David Rosenberg, widely regarded for his decades of original and insightful research on macroeconomic cycles and financial markets, joins DoubleLine’s […]
Read moreDoubleline’s Jeffrey Sherman talks to Real Vision CEO Raoul Pal
Raoul Pal, founder of Real Vision after retiring at age 36 from running one of the world’s largest hedge funds, joins DoubleLine’s Jeffrey Sherman and Sam Lau on The Sherman Show. Mr. Pal discusses his career as a hedge fund manager before opting out of the “rat race” to create Real Vision with its mission to “democratize the best financial intelligence.” …
Read moreDoubleline’s Jeffrey Sherman and Samuel Lau Talk to Anthony “The Mooch” Scaramucci
Anthony Scaramucci, Founder Partner – SkyBridge Capital, The Sherman Show Anthony Scaramucci brings his trademark color and candor to The […]
Read moreEngaging a New Generation of Investors
Franklin Templeton Investments offers an excerpt from the discussion in their latest “Talking Markets” podcast featuring Walter Cruttenden, CEO of Blast and Co-founder/chairman of Acorns, Lindsay Holden, founder and CEO of Long Game, and Henry Yoshida, founder & CEO of Rocket Dollar. Listen.
Read moreJeffrey Gundlach, Jeffrey Sherman, Samuel Lau talk bond and equity markets, risks
In a conversation recorded July 2, 2019 for The Sherman Show, DoubleLine CEO Jeffrey Gundlach, Deputy Chief Investment Officer Jeffrey […]
Read moreEd Perk’s Outlook: Reining in Risk
Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy’s foundation?
Our senior investment leaders share their views on investing in uncertain times and how their outlooks have changed from earlier this year. They weigh in on market divergence, whether there is simply too much focus on the US Federal Reserve (Fed), where they see pockets of opportunity and how they are looking to play defence.
Read moreMarket Perspective: Running in Place
Key Points • The past 18 months have been marked by major swings, but ultimately little movement. • Economic data […]
Read moreMarket Resilience: Strength in Numbers
Concerns about where the financial markets are heading are at the forefront of many investors’ minds. The risks of a US or global recession this year continue to persist amid slowing global growth, trade tensions and worries about potential geopolitical shocks. In this roundtable discussion, they outline why they think some market observers are misguided and where they see opportunities today.
Read moreOvercorrecting the correction
As is often seen in investing, we believe the pendulum swung too far in the negative direction for equities late last year, but now may have swung a bit too far in the positive direction.
Read moreMaking Sense of Recent Market Action
On this episode, three of Franklin Templeton’s senior investment leaders, Stephen Dover, Sonal Desai, and Ed Perks, break down the […]
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