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James Grant, founder of Grant’s Interest Rate Observer and author of the biography “Bagehot,” the life of times of the muse of modern central banking (published in 2019), returns to “The Sherman Show” to discuss, among other topics, paradoxical market valuations, why the Federal Reserve is “a clear and present danger to your wealth,” the threat of …
 
Famed economist Ed Yardeni joins this episode of “The Sherman Show,” where he discusses, among other topics, the importance of monetary policy for stock and bond returns, the risks of the traditional 60-40 stock-bond allocation given the outlook for near-zero interest rates and the compromising of the Federal Reserve’s independence. Dr. Yardeni is …
 
DoubleLine Capital’s Jeffrey Sherman and Samuel Lau welcome back SkyBridge Founder and Co-Managing Partner Anthony Scaramucci and his trademark color and candor to “The Sherman Show,” recorded on Oct. 27, 2020. With one week to go before the Nov. 3 elections, Messrs. Sherman and Lau speak to “the Mooch” about the potential challenges to casting and…
 
Ivy Zelman, CEO and co-founder of Zelman & Associates, speaks with “The Sherman Show” hosts Jeffrey Sherman and Samuel Lau on the state of the multifamily and single-family housing markets and her outlooks for these asset classes. Founded in 2007, Zelman & Associates provides research, analysis and advice about the U.S. housing market and related s…
 
Ryan Simonetti, CEO and cofounder of Convene, joins “The Sherman Show” to discuss the future of commercial real estate, particularly in the office and hospitality sectors. Convene designs and services premium places to meet and work. Founded in 2009, Convene has transformed the workplace and meeting place by bringing together trends in technology, …
 
Veteran investment executive Katie Nixon joins Jeffrey Sherman and Samuel Lau on “The Sherman Show” to discuss the ways in which her client-facing background as a portfolio manager informs her work as a chief investment officer, how meeting a client’s goals isn’t limited to maximizing wealth and tax strategies for wealthy Californians, among other …
 
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Daniel Crosby, a psychologist and behavioral finance expert, to “The Sherman Show” to discuss what roles education and experience play in investment decisions and how automation can counter an investor’s worst impulses. Mr. Crosby is Chief Behavioral Officer at Brinker Capital and is the author of se…
 
In a tour d’horizon of markets, macro and monetary mavens, returning guest Danielle DiMartino Booth joins DoubleLine’s Jeffrey Sherman and Samuel Lau to survey the landscape post-COVID-19. This episode was recorded July 10, 2020. Ms. DiMartino Booth is CEO and Director of Intelligence at Quill Intelligence. A former official of the Federal Reserve …
 
Bob Brinker, founder and publisher of the Marketimer Investment Letter, comes on The Sherman Show to discuss “Quantitative Easing Infinity” under Federal Reserve Chairman Jerome Powell, the consequences of a Biden versus Trump election victory for the federal deficit, “free money” in times of negative interest rates, his investing concept of “criti…
 
Ed Hyman, Chairman of Evercore ISI and head of the firm’s Economic Research Team, shares with DoubleLine’s Jeffrey Sherman and Samuel Lau the macroeconomic insights he believes are most relevant to investors at this time. This episode of The Sherman Show was recorded June 29, 2020. With inflation a no-show on the foreseeable investment horizon, Mr.…
 
Mark Zandi joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss, among other topics, if June’s recovery means an end to the recession, what shape the next federal fiscal package might take, the fallout from layoffs possibly spreading into higher-wage jobs and the economic outlook for the second half of 2020. Mr. Zandi is the Chief Economist…
 
Sean Trende joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss, among other topics, the use of aggregate polling to forecast election results, the challenges in creating accurate sample sizes in the era of the cellphone and internet, how personal biases impact not only how data models are interpreted but how the models are built and what …
 
David Rosenberg joins DoubleLine’s Jeffrey Sherman and Samuel Lau to share, among other topics, his view on the (dim) prospects for a sustained V-shaped recovery; his choice of indicators for how the economy is progressing; the 10-year divorce between the U.S. economy and stocks; and, beyond the COVID-19 crisis, a future of stagflation. Mr. Rosenbe…
 
Sherman Show hosts Jeffrey Sherman and Sam Lau are joined by returning guest Jeff Mayberry as they try to assess how macroeconomic fundamentals stack up versus U.S. market prices. Among other issues in this June 3, 2020, discussion, Messrs. Sherman, Lau and Mayberry talk about COVID-19 trends in the U.S., noting that much of the good news was drive…
 
The Sherman Show hosts Jeffrey Sherman and Samuel Lau are joined by Bart van Ark and Erik Lundh, economists at The Conference Board, a leading non-profit think tank and economic forecaster. Dr. van Ark is Chief Economist and Executive Vice President at The Conference Board. Mr. Lundh is Senior Economist. Among other issues in this May 28, 2020, dis…
 
Gregory Whiteley Tours the Treasury Market Gregory Whiteley, head of DoubleLine’s U.S. government debt team, delves into the strange new world of Treasury securities, a market today priced by quasi-permanent manipulation by the Federal Reserve rather than markets. Among other topics, Mr. Whiteley and podcast hosts Jeffrey Sherman and Samuel Lau dis…
 
After Samuel Lau and Jeffrey Sherman march through their mid-week macro-market-monetary menagerie, DoubleLine CLO analyst Joe Mezyk returns to the Sherman Show to discuss the state of the $750 billion market of collateralized loan obligations. In the wake of the market dislocations due to economic shutdown and massive intervention by the Federal Re…
 
Bill Campbell on Global Bond Markets over the Near and Medium Term In this episode of the Sherman Show, recorded the morning of May 6, 2020, Sam Lau does the weekly macro and market update; then DoubleLine’s Bill Campbell joins the Sherman Show to discuss the global markets. Mr. Campbell organizes the discussion by timeframe, for he sees the near-t…
 
Ken Shinoda Joins This Week’s Market Round-Up with His Review of the Housing and Mortgage Sectors DoubleLine Portfolio Manager Ken Shinoda, appears as a guest on this episode of The Sherman Show to explain the state of the housing market and housing finance system in the wake of the national economic shutdown. This episode is part of the podcast’s …
 
For these extraordinary times, The Sherman Show has been producing weekly reviews of the financial markets, macroeconomic data, fiscal actions by the U.S. government and monetary actions by the Federal Reserve. In this episode, recorded the morning of April 22, 2020, hosts Jeffrey Sherman and Samuel Lau and guest Jeff Mayberry also discuss in depth…
 
Andrew Hsu, a DoubleLine Portfolio Manager who trades and constructs portfolios from nearly all major sectors of the securitized asset universe, explains on The Sherman Show the basics of this market and its revisions in the wake of the present economic crisis. In response to the economic shock of the government-ordered COVID 19 lockdowns, as Mr. H…
 
In a discussion recorded the morning of April 8, 2020, Sherman Show co-hosts Jeffrey Sherman and Samuel along with returning guest Jeff Mayberry conduct a tour d’horizon of stocks, gold and bond markets and a review of the macroeconomic and stimulus fronts. They ponder the long-lasting effects of the lockdown after it ends. They discuss how the Fed…
 
Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and Samuel Lau are stepping up the frequency of episodes of The Sherman Show to address the extraordinary changes in our post-COVID 19 world. In this episode, the co-hosts are joined by Jeffrey Mayberry, portfolio manager and fellow member of DoubleLine’s Macro Asset Allocation…
 
Terry Savage, personal finance professional, nationally syndicated columnist and author of best-selling books, including The Savage Truth on Money, joins DoubleLine’s Jeffrey Sherman and Sam Lau on the Sherman Show. In this episode, recorded January 23, 2020, the Sherman Show hosts discuss with Ms. Savage her financial career, then segue into her v…
 
Rob Stein, Founder of Astor Investment Management, Discusses Macro and Markets on the Sherman Show Rob Stein, founder and CEO of Astor Investment Management, joins Sherman Show hosts Jeffrey Sherman and Samuel Lau in an interview recorded January 22, 2020 in Chicago. Mr. Stein began his career at the Federal Reserve under the legendary Paul Volcker…
 
The Sherman Show Interviews James Bianco in Chicago Jim Bianco, a favorite guest of the Sherman Show, returns for another discussion with DoubleLine’s Jeffrey Sherman and Sam Lau. Among other topics, Mr. Bianco, president of Chicago-based Bianco Research, shares his insights into the European Central Bank’s negative-rate dilemma and the Federal Res…
 
David Rosenberg, widely regarded for his decades of original and insightful research on macroeconomic cycles and financial markets, joins DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode of the Sherman Show. Mr. Rosenberg is founder, chief economist and strategist of Rosenberg Research and Associates, an economic consulting firm providin…
 
Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and portfolio managers Samuel Lau and Jeffrey Mayberry review the markets in 2019 and share their outlooks for 2020 on The Sherman Show. Among their ideas, Mr. Mayberry suggests U.S. stocks may surprise to the upside, Mr. Sherman advises the 10-year Treasury needs to yield more…
 
Stephanie Lang, CFA, Principal and Chief Investment Officer at Homrich Berg Wealth Management, joins as guest on the Sherman Show. She discusses her firm’s use of fund of funds, the search for private assets offering a premium over public markets, role of alternatives and private placements in client portfolios, the progression of her career, her r…
 
Michael Ryan, Chief investment Officer, Americas, at UBS Wealth Management, joins DoubleLine’s Jeffrey Sherman and Samuel Lau on the Sherman Show. Among the topics Mr. Ryan discusses are the three critical functions of his role as CIO (helping to shape to global investment view, managing a 60-member team and communications), the importance (or lack…
 
Wayne Wicker, Senior Vice President and Chief Investment Officer for Vantagepoint Investment Advisors and ICMA-RC, is a guest on the Sherman Show. This is a new set of podcasts devoted to chief investment officers. The idea is to delve into the thinking of these heads of the investment process at different advisory and investment firms about how th…
 
Dr. Robert Shiller, Sterling Professor of Economics, Yale University, returns to the Sherman Show to discuss his latest research in behavioral finance and his new book, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events”. The podcast, hosted by DoubleLine’s Jeffrey Sherman and Samuel Lau, was recorded on October 23, 2019. Gu…
 
Chris Hyzy, CIO of Merrill and Bank of America Private Bank, joins Jeffrey Sherman and Sam Lau on the Sherman Show. Mr. Hyzy discusses private banking, his team’s investment process, their approach to goals-based asset allocation, the management of risk, and timely market themes. The latter include his cautious outlook for the U.S. consumer, based …
 
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 intelli…
 
CLO analyst Joe Mezyk joins The Sherman Show to explain the $750 billion collateralized loan obligation market with DoubleLine’s Jeffrey Sherman and Samuel Lau. Their discussion starts by explaining floating-rate bank loans which form the collateral of CLOs and how the securitization process of a CLO allows the creation of equity and below investme…
 
DoubleLine Capital portfolio manager Brendt Stallings joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Samuel Lau for a broad discussion of the U.S. equity market on The Sherman Show. Much of their discussion centers on the prospects for forward-looking, long-term returns based on the Cyclically Adjusted Price-…
 
Gad Levanon, Ph.D., The Conference Board’s chief economist for North America, joins DoubleLine’s Jeffrey Sherman and Sam Lau to discuss his work in forecasting the U.S. economy and his new research on labor markets. In 2014, Dr. Levanon issued a report from The Conference Board warning of a looming labor shortage in the U.S. That report, which was …
 
Anthony Scaramucci brings his trademark color and candor to The Sherman Show in a conversation recorded with DoubleLine Capital’s Jeffrey Sherman and Samuel Lau May 9, 2019 during Mr. Scaramucci’s SALT conference in Las Vegas. Scaramucci shares his views of politics from his time as a donor in 2008 to then-presidential candidate Barack Obama as wel…
 
Andrew Hsu Conducts a Tour d’Horizon of the Structured Products Universe Andrew Hsu, a founding partner of DoubleLine Capital and head of the firm’s Global Infrastructure and Asset-Backed Securities teams, takes listeners on a survey of structured products, from one of the most diverse asset classes in the fixed-income investment universe. In a Jul…
 
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…
 
In a discussion on July 1, 2019, Jeffrey Sherman, deputy chief investment officer of DoubleLine, and portfolio managers Jeff Mayberry and Sam Lau conduct their mid-year review of the financial markets, including the return of “central bankers back in charge,” Treasuries seemingly priced for recession amid U.S. stocks at all-time highs and concernin…
 
Nancy Davis, founder, managing partner and chief investment officer of Quadratic Capital Management, discussed May 9, 2019 on The Sherman Show her philosophy toward options trading, Quadratic’s plan to democratize the markets by giving investors more choices better access to interest-rate volatility and, among other topics, where she thinks investi…
 
Last year on The Sherman Show, Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, discussed her optimism in Jerome Powell’s leadership at the Federal Reserve. In her return recorded May 7, the author of the best-selling book FED UP explains why she’s disbanded the Powell Fan Club. In a conversation with DoubleLine Cap…
 
In this episode of The Sherman Show, David Zervos, Ph.D., Chief Market Strategist for Jefferies LLC and Chief Investment Officer for the Global Macro Division of Jefferies Investment Advisers, LLC, describes how his academic path mutated to macroeconomics from electrical engineering, his stints in the Federal Reserve and Bank of England, and ultima…
 
A broad macroeconomic thinker and keen Fed watcher, Jim Bianco returns as a guest on the Sherman Show. In this episode, recorded April 16, 2019, the president of Chicago-based Bianco Research shares with DoubleLine’s Jeffrey Sherman and Sam Lau his views on the state of the global economy, the market divergence of the sovereign bonds from stocks, c…
 
Ron Redell, president of DoubleLine Group, discusses his career in asset management, the creation from scratch of DoubleLine’s operational infrastructure, the challenges of navigating the changes in asset management and the DoubleLine culture in a Sherman Show podcast recorded March 22. Mr. Redell’s academic and professional careers have taken him …
 
Francisco Blanch, head of Global Commodities and Derivatives at Bank of America Merrill Lynch, joins DoubleLine’s Jeffrey Sherman and Sam Lau to discuss his pioneering work in the creation of enhanced commodities indices and the complex web of supply, demand, currency exchange rates, politics and other factors which move commodity prices. In this s…
 
Jeffrey Sherman, deputy chief investment officer of DoubleLine, and portfolio manager Samuel Lau welcome to The Sherman Show podcast Torsten Slok, chief international economist at Deutsche Bank Securities, Inc. Among their topics are the mirage of Modern Monetary Theory (a mere postulate, not a theory, according to Mr. Sherman, untestable per Mr. S…
 
In his return to The Sherman Show, Peter Cecchini, global chief market strategist at Cantor Fitzgerald, discusses the unfolding intersection of the end of the secular decline in interest rates and the next recession. Mr. Cecchini, DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Sam Lau also delve into the dilemma co…
 
On his way to the World Economic Forum in Davos, Dr. Robert Shiller, Sterling Professor of Economics, Yale University and CAPE Index co-creator, sat down in Zurich, Switzerland, as guest on The Sherman Show with DoubleLine’s Jeffrey Sherman and Sam Lau. Among the topics covered: the interplay of factors driving the markets in 2017 and 2018 and Dr. …
 
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