The Sherman Show

DoubleLine

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

100 épisodes

Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)
16/05/2024
1:00:20
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
TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
25/01/2024
1:15:18
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
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TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
30/11/2023
55:23
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
TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs
26/10/2023
51:57
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
TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors
28/09/2023
46:26
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
TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing
14/09/2023
1:00:47
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
TSS Episode 144: Wading Into the AI-Stirred Stock Froth
10/08/2023
57:16
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
TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
14/07/2023
1:08:58
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
TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
22/06/2023
49:51
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
TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
08/06/2023
46:45
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

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Une entreprise de

The Sherman Show

DoubleLine

100 épisodes

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

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

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

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

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

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

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

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

TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction