The Sherman Show: Recent Episodes
DoubleLine
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
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
Robert Cohen, head of DoubleLine’s Global Developed Credit team, discusses navigating the waters of investment grade and high yield corporate bonds and leveraged loans as these markets enter the late stage of the economic and credit cycles. He speaks June ... Read More
Russ Ivinjack, Global Chief Investment Officer of Aon Investments, discusses, among other topics, his management of Aon’s investment manager research teams, the discipline of selecting active managers and investment strategies, and the strategic and tactical dimensions of building portfolios to ... Read More
DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome J.P. Morgan Chief U.S. Economist Michael Feroli to The Sherman Show. Mr. Feroli kicks the episode off by recounting his educational transition from philosophy to finance and ... Read More
Morris Chen, head of DoubleLine’s Commercial Mortgage-Backed Securities (CMBS) and Commercial Real Estate Debt (CRE) team, on April 18, 2023, discusses the merits of his asset class with hosts Jeffrey Sherman and Samuel Lau. He describes CMBS-CRE both as a ... Read More
Ken Shinoda, who chairs DoubleLine’s Structured Products Committee and leads the firm’s non-Agency mortgage securities team, discusses his asset class and housing market outlook with Jeffrey Sherman and Samuel Lau on April 10.
Mr. Shinoda discusses his path in asset management, ... Read More
Jen Wing, Head of Asset Management at GeoWealth, a proprietary technology and turnkey asset management platform (TAMP) to registered investment advisors (RIAs), appears March 28, 2023, with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Sherman asks Ms. Wing (0:59) to ... Read More
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Fairlead Strategies Founder and Managing Partner Katie Stockton, the first technical analysis specialist to visit The Sherman Show. Ms. Stockton kicks off the show by recounting what ... Read More
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Ted Seides, founder of Capital Allocators, a podcast ecosystem that includes gatherings, and advisory to managers and allocators. The episode kicks off with Mr. Seides recounting how ... Read More
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome back Nancy Davis, Founder, Managing Partner and Chief Investment Officer of Quadratic Capital Management, to The Sherman Show. Messrs. Sherman and Lau, and Ms. Davis kick things ... Read More
DoubleLine Portfolio Manager Jeff Mayberry returns as a guest to share his market and macro outlooks for 2023 with DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau. Noting Mr. Mayberry gave his outlooks a year ago ... Read More
Charles Payne, financial author, Fox Business Network anchor and principal of independent research firm Wall Street Strategies, discusses with hosts Jeffrey Sherman and Samuel Lau his career, the power of financial literacy to change people’s lives, his approach to investing, ... Read More
The Sherman Show host Jeffrey Sherman, deputy CIO of DoubleLine, closes out his end-of-the-year guest tour on The Investors First Podcast, produced by CFA Society Orlando. Investors First hosts Colby Donovan and Steve Curley get Mr. Sherman’s take on ... Read More
The Sherman Show host Jeffrey Sherman, deputy CIO of DoubleLine, again plays the role of guest with a visit to FEG Insight Bridge and host Greg Dowling, head of research and CIO at FEG, an institutional investment consultant and OCIO ... Read More
The Sherman Show flips the script as DoubleLine Deputy CIO Jeffrey Sherman visits The Acid Capitalist podcast, where Hugh Hendry promotes iconoclastic thinking and interviews figures from the world of investment. The episode begins with Mr. Sherman discussing his career ... Read More
Ashok Varadhan, Global Co-Head of the Global Markets Division, Goldman Sachs appears Oct. 17, 2022, on The Sherman Show with hosts Jeffrey Sherman and Samuel Lau. After discussing his career in markets (2:48), which began with the last protracted Federal ... Read More
Philip Huber, Chief Investment Officer of the registered investment advisory firm Savant Wealth Management, discusses asset allocation and alternative investments on Sept. 13, 2022, with hosts Jeffrey Sherman and Samuel Lau. Mr. Huber is the author of “The Allocator’s Edge: ... Read More
Barry Ritholtz, Chairman and Chief Investment Officer of Ritholtz Wealth Management, appears on The Sherman Show with hosts Jeffrey Sherman and Samuel Lau, live Sept. 13, 2022, at the Future Proof Wealth Festival in Huntington Beach. Among other issues, Mr. ... Read More
Jeffrey Sherman and Sam Lau welcome Brenda Vingiello, chief investment officer at Silicon Valley-based wealth management firm Sand Hill Global Advisors, to the latest episode of The Sherman Show, recorded Sept. 13, 2022, during the Future Proof Wealth Festival in ... Read More
Jeffrey Sherman and Sam Lau welcome Allen Sukholitsky, chief investment officer at art investment platform Masterworks, to DoubleLine’s The Sherman Show to discuss art as an asset class. Mr. Sukholitsky kicks off the discussion recounting how his background in researching ... Read More
Todd Rosenbluth, head of research at VettaFi, an ETF data and analytics company, joins The Sherman Show on Aug. 11, 2022. The talk with hosts Jeffrey Sherman and Samuel Lau begins (1:13) with Mr. Rosenbluth discussing his career that progressively ... Read More
David Wong, Managing Director and head of the Portfolio Solutions Group at Toronto- and Montreal-based CIBC Asset Management, appears Aug. 2, 2022, as a guest with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Among other topics, Mr. Wong discusses ... Read More
Lyn Alden, founder of investment research firm Lyn Alden Investment Strategy, appears as a guest on The Sherman Show, recorded July 19, 2022, with Jeffrey Sherman and Samuel Lau. The hosts and Ms. Alden begin (0:51) with her career, which ... Read More
Michael Green, portfolio manager and chief strategist of Simplify Asset Management, joins DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode of The Sherman Show, recorded July 5, 2022. A student of market structure for more than 30 years, ... Read More
Ugo Egbunike, a fixed income specialist at Jane Street, joins DoubleLine’s Jeffrey Sherman and Samuel Lau on The Sherman Show during the InsideETFs conference in Hollywood, Florida. Mr. Egbunike kicks the episode off by recounting his time as a Bowdoin ... Read More
Michael Imerman, financial data scientist and associate professor of finance at Claremont Graduate University, appears May 9, 2022, on The Sherman Show as he winds down a sabbatical as a visiting scholar to the Federal Reserve Bank of San Francisco. ... Read More
Macroeconomist Zoltan Pozsar, a Managing Director in the Investment Strategy and Research department at Credit Suisse, discusses with hosts Jeffrey Sherman and Samuel Lau, among other topics, the possibilities of “ugly versus beautiful” quantitative tightening by the Federal Reserve (13:18); ... Read More
Dave LaValle, Managing Director and Global Head of ETFs at Grayscale Investments, the largest crypto asset manager in the world, discusses the fast-evolving space of digital assets with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Mr. LaValle first ... Read More
Robert Cohen, Director of DoubleLine’s Global Developed Credit team, comes on The Sherman Show to share his views across corporate credit: the investment-grade and high-yield bonds and leveraged loans. As he tells hosts Jeffrey Sherman and Samuel Lau (1:50), ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Dr. Robert Funk, a political analyst at GlobalSource Partners, an assistant professor of political science at the University of Chile, and a political risk consultant and partner at Andes Risk Group. Dr. ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Ellen Carr, principal and high yield portfolio manager at majority-women-owned Barksdale Investment Management and adjunct professor of finance at Columbia Business School, to discuss her book on the lack of women in investment ... Read More
The world today is challenging many of the foundations of a status quo that have stood since the end of World War II in 1945 and the fall of the Soviet Union at the end of 1991. DoubleLine Deputy Chief ... Read More
Alexander Altmann, Managing Director – Americas Head of Equity Trading Strategy, at Citi, joins The Sherman Show to discuss among other subjects his sanguine take on Federal Reserve plans to raise rates but his cautionary view on the risks surrounding ... Read More
After a review of January market returns, co-hosts Jeffrey Sherman and Samuel Lau are joined by fellow DoubleLine portfolio manager Jeff Mayberry to discuss their outlooks for securities and ideas on asset allocation for 2022. Mr. Mayberry foresees a relatively ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Jared Dillian, editor of The Daily Dirtnap market newsletter, investment strategist at Mauldin Economics, podcaster (Be Smart) and DJ (DJ Stochastic), for Mr. Dillian’s take on today’s markets and his thoughts on ... Read More
Dr. Ed Yardeni, economist and President of Yardeni Research, discusses his new book “In Praise of Profits,” the pivot by Jerome Powell from healing unemployment to fighting inflation, his near-term outlooks on economic growth and inflation (28:52), his bullish case ... Read More
Sarah Kunst, Managing Director at Cleo Capital, an early-stage venture capital fund, joins the Sherman Show to discuss among other topics her career, her approach to researching prospective start-up companies for investment, the tech-driven compression of business life cycles ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Bitwise Chief Investment Officer Matt Hougan for a deep dive into crypto investing. Messrs. Sherman, Lau and Hougan discuss why indexing is good in the crypto world (6:28), why crypto deserves a ... Read More
Steven Rocco, Co-Head of Taxable Fixed Income at Lord Abbett and Lead Portfolio Manager for the firm’s High Yield and Multi Sector fixed income strategies, discusses his positioning for a base case: in the absence of another show-stopping COVID-19 variant ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Cryptocurrency AML Strategies founder Yaya J. Fanusie, an adjunct senior fellow at the Center for a New American Security who early in his career gave up the high-stress job of high school math ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome David J. Kostin, chief U.S. equity strategist at Goldman Sachs, to talk about the dramatic comeback of profit margins (2:34), the impact of duration on investing (5:08), the demand and supply for equities ... Read More
Bob Froehlich, owner of the Kane County (Illinois) Cougars minor league ball club and a veteran observer of macro and markets, discusses with co-hosts Jeffrey Sherman and Samuel Lau, among other ideas, his favorable 12-to-18-month outlook for global growth ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Emidio Checcone, the firm’s portfolio manager of actively managed equity value and core strategies. Mr. Checcone shares how his history in the business, including experience at both growth- and value-focused shops, informs his ... Read More
Elizabeth Burton, Chief Investment Officer of the Hawaii Employees Retirement System (HIERS), discusses her management of the pension’s $21 billion in assets with DoubleLine’s Jeffrey Sherman, Deputy Chief Investment Officer, and Samuel Lau, Portfolio Manager. Among other issues, Ms. Burton ... Read More
Gregory M. Dowling, Chief Investment Officer and Head of Research at FEG Investment Advisors, joins The Sherman Show. FEG is an independent investment consultant and provider of outsourced chief investment officer (OCIO) services to primarily nonprofit institutional clients throughout the ... Read More
Entrepreneur, author, philanthropist and world-famous life and business strategist Tony Robbins joins DoubleLine’s Jeffrey Sherman and Samuel Lau for a special edition of “The Sherman Show.” He is perhaps best known for his efforts to empower millions of people through ... Read More
DoubleLine’s Jeffrey Sherman and Samuel Lau welcome highly rated and much awarded analyst Jim Reid, Deutsche Bank Global Head of Credit Strategy and Thematic Research, to “The Sherman Show,” recorded June 15, 2021. The inflation debate quickly takes center stage, ... Read More
Lori Heinel, global chief investment officer at State Street Global Advisors, joins this episode of “The Sherman Show” in a wide-ranging discussion of State Street’s tactical investment allocations, the evolution of institutional and retail investing, the place of commodities ... Read More
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
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
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
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
“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
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
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and co-host Samuel Lau with Portfolio Manager Jeff Mayberry conduct a brief recap of markets in 2020, then they turn to market expectations for 2021, and market pricings as well as possible mis-pricings. ... Read More
DoubleLine Capital’s Jeffrey Sherman and Sam Lau welcome Dr. Ben Hunt, co-founder and chief investment officer of Second Foundation Partners, and creator of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. ... Read More
DoubleLine Capital’s Jeffrey Sherman and Samuel Lau welcome Charles Schwab Senior Vice President and Chief Investment Strategist Liz Ann Sonders to “The Sherman Show,” recorded on Dec. 10, 2020. Messrs. Sherman and Lau speak to Ms. Sonders about market momentum ... Read More
James Grant, founder of Grant’s Interest Rate Observer and author of the biography “Bagehot,” the life of times of the muse of modern central banking (published in 2019), returns to “The Sherman Show” to discuss, among other topics, paradoxical market ... Read More
Famed economist Ed Yardeni joins this episode of “The Sherman Show,” where he discusses, among other topics, the importance of monetary policy for stock and bond returns, the risks of the traditional 60-40 stock-bond allocation given the outlook for near-zero ... Read More
DoubleLine Capital’s Jeffrey Sherman and Samuel Lau welcome back SkyBridge Founder and Co-Managing Partner Anthony Scaramucci and his trademark color and candor to “The Sherman Show,” recorded on Oct. 27, 2020. With one week to go before the Nov. ... Read More
Ivy Zelman, CEO and co-founder of Zelman & Associates, speaks with “The Sherman Show” hosts Jeffrey Sherman and Samuel Lau on the state of the multifamily and single-family housing markets and her outlooks for these asset classes. Founded in 2007, ... Read More
Ryan Simonetti, CEO and cofounder of Convene, joins “The Sherman Show” to discuss the future of commercial real estate, particularly in the office and hospitality sectors. Convene designs and services premium places to meet and work. Founded in 2009, Convene ... Read More
Veteran investment executive Katie Nixon joins Jeffrey Sherman and Samuel Lau on “The Sherman Show” to discuss the ways in which her client-facing background as a portfolio manager informs her work as a chief investment officer, how meeting a client’s ... Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Daniel Crosby, a psychologist and behavioral finance expert, to “The Sherman Show” to discuss what roles education and experience play in investment decisions and how automation can counter an investor’s worst impulses. Mr. ... Read More
In a tour d’horizon of markets, macro and monetary mavens, returning guest Danielle DiMartino Booth joins DoubleLine’s Jeffrey Sherman and Samuel Lau to survey the landscape post-COVID-19. This episode was recorded July 10, 2020. Ms. DiMartino Booth is CEO and ... Read More
Bob Brinker, founder and publisher of the Marketimer Investment Letter, comes on The Sherman Show to discuss “Quantitative Easing Infinity” under Federal Reserve Chairman Jerome Powell, the consequences of a Biden versus Trump election victory for the federal deficit, “free ... Read More
Ed Hyman, Chairman of Evercore ISI and head of the firm’s Economic Research Team, shares with DoubleLine’s Jeffrey Sherman and Samuel Lau the macroeconomic insights he believes are most relevant to investors at this time. This episode of The Sherman ... Read More
Mark Zandi joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss, among other topics, if June’s recovery means an end to the recession, what shape the next federal fiscal package might take, the fallout from layoffs possibly spreading into higher-wage ... Read More
Sean Trende joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss, among other topics, the use of aggregate polling to forecast election results, the challenges in creating accurate sample sizes in the era of the cellphone and internet, how personal ... Read More
David Rosenberg joins DoubleLine’s Jeffrey Sherman and Samuel Lau to share, among other topics, his view on the (dim) prospects for a sustained V-shaped recovery; his choice of indicators for how the economy is progressing; the 10-year divorce between the ... Read More
Sherman Show hosts Jeffrey Sherman and Sam Lau are joined by returning guest Jeff Mayberry as they try to assess how macroeconomic fundamentals stack up versus U.S. market prices. Among other issues in this June 3, 2020, discussion, Messrs. Sherman, ... Read More
The Sherman Show hosts Jeffrey Sherman and Samuel Lau are joined by Bart van Ark and Erik Lundh, economists at The Conference Board, a leading non-profit think tank and economic forecaster. Dr. van Ark is Chief Economist and Executive Vice ... Read More
Gregory Whiteley Tours the Treasury Market
Gregory Whiteley, head of DoubleLine’s U.S. government debt team, delves into the strange new world of Treasury securities, a market today priced by quasi-permanent manipulation by the Federal Reserve rather than markets. Among other topics, ... Read More
After Samuel Lau and Jeffrey Sherman march through their mid-week macro-market-monetary menagerie, DoubleLine CLO analyst Joe Mezyk returns to the Sherman Show to discuss the state of the $750 billion market of collateralized loan obligations. In the wake of ... Read More
Bill Campbell on Global Bond Markets over the Near and Medium Term
In this episode of the Sherman Show, recorded the morning of May 6, 2020, Sam Lau does the weekly macro and market update; then DoubleLine’s Bill Campbell ... Read More
Ken Shinoda Joins This Week’s Market Round-Up with His Review of the Housing and Mortgage Sectors
DoubleLine Portfolio Manager Ken Shinoda, appears as a guest on this episode of The Sherman Show to explain the state of the housing market and ... Read More
For these extraordinary times, The Sherman Show has been producing weekly reviews of the financial markets, macroeconomic data, fiscal actions by the U.S. government and monetary actions by the Federal Reserve. In this episode, recorded the morning of April 22, ... Read More
Andrew Hsu, a DoubleLine Portfolio Manager who trades and constructs portfolios from nearly all major sectors of the securitized asset universe, explains on The Sherman Show the basics of this market and its revisions in the wake of the present ... Read More
In a discussion recorded the morning of April 8, 2020, Sherman Show co-hosts Jeffrey Sherman and Samuel along with returning guest Jeff Mayberry conduct a tour d’horizon of stocks, gold and bond markets and a review of the macroeconomic and ... Read More
Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and Samuel Lau are stepping up the frequency of episodes of The Sherman Show to address the extraordinary changes in our post-COVID 19 world. In this episode, the co-hosts are joined ... Read More
Terry Savage, personal finance professional, nationally syndicated columnist and author of best-selling books, including The Savage Truth on Money, joins DoubleLine’s Jeffrey Sherman and Sam Lau on the Sherman Show. In this episode, recorded January 23, 2020, the Sherman Show ... Read More
Rob Stein, Founder of Astor Investment Management, Discusses Macro and Markets on the Sherman Show
Rob Stein, founder and CEO of Astor Investment Management, joins Sherman Show hosts Jeffrey Sherman and Samuel Lau in an interview recorded January 22, 2020 in ... Read More
The Sherman Show Interviews James Bianco in Chicago
Jim Bianco, a favorite guest of the Sherman Show, returns for another discussion with DoubleLine’s Jeffrey Sherman and Sam Lau. Among other topics, Mr. Bianco, president of Chicago-based Bianco Research, shares his insights ... Read More
David Rosenberg, widely regarded for his decades of original and insightful research on macroeconomic cycles and financial markets, joins DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode of the Sherman Show. Mr. Rosenberg is founder, chief economist and strategist ... Read More
Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and portfolio managers Samuel Lau and Jeffrey Mayberry review the markets in 2019 and share their outlooks for 2020 on The Sherman Show. Among their ideas, Mr. Mayberry suggests U.S. stocks ... Read More
Stephanie Lang, CFA, Principal and Chief Investment Officer at Homrich Berg Wealth Management, joins as guest on the Sherman Show. She discusses her firm’s use of fund of funds, the search for private assets offering a premium over public markets, ... Read More
Michael Ryan, Chief investment Officer, Americas, at UBS Wealth Management, joins DoubleLine’s Jeffrey Sherman and Samuel Lau on the Sherman Show. Among the topics Mr. Ryan discusses are the three critical functions of his role as CIO (helping to shape ... Read More
Wayne Wicker, Senior Vice President and Chief Investment Officer for Vantagepoint Investment Advisors and ICMA-RC, is a guest on the Sherman Show. This is a new set of podcasts devoted to chief investment officers. The idea is to delve into ... Read More
Dr. Robert Shiller, Sterling Professor of Economics, Yale University, returns to the Sherman Show to discuss his latest research in behavioral finance and his new book, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events”. The podcast, hosted ... Read More
Chris Hyzy, CIO of Merrill and Bank of America Private Bank, joins Jeffrey Sherman and Sam Lau on the Sherman Show. Mr. Hyzy discusses private banking, his team’s investment process, their approach to goals-based asset allocation, the management of risk, ... Read More
Raoul Pal, founder of Real Vision after retiring at age 36 from running one of the world’s largest hedge funds, joins DoubleLine’s Jeffrey Sherman and Sam Lau on The Sherman Show. Mr. Pal discusses his career as a hedge fund ... Read More
CLO analyst Joe Mezyk joins The Sherman Show to explain the $750 billion collateralized loan obligation market with DoubleLine’s Jeffrey Sherman and Samuel Lau. Their discussion starts by explaining floating-rate bank loans which form the collateral of CLOs and how ... Read More
DoubleLine Capital portfolio manager Brendt Stallings joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Samuel Lau for a broad discussion of the U.S. equity market on The Sherman Show. Much of their discussion centers on the prospects ... Read More
Gad Levanon, Ph.D., The Conference Board’s chief economist for North America, joins DoubleLine’s Jeffrey Sherman and Sam Lau to discuss his work in forecasting the U.S. economy and his new research on labor markets. In 2014, Dr. Levanon issued a ... Read More
Anthony Scaramucci brings his trademark color and candor to The Sherman Show in a conversation recorded with DoubleLine Capital’s Jeffrey Sherman and Samuel Lau May 9, 2019 during Mr. Scaramucci’s SALT conference in Las Vegas. Scaramucci shares his views of ... Read More
Andrew Hsu Conducts a Tour d’Horizon of the Structured Products Universe
Andrew Hsu, a founding partner of DoubleLine Capital and head of the firm’s Global Infrastructure and Asset-Backed Securities teams, takes listeners on a survey of structured products, from one of ... Read More
In a conversation recorded July 2, 2019 for The Sherman Show, DoubleLine CEO Jeffrey Gundlach, Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Samuel Lau, among other topics, cover the roller-coaster ride in the equity markets, rising odds of ... Read More
In a discussion on July 1, 2019, Jeffrey Sherman, deputy chief investment officer of DoubleLine, and portfolio managers Jeff Mayberry and Sam Lau conduct their mid-year review of the financial markets, including the return of “central bankers back in charge,” ... Read More
Nancy Davis, founder, managing partner and chief investment officer of Quadratic Capital Management, discussed May 9, 2019 on The Sherman Show her philosophy toward options trading, Quadratic’s plan to democratize the markets by giving investors more choices better access to ... Read More
Last year on The Sherman Show, Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, discussed her optimism in Jerome Powell’s leadership at the Federal Reserve. In her return recorded May 7, the author of the best-selling book ... Read More
In this episode of The Sherman Show, David Zervos, Ph.D., Chief Market Strategist for Jefferies LLC and Chief Investment Officer for the Global Macro Division of Jefferies Investment Advisers, LLC, describes how his academic path mutated to macroeconomics from electrical ... Read More
A broad macroeconomic thinker and keen Fed watcher, Jim Bianco returns as a guest on the Sherman Show. In this episode, recorded April 16, 2019, the president of Chicago-based Bianco Research shares with DoubleLine’s Jeffrey Sherman and Sam Lau his ... Read More
Ron Redell, president of DoubleLine Group, discusses his career in asset management, the creation from scratch of DoubleLine’s operational infrastructure, the challenges of navigating the changes in asset management and the DoubleLine culture in a Sherman Show podcast recorded March ... Read More
Francisco Blanch, head of Global Commodities and Derivatives at Bank of America Merrill Lynch, joins DoubleLine’s Jeffrey Sherman and Sam Lau to discuss his pioneering work in the creation of enhanced commodities indices and the complex web of supply, demand, ... Read More
Jeffrey Sherman, deputy chief investment officer of DoubleLine, and portfolio manager Samuel Lau welcome to The Sherman Show podcast Torsten Slok, chief international economist at Deutsche Bank Securities, Inc. Among their topics are the mirage of Modern Monetary Theory (a ... Read More
In his return to The Sherman Show, Peter Cecchini, global chief market strategist at Cantor Fitzgerald, discusses the unfolding intersection of the end of the secular decline in interest rates and the next recession. Mr. Cecchini, DoubleLine Deputy Chief Investment ... Read More
On his way to the World Economic Forum in Davos, Dr. Robert Shiller, Sterling Professor of Economics, Yale University and CAPE Index co-creator, sat down in Zurich, Switzerland, as guest on The Sherman Show with DoubleLine’s Jeffrey Sherman and Sam ... Read More
Bill Hughes, a managing director at Colony Capital, discusses real estate investment trusts (REITs) as a source of attractive returns and diversification in the latest edition of The Sherman Show™ podcast hosted by Jeffrey Sherman and Samuel Lau. However, ... Read More
Political brinksmanship as a source of a deceleration in consumer & business sentiment, market complacency over the Fed’s commitment to tightening and likelihood of higher rates come up in a tour d’horizon by DoubleLine’s Jeffrey Sherman, Jeff Mayberry and Sam ... Read More
DoubleLine portfolio manager Brendt Stallings joins Jeffrey Sherman and Sam Lau on The Sherman Show to discuss the change of the S&P 500’s former Telecommunication Services sector into the new Communication Services sector. This represents the biggest change to the ... Read More
Drawing on his decades in the financial markets, Joseph Galligan, a founding partner of DoubleLine, shares lessons on crowd behavior, market bubbles and panics, and how to risk-manage and survive them, with DoubleLine Deputy CIO Jeffrey Sherman and portfolio manager ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Portfolio Manager welcome to the studio Josh Emanuel, CIO of Wilshire Funds to chat about diversification, risk and managing expectations within the wealth management business.
Guest ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Portfolio Manager talk with Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, LLC about Wall Street, The Fed and writing her book.
Guest ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Portfolio Manager discuss market “truisms” with DoubleLine’s CEO, Jeffrey Gundlach
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Portfolio Manager talk commodities, the Fed and fiscal tenability with Peter Schiff, founder and chairman of SchiffGold
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, from DoubleLine’s Asset Allocation team welcome Noreen Beaman, CEO of Brinker Capital, to discuss Brinker Capital as a solutions based provider, empowering the financial advisor and the evolution of advisory business.
Jeffrey Sherman, DoubleLine’s Deputy CIO, Sam Lau, DoubleLine Asset Allocation Analyst & Jeff Mayberry, DoubleLine Asset Allocation Analyst talk about where the markets are headed in the premier episode to begin season 4.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Asset Allocation, talk financial reporting with the host of CNBC’s Fast Money Halftime Report, Scott Wapner.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Asset Allocation, sit down to discuss the Financial side of Journalism, the recent history of the Fed and the current state of the economy with Jim Grant, the Founder of “Grant’s ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Asset Allocation, sit down to discuss the recent market volatility and fed policy with Pete Cecchini, the Global Chief Market Strategist at Cantor Fitzgerald.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Asset Allocation, welcome DoubleLine PM Morris Chen to discuss commercial mortgages & commercial real estate.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Macro Asset Allocation, welcome Mark Christiansen and Su-Fei Koo from DoubleLine’s International Fixed Income team to discuss Emerging Markets.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Macro Asset Allocation, host Jim Bianco of Bianco Research to discuss current market conditions, inflation, bond markets and independent research.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Macro Asset Allocation, strike up a conversation with Bill Harding , Senior VP & CIO at Jackson National Asset Mgmt, to talk about variable annuities and the insurance space.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine Macro Asset Allocation, talk to Ryan Kimmel, DoubleLine Multi-Asset Growth Analyst about the markets, macro-asset strategies, trading and surfing.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, talk about where the markets are headed in the premier episode to kick off 2018.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, sit down & chat Emerging Markets with Luz Padilla, DoubleLine’s Director of Emerging Markets Fixed Income
Guest Speaker Bio
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, talk behavioral alpha, opportunistic investing and the investment process within the Closed End Fund space with Patrick Galley, CIO of RiverNorth.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, have a colorful conversation with Jim Ross, Executive Vice President of State Street Global Advisors (SSGA) and Chairman of the Global SPDR Business. He also serves as Chairman ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, discuss Fixed Income Allocation in the mortgage sector with Joe Galligan, Executive Vice President and founding member of DoubleLine.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, visit with Meb Faber co-founder and Chief Investment Officer of Cambria Investment Management. He manages Cambria’s ETFs, separate accounts and private investment funds. He has authored numerous white ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, host a candid conversation with Ken Shinoda, Portfolio Manager, discussing mortgages, the mortgage crisis and where we are today in the sector.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, host a candid conversation with Jeff Mayberry, member of the management team and trading for derivatives based and multi-asset strategies at DoubleLine, discussing commodities, Europe, the economy, and ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, host a candid conversation with Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg view columnist and host of Bloomberg’s “Masters in Business” podcasts. Discussing everything from how Barry ... Read More
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, host a candid conversation with Josh Brown, CEO of Ritholtz Wealth Management. Author of the financial blog “The Reformed Broker” and regular contributor on CNBC. They discuss everything ... Read More
Jeffrey Sherman, Deputy CIO and Sam Lau, DoubleLine’s Asset Allocation Analyst host an interesting interview with Jeffrey Gundlach, DoubleLine’s CEO, who turns the tables on the fearsome duo.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, discuss “DoubleLine’s Credit, team, Floating Rate and Loans” with Robert Cohen, Director of DoubleLine’s Global Developed Credit team.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, discuss “U.S. Credit” with Monica Erickson, DoubleLine’s Global Developed Credit portfolio manager.
Jeffrey Sherman, DoubleLine’s Deputy CIO & Sam Lau, DoubleLine’s Asset Allocation Analyst, talk “Global Investment Strategies” with Bill Campbell, DoubleLine’s Global Bond portfolio manager.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine’s Asset Allocation Analyst, talk “Rising Rates, Markets and Fixed Income” with Jeff Mayberry, a member of DoubleLine’s Asset Allocation portfolio management team.
Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine’s Asset Allocation Analyst, talk “Infrastructure” strategy & investing with Damien Contes and Andrew Hsu, DoubleLine’s Global Infrastructure Investment Portfolio Managers.
Jeffrey Sherman, Doubleline’s Deputy CIO and Sam Lau, Doubleline’s Asset Allocation Analyst, host Dr. Robert Shiller, Sterling Professor of Economics, Yale University.