Lori Heinel, global chief investment officer at State Street Global Advisors, joins this episode of “The Sherman Show” in a wide-ranging discussion of State Street’s tactical investment allocations, the evolution of institutional and retail investing, the place of commodities … Read More
Louis Gave, founding partner and CEO of @GavekalResearch, tells DoubleLine’s Jeffrey Sherman and Samuel Lau that the price shifts of three key assets is not a “dead-cat bounce” but “the start of a new trend” in markets that will require … Read More
DoubleLine’s Jeffrey Sherman and Samuel Lau welcome political risk expert Lawrence McDonald, a New York Times bestselling author and regular contributor to CNBC, to “The Sherman Show.” Mr. McDonald is the creator of a finance and politics talk show on … Read More
Alex Shahidi and Damien Bisserier discuss risk parity versus equity-centric and “crystal-ball” investing, the hazards of the 60-40 stock-bond allocation, crypto as a diversifier to gold, the reasons to hold Treasuries even at today’s low yields, the lessons of financial … Read More
DoubleLine’s Jeffrey Sherman and Samuel Lau welcome Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, to “The Sherman Show,” recorded on Feb. 22, 2021. The discussion kicks off with a reference to Mr. Bernstein’s 2001 book, “Navigate … Read More
“The Sherman Show” guest Grant Williams brings his wide experience across asset classes and the world’s financial centers to this Feb. 8, 2021, episode with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Williams is a senior advisor to Matterhorn Asset … Read More
Gerard Minack, founder of Minack Advisors, joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau to discuss his global macroeconomic outlook and asset allocations. With U.S. stocks at or near record valuations, Mr. Minack also observes … Read More
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and co-host Samuel Lau with Portfolio Manager Jeff Mayberry conduct a brief recap of markets in 2020, then they turn to market expectations for 2021, and market pricings as well as possible mis-pricings. … Read More
DoubleLine Capital’s Jeffrey Sherman and Sam Lau welcome Dr. Ben Hunt, co-founder and chief investment officer of Second Foundation Partners, and creator of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. … Read More
DoubleLine Capital’s Jeffrey Sherman and Samuel Lau welcome Charles Schwab Senior Vice President and Chief Investment Strategist Liz Ann Sonders to “The Sherman Show,” recorded on Dec. 10, 2020. Messrs. Sherman and Lau speak to Ms. Sonders about market momentum … Read More
