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Monday Morning Minutes podcast

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Monday Morning Minutes

Sam Lau and Jeff Mayberry, both DoubleLine Fixed Income Asset Allocation Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.

DoubleLine Podcast Bios

September 2021

Posted: Friday, September 17, 2021

After reviewing market and macro news for the week of Sept. 13-17, co-hosts Jeff Mayberry and Samuel Lau take up the Question of Week to explain the phenomenon of stagflation, the dilemma of high inflation amid a weak economy that … Read More

Posted: Sunday, September 12, 2021

After reviewing a red week for stocks, gold (almost -2%) and Bitcoin (almost -9%) and a flat week for bonds and commodities, Jeff Mayberry and Samuel Lau size up the impact on housing evictions and rents, as well as … Read More

Posted: Friday, September 3, 2021

After reviewing macro and markets for the week, Jeff Mayberry and Samuel Lau turn to MMM’s Question of the Week and delve into the workings of U.S. Treasury securities auctions (17:28). These connect the U.S. government with buyers of … Read More

August 2021

Posted: Friday, August 27, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau try to pin down when this brutal summer will actually end – they go with Sept. 22 – before jumping into their coverage of the Aug. 23-27 market week. Jeff and Sam note that … Read More

Posted: Friday, August 20, 2021

After reviewing macro and markets for the week, Jeff Mayberry and Samuel Lau take a close look at the Conference Board’s Leading Economic Index (LEI), a composite of 10 indicators used to anticipate turns in the economic cycle (13:07). … Read More

Posted: Friday, August 13, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau kick off their review of the Aug. 9-13 market week with some sly commodity futures humor before running through the indexes and expressing their strong aversion to surveys. Materials and financials led the S&P … Read More

Posted: Saturday, August 7, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the Aug. 2-6 market activity, spotlight higher equities led by financials with consumer staples the one sector ending the market week in the red (5:25). Higher interest rates, with the … Read More

July 2021

Posted: Friday, July 30, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau shrug off Jeff’s summer vacation sniffles to cover the July 26-30 market week, the last week in July (thanks, Myla!). The S&P 500 finished up for the month despite a lagging energy sector, which … Read More

Posted: Sunday, July 25, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau note the S&P’s rebound across the July 19-23 week after a very red Monday. Jeff points out the Rip Van Winkle dynamic of daily volatility balancing out Monday through Friday, resulting in little change … Read More

Posted: Friday, July 16, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the July 12-16 market activity observe that the S&P 500 finished down 1% for the week, with most of that decline arriving Friday. Small caps got crushed relative to everything. … Read More

Posted: Friday, July 9, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau in their review of the July 5-9 market activity take note of parallel performance by the stock market’s bond proxies, real estate and utilities stocks, with U.S. Treasuries, including the yield on Long Bond … Read More

June 2021

Posted: Friday, July 2, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau take note of the strong showing in the second quarter for commodities and U.S. equities, with growth stocks massively outperforming their value counterparts. On the macro front, taking note of nonfarm payrolls and the … Read More

Posted: Friday, June 25, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau cap off the first week of summer – and the last full week of the first half of the year – reviewing a week-over-week reversal for June 21 through 25 as most of the … Read More

Posted: Friday, June 18, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau welcome the first day of summer (June 21) to the Northern Hemisphere with a look back at a mostly red June 14-18 market week. What began as a quiet week was derailed by market … Read More

Posted: Friday, June 11, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau get ready for Flag Day (June 14) with a rundown of the June 7-11 market week in which a strong CPI print was delivered, and the S&P 500 continued to climb. A dip in … Read More

Posted: Friday, June 4, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau ignore L.A.’s June gloom to review the short, positive market week of June 1-4 that was busy on the macro front and might have set a record for the mention of records. Sam’s take … Read More

May 2021

Posted: Friday, May 28, 2021

After a review of month- and year-to-date bond, stock and commodity returns through May 28, Jeff Mayberry and Samuel Lau turn to the question of the week: how they form their outlooks for future bond and stock returns over the … Read More

Posted: Friday, May 21, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau re-emerge from their cocoons to open the spigots on taper talk, discussing the Federal Open Market Committee’s recent meeting minutes and the use of the euphemism “adjusting the pace of asset purchases.” They also … Read More

Posted: Friday, May 14, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau spend the last Friday before Tax Day (Lau: “Pay your fair share”) discussing ways to approach equity risk premia dynamics, which are used to value the equity market, for the question of the week … Read More

Posted: Friday, May 7, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau parse the week’s macro and market activity, including the price of copper marking an all-time high, value stocks tacking on another week of outperformance versus growth and Friday’s spike in 10-year Treasury volatility on … Read More

April 2021

Posted: Friday, April 30, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau cover in the question of the week how shelter is tracked as a service for homeowners via the use of the owner’s equivalent rent (OER) component of the Consumer Price Index (CPI) and the … Read More

Posted: Friday, April 23, 2021

In this installment of Monday Morning Minutes, DoubleLine portfolio managers Jeff Mayberry and Samuel Lau discuss the April 19-23 market week, including quiet U.S. bond and stock markets and strong price moves in commodities, led by corn and Kansas wheat. … Read More

Posted: Friday, April 16, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau share some straight talk on reading the real and nominal yield curves in the question of the week (starts at 14:26), and look at what market signs might foretell the Federal Reserve hiking interest … Read More

Posted: Friday, April 9, 2021

This Minutes episode offers a library list about liars, operators, turtles and gods. After recapping the quiet April 5-9 week in the commodity, equities and fixed income markets, Jeff Mayberry and Sam Lau, answering the question of the week (starts … Read More

March 2021

Posted: Monday, April 5, 2021

Monday Morning Minutes: Market Recap for the week ending April 1, 2021

U-3? U-6? How do the unemployment and job numbers work? DoubleLine’s Jeff Mayberry and Samuel Lau discuss how to make sense of the labor force data during the pandemic … Read More

Posted: Monday, March 29, 2021

Monday Morning Minutes: Market Recap for the week ending March 26, 2021

What are the implications for banks and money markets with the Fed’s elimination of the exemption to the supplementary leverage ratio (SLR)?

Posted: Monday, March 22, 2021

Monday Morning Minutes: Market Recap for the week ending March 19, 2021

What is LIBOR and why is it important?

Posted: Monday, March 15, 2021

Monday Morning Minutes: Market Recap for the week ending March 12, 2021

What are markets and metrics are telling us about inflation?

Posted: Monday, March 8, 2021

Monday Morning Minutes: Market Recap for the week ending March 5, 2021

What is a Commodity Super Cycle, and are we in one?

February 2021

Posted: Sunday, February 28, 2021

Monday Morning Minutes: Market Recap for the week ending February 26, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau review the week of Feb. 22-26 with their screens awash in red, with the S&P 500 down for the week and the Russell … Read More

Posted: Monday, February 22, 2021

Monday Morning Minutes: Market Recap for the week ending February 19, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau kick off their review of the week of Feb. 15-19 with a look back a year ago at the S&P 500 high of … Read More

Posted: Monday, February 15, 2021

Monday Morning Minutes: Market Recap for the week ending February 12, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau review the week of Feb. 8-12, highlighting the link between Silver Thursday and Super Bowl Sunday (think Lamar Hunt), betting on Las Vegas … Read More

Posted: Monday, February 8, 2021

Monday Morning Minutes: Market Recap for the week ending February 5, 2021

DoubleLine’s Jeff Mayberry and Samuel Lau kick off the inaugural episode of their new podcast on which they will cover surrounding market and macro moves as well as interesting … Read More

The views and opinions expressed herein are as of the date recorded and should not be construed as an offer to buy or sell any securities. Such views/opinions may differ from those of DoubleLine Capital or other of its affiliates and are subject to change without notice. DoubleLine has no obligation to provide any updates or changes. The following audio presentations represent DoubleLine’s intellectual property. No portion of these presentations may be published, reproduced, transmitted or rebroadcast in any media in any form without the express written permission of DoubleLine. DoubleLine has no obligation to provide any updates or changes. To receive permission from DoubleLine please contact [email protected].

Neither DoubleLine nor any of its affiliates makes any representation or warranty as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

DoubleLine is not providing any financial, economic, legal, accounting or tax advice in these podcasts. The receipt of these podcasts by any listener is not to be taken as constituting the giving of investment advice by any DoubleLine entity or individual to that listener, nor to constitute such person a client of any DoubleLine entity. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

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