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The Sherman Show episodes
- TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell PivotJim Bianco, President of market and macroeconomic research firm Bianco Research, appears Jan. 11, 2024, with hosts Jeffrey Sherman and Samuel Lau to discuss among other issues his outlook for a “no landing” U.S. economy in 2024, sticky inflation of ... Read More1 hr 16 min
- TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-GlobalizationAndy Constan, founder, CEO and Chief Investment Officer of Damped Spring, joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss his approach to macroeconomics-driven investing. They also discuss, among other timely topics, Mr. Constan’s outlook for persistent inflation above the ... Read More56 min
- TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFsDoubleLine ETF Specialist Scott Thomson discusses his role at the firm and describes the growing use and evolution of exchange-traded funds as vehicles for trading and investment with DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Macro Asset Allocation ... Read More52 min
- TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z InvestorsLiz Young, head of investment strategy at personal finance company and bank SoFi, discusses markets, the investor movement to DIY investing, and her investment process and market outlook with DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode recorded Sept. ... Read More47 min
- TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based InvestingJoseph Mallen, founder and CEO of Modelist, discusses with Jeffrey Sherman and Samuel Lau evidence-based investing, the integration of customized models with the securities and managers to implement them, the role of AI in his platform, and his take on ... Read More1 hr 1 min
- TSS Episode 144: Wading Into the AI-Stirred Stock FrothDoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Matt Forester, CIO of BNY Mellon Advisors, to The Sherman Show. Mr. Forester kicks off the episode by discussing the recent branding shift from Lockwood Advisors to BNY Mellon ... Read More58 min
- TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 OutlookJeff Mayberry, Portfolio Manager on DoubleLine’s Macro Asset Allocation team, on July 10, gets graded by Jeffrey Sherman and Samuel Lau on his forecasts for 1H2023 and shares his outlooks for the second half of the year. Jeff Mayberry gets ... Read More1 hr 9 min
- TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default CycleRobert Cohen, head of DoubleLine’s Global Developed Credit team, discusses navigating the waters of investment grade and high yield corporate bonds and leveraged loans as these markets enter the late stage of the economic and credit cycles. He speaks June ... Read More50 min
- TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio ConstructionRuss Ivinjack, Global Chief Investment Officer of Aon Investments, discusses, among other topics, his management of Aon’s investment manager research teams, the discipline of selecting active managers and investment strategies, and the strategic and tactical dimensions of building portfolios to ... Read More47 min
- TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on DurationDoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More53 min
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