In a conversation recorded July 2, 2019 for The Sherman Show, DoubleLine CEO Jeffrey Gundlach, Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Samuel Lau, among other topics, cover the roller-coaster ride in the equity markets, rising odds of a U.S. recession, the knock-on effects of China-related supply-chain disruptions, how to interpret the Treasury yield curve and the dangers and popularity of Sen. Elizabeth Warren’s wealth tax proposal.
Listen to the audio only version:
Podcast: Jeffrey Gundlach, Jeffrey Sherman and Samuel Lau Talk Bond and Equity Markets, Risks
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If you’re interested at all in any real insight into what is going on in the Fed’s thinking, go to around 25:00 to listen to a very interesting chat between Sherman, Gundlach, and Lau about what the motivations are at the Fed re: inflation, which the Fed is obsessed with. Why?