The Meb Faber Show
The Meb Faber Show
Nov 29, 2023
Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510
Play • 1 hr

Today’s returning guest is Jonathan Treussard, who recently left Research Affiliates to launch his own RIA. This time Jonathan brought along Nic Johnson, who ran the commodity desk at PIMCO until early last year, overseeing over $20 billion.

In today’s episode, the three of us kick around a bunch of topics. We talk about asset allocation, investor interest in commodities & TIPS, why Nic hates when people say gold is an inflation hedge, how financial incentives drive behavior, and why that’s an issue in areas like finance and residential real estate. 


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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 


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