Oct 28, 2022 | Media Appearances

Samuel Lau Talks Markets and Macro on "The Weighing Machine" 10-28-22

DoubleLine Portfolio Manager Samuel Lau appears as a guest on Orion Advisor Solutions’ podcast “The Weighing Machine” with hosts Orion Chief Investment Advisor Rusty Vanneman and cohost Robyn Murray. Mr. Lau first discusses (1:13) his career and his roles at DoubleLine. Then they explore a variety of macroeconomic and market topics. Among other subjects, the conversation covers the horrific year 2022 for stocks and bonds (11:32), Mr. Lau’s outlooks for headline and core inflation (14:13), “hints of a policy slowdown” in the Federal Reserve’s rate-tightening campaign (19:10), the risks of a recession in 2023 (21:05), portfolio diversification as an approach to managing geopolitical risk (26:01), where Mr. Lau sees promising opportunities in government and credit fixed income securities (33:45), nontraditional investments such as trend-following following strategies and commodities (40:26) and U.S. stocks (44:00).

• This material contains the opinions of the manager as of the date it was recorded and such opinions are subject to change without notice.

• The material represents DoubleLine’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of DoubleLine. To receive permission from DoubleLine, please contact

• The views and forecasts expressed in any materials on this website are as of the date indicated, are subject to change without notice, may not come to pass and do not represent a recommendation or offer of any particular security, strategy, or investment. DoubleLine has no obligation to provide revised assessments in the event of changed circumstances. There can be no assurance that the strategies described will achieve their objectives and goals.

• DoubleLine® is a registered trademark of DoubleLine Capital LP.

• ©2022 DoubleLine

About the Guest

About the Guest

  • Samuel Lau

    Macro-Asset Allocation

    Samuel Lau

    Macro-Asset Allocation

    Mr. Lau joined DoubleLine in 2009. He is a Strategist on the Fixed Income Asset Allocation (FIAA) Committee and a contributing member on the Global Asset Allocation and Macro Committees. Mr. Lau is a Portfolio Manager on DoubleLine’s strategic commodity strategy while working in portfolio management and trading for derivatives-based and multi-asset strategies, including DoubleLine's Shiller Enhanced CAPE®, Shiller Enhanced International CAPE®, Real Estate and Income, and Multi-Asset Trend strategies. He also co-hosts the Sherman Show (Twitter @ShermanShowPod, and Monday Morning Minutes (Twitter @DLineMinutes, podcasts. Prior to DoubleLine, Mr. Lau was a Vice President at TCW where he worked under Jeffrey Gundlach as a Research Analyst in the Mortgage Group. He holds a B.S. from the University of Wisconsin, Madison and an MBA from the Marshall School of Business at the University of Southern California.