The Sherman Show

DoubleLine
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Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau

  1. 2024-05-16

    Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)

    DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Jeffrey Mayberry welcome back David Zervos, Chief Market Strategist for Jefferies and Head of the Global Macro Division of Leucadia Asset Management. The last time Mr. Zervos was on in May 2019, ... Read More

    1 tim

  2. 2024-01-25

    TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot

    Jim Bianco, President of market and macroeconomic research firm Bianco Research, appears Jan. 11, 2024, with hosts Jeffrey Sherman and Samuel Lau to discuss among other issues his outlook for a “no landing” U.S. economy in 2024, sticky inflation of ... Read More

    1 tim 15 min

  3. 2023-11-30

    TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization

    Andy Constan, founder, CEO and Chief Investment Officer of Damped Spring, joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss his approach to macroeconomics-driven investing. They also discuss, among other timely topics, Mr. Constan’s outlook for persistent inflation above the ... Read More

    55 min

  4. 2023-10-26

    TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs

    DoubleLine ETF Specialist Scott Thomson discusses his role at the firm and describes the growing use and evolution of exchange-traded funds as vehicles for trading and investment with DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Macro Asset Allocation ... Read More

    52 min

  5. 2023-09-28

    TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors

    Liz Young, head of investment strategy at personal finance company and bank SoFi, discusses markets, the investor movement to DIY investing, and her investment process and market outlook with DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode recorded Sept. ... Read More

    46 min

  6. 2023-09-14

    TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing

    Joseph Mallen, founder and CEO of Modelist, discusses with Jeffrey Sherman and Samuel Lau evidence-based investing, the integration of customized models with the securities and managers to implement them, the role of AI in his platform, and his take on ... Read More

    1 tim 1 min

  7. 2023-08-10

    TSS Episode 144: Wading Into the AI-Stirred Stock Froth

    DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Matt Forester, CIO of BNY Mellon Advisors, to The Sherman Show. Mr. Forester kicks off the episode by discussing the recent branding shift from Lockwood Advisors to BNY Mellon ... Read More

    57 min

  8. 2023-07-14

    TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook

    Jeff Mayberry, Portfolio Manager on DoubleLine’s Macro Asset Allocation team, on July 10, gets graded by Jeffrey Sherman and Samuel Lau on his forecasts for 1H2023 and shares his outlooks for the second half of the year. Jeff Mayberry gets ... Read More

    1 tim 9 min
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Om

Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau

Information

  • Skapad av
    DoubleLine
  • Aktiva år
    2017 - 2024
  • Avsnitt
    100
  • Åldersgräns
    Barnvänligt
  • Copyright
    © Copyright 2024 All rights reserved.
  • Programmets webbplats
    The Sherman Show