December 8, 2022 | The Sherman Show

TSS Episode 129: Other Way ’Round, Bro II

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 firm serving non-profits across the U.S. This episode begins with a discussion of Mr. Sherman’s podcast, including the decision to launch the show, how it boosts the profile of DoubleLine and Sam Lau’s role as the brains of The Sherman Show. Mr. Dowling then interviews Mr. Sherman on his background in math and as an educator, the importance of teaching STEM and Mr. Sherman’s transition into the finance world (5:31). “I was reading that these people on Wall Street made money,” says Mr. Sherman, who was thinking of going into academia. “They made a lot more than a professor did, and it took a lot shorter time.” The two also discuss the fixed income sector and yield’s return after a long absence (16:09), the Fed focus on fighting inflation (20:14), Mr. Sherman’s outlook on the possibility of recession (26:35) and why the Fed should step back on rate hikes (31:23).

Messrs. Dowling and Sherman also talk the status of consumer strength (36:00); the U.S., its dollar and the rest of the world (39:27); and why today’s inflationary environment has sparked retro ’80s (not ’70s!) comparisons (47:05).

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About the Guest

About the Guest

  • Jeffrey Sherman, CFA

    Jeffrey Sherman, CFA

    As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (Twitter @ShermanShowPod, where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. In 2018, Money Management Executive named Jeffrey Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from the Claremont Graduate University. Mr. Sherman is a CFA® charterholder.