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
