Macroeconomist Zoltan Pozsar, a Managing Director in the Investment Strategy and Research department at Credit Suisse, discusses with hosts Jeffrey Sherman and Samuel Lau, among other topics, the possibilities of “ugly versus beautiful” quantitative tightening by the Federal Reserve (13:18); … Read More
Dave LaValle, Managing Director and Global Head of ETFs at Grayscale Investments, the largest crypto asset manager in the world, discusses the fast-evolving space of digital assets with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Mr. LaValle first … Read More
Robert Cohen, Director of DoubleLine’s Global Developed Credit team, comes on The Sherman Show to share his views across corporate credit: the investment-grade and high-yield bonds and leveraged loans. As he tells hosts Jeffrey Sherman and Samuel Lau (1:50), … Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Dr. Robert Funk, a political analyst at GlobalSource Partners, an assistant professor of political science at the University of Chile, and a political risk consultant and partner at Andes Risk Group. Dr. … Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Ellen Carr, principal and high yield portfolio manager at majority-women-owned Barksdale Investment Management and adjunct professor of finance at Columbia Business School, to discuss her book on the lack of women in investment … Read More
The world today is challenging many of the foundations of a status quo that have stood since the end of World War II in 1945 and the fall of the Soviet Union at the end of 1991. DoubleLine Deputy Chief … Read More
Alexander Altmann, Managing Director – Americas Head of Equity Trading Strategy, at Citi, joins The Sherman Show to discuss among other subjects his sanguine take on Federal Reserve plans to raise rates but his cautionary view on the risks surrounding … Read More
After a review of January market returns, co-hosts Jeffrey Sherman and Samuel Lau are joined by fellow DoubleLine portfolio manager Jeff Mayberry to discuss their outlooks for securities and ideas on asset allocation for 2022. Mr. Mayberry foresees a relatively … Read More
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Jared Dillian, editor of The Daily Dirtnap market newsletter, investment strategist at Mauldin Economics, podcaster (Be Smart) and DJ (DJ Stochastic), for Mr. Dillian’s take on today’s markets and his thoughts on … Read More
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
