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Posted: Friday, April 29, 2022

After reviewing month and year-to-date market returns (1:58) and the April 25-29 week’s macro news (10:25), Jeff Mayberry and Samuel Lau turn to the broad topic of commodities (15:06), including asset class’s diversification benefits relative to stocks and bonds, the … Read More


Posted: Friday, April 22, 2022

After covering the week of April 18-22 for U.S equities, fixed income and commodities (2:06), hosts Jeff Mayberry and Samuel Lau put the 9.4% year-to-date negative return of the Bloomberg US Aggregate Bond Index into historical context (6:41). So far, … Read More


Posted: Thursday, April 14, 2022

After covering the market action and macro news for the abbreviated week of April 11-14, host Samuel Lau and guest host Eric Dhall, a trader and quantitative analyst on DoubleLine Capital’s Cross Asset team, survey (20:08) the hottest rise in … Read More


Posted: Friday, April 8, 2022

After market and macro news for the week of April 4-8 (3:21), Jeff Mayberry and Samuel Lau for their Topic of the Week compare the relative performance of active asset managers in U.S. stock and bond markets (20:01). This discussion … Read More


Posted: Friday, April 1, 2022

After reviewing market and macro news for the week of March 28-April 1, DoubleLine’s Jeff Mayberry and Samuel Lau – in the international spirit of the just-unveiled men’s World Cup draw – field a question from Charles, a listener … Read More


Posted: Friday, March 25, 2022

After reviewing market and macro news for the week of March 21-25, DoubleLine’s Jeff Mayberry and Samuel Lau answer a listener’s question on how quantitative tightening (QT) could impact the 10-year U.S. Treasury yield (19:41) as well as the TIPS … Read More


Posted: Friday, March 18, 2022

After reviewing market and macro news for the week of March 14-18, DoubleLine’s Jeff Mayberry and Samuel Lau cover the March Federal Open Market Committee Meeting (FOMC), which brought a summary of economic projections and expected hike of 25 basis … Read More


Posted: Friday, March 4, 2022

After reviewing macro news and markets for the week ended March 4, Jeff Mayberry and Samuel Lau try to bring some clarity to the chaos reigning over ETFs, indexes and other instruments with direct exposure to Russia (15:14). The war … Read More


Posted: Friday, February 25, 2022

After running down market and macro news in the face of threatening moves by Russia toward Ukraine, Jeff Mayberry and Samuel Lau look at the sanction responses by the West after Russia’s invasion as their Topic of the Week (17:55). … Read More


Posted: Friday, February 18, 2022

After reviewing the week in markets and macro news, Jeff Mayberry and Samuel Lau take up the market-moving capacity of geopolitical events for their Topic of the Week (16:14). For part of their research, they reference a Deutsche Bank report … Read More


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