” end up in entrenched conflict
- “If you don’t define the money, the money will define you” — and what it means to help clients have that conversation with themselves
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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This podcast is for entertainment and education only. Nothing here is financial advice. Treussard Capital Management is a registered investment advisor. Please visit our website www.treussard.com for additional information and disclaimers.
Disclaimer
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