94 episodes

DoubleLine, The Sherman Show

The Sherman Show DoubleLine

    • Investing
    • 5.0 • 5 Ratings

DoubleLine, The Sherman Show

    S10 E7 Louis Gave of Gavekal Research on the New Structural Bear and Bull Markets

    S10 E7 Louis Gave of Gavekal Research on the New Structural Bear and Bull Markets

    Louis Gave, founding partner and CEO of @GavekalResearch, tells DoubleLine’s Jeffrey Sherman and Samuel Lau that the price shifts of three key assets is not a “dead-cat bounce” but “the start of a new trend” in markets that will require ... Read More

    • 59 min
    S10 E6 Larry McDonald Brings Together Inflation Risk, Yield Curve Control and Reconciliation

    S10 E6 Larry McDonald Brings Together Inflation Risk, Yield Curve Control and Reconciliation

    DoubleLine’s Jeffrey Sherman and Samuel Lau welcome political risk expert Lawrence McDonald, a New York Times bestselling author and regular contributor to CNBC, to “The Sherman Show.” Mr. McDonald is the creator of a finance and politics talk show on ... Read More

    • 53 min
    S10 E5 Alex Shahidi and Damien Bisserier Discuss Risk Parity Investing

    S10 E5 Alex Shahidi and Damien Bisserier Discuss Risk Parity Investing

    Alex Shahidi and Damien Bisserier discuss risk parity versus equity-centric and “crystal-ball” investing, the hazards of the 60-40 stock-bond allocation, crypto as a diversifier to gold, the reasons to hold Treasuries even at today’s low yields, the lessons of financial ... Read More

    • 46 min
    S10 E4 Richard Bernstein Helps To Navigate the Noise

    S10 E4 Richard Bernstein Helps To Navigate the Noise

    DoubleLine’s Jeffrey Sherman and Samuel Lau welcome Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, to “The Sherman Show,” recorded on Feb. 22, 2021. The discussion kicks off with a reference to Mr. Bernstein’s 2001 book, “Navigate ... Read More

    • 51 min
    TSS S10 E3: Grant Williams on Bubbles, Power Struggles and Inflation

    TSS S10 E3: Grant Williams on Bubbles, Power Struggles and Inflation

    “The Sherman Show” guest Grant Williams brings his wide experience across asset classes and the world’s financial centers to this Feb. 8, 2021, episode with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Williams is a senior advisor to Matterhorn Asset ... Read More

    • 57 min
    S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities

    S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities

    Gerard Minack, founder of Minack Advisors, joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau to discuss his global macroeconomic outlook and asset allocations. With U.S. stocks at or near record valuations, Mr. Minack also observes ... Read More

    • 52 min

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