DoubleLine’s Jeffrey Sherman and Samuel Lau welcome highly rated and much awarded analyst Jim Reid, Deutsche Bank Global Head of Credit Strategy and Thematic Research, to “The Sherman Show,” recorded June 15, 2021. The inflation debate quickly takes center stage, … Read More
Jim Reid
Managing Director
Global Head of Fundamental
Credit Strategy & Thematic Research
Fundamental Credit Strategy Group
Deutsche Bank
Jim is a Managing Director and Global Head of the Fundamental Credit Strategy Group. He also heads up DB’s Thematic Research Product and Corporate Bank Research. Jim … Read More
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
Lori Heinel, CFA
Executive Vice President/Global CIO
State Street Global Advisors
Lori is an executive vice president and the global chief investment officer at State Street Global Advisors. In this capacity, Lori oversees industry-leading investment capabilities from index funds and exchange traded funds … 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
Louis-Vincent Gave
Founding Partner and Chief Executive Officer
Gavekal Research
After receiving his bachelor’s degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a … 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
Alex Shahidi
Managing Partner/Co-CIO
Evoke Advisors
Alex is a Managing Partner and Co-Chief Investment Officer at Evoke-ARIS. Alex has 21 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the … 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
