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Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?

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Manage episode 361641374 series 3039185
Content provided by Pierre Daillie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pierre Daillie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we get into an insight-filled conversation about the current state of the markets and economy and analyze the potential risks and opportunities on the horizon with Jeffrey Sherman, Deputy CIO, DoubleLine Capital.

Timestamped Highlights

[00:07:52] Bond Market Reacts to Economic Slowdown and Banking Crisis

[00:14:32] "Regional banks face loan cost hikes and credit contraction"

[00:21:06] Banking Crisis Causing Recession Watch to Rise

[00:28:16] "Commodities may be key to combating inflation"

[00:32:49] "Banks brace for coming regulations amid pandemic"

[00:42:21] "Bank Liquidity and Outflows: Understanding the System"

[00:49:39] "The Crisis of Confidence: Crypto and Tech Markets"

[00:58:19] "Credit Suisse's Risky Business: Warnings Ignored"

[01:00:48] The downfall of Credit Suisse: Privacy and Market Punishment.

[01:03:42] "Managing Risk and the Fragile Economy: Insights"

=======================

Where to find Jeffrey Sherman

=======================

Jeffrey Sherman on Twitter - @ShermanShowPod

Jeffrey Sherman on The Sherman Show

DoubleLine Capital

=======================

Where to find the Raise Your Average crew:

=======================

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

  continue reading

177 episodes

Artwork
iconShare
 
Manage episode 361641374 series 3039185
Content provided by Pierre Daillie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pierre Daillie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we get into an insight-filled conversation about the current state of the markets and economy and analyze the potential risks and opportunities on the horizon with Jeffrey Sherman, Deputy CIO, DoubleLine Capital.

Timestamped Highlights

[00:07:52] Bond Market Reacts to Economic Slowdown and Banking Crisis

[00:14:32] "Regional banks face loan cost hikes and credit contraction"

[00:21:06] Banking Crisis Causing Recession Watch to Rise

[00:28:16] "Commodities may be key to combating inflation"

[00:32:49] "Banks brace for coming regulations amid pandemic"

[00:42:21] "Bank Liquidity and Outflows: Understanding the System"

[00:49:39] "The Crisis of Confidence: Crypto and Tech Markets"

[00:58:19] "Credit Suisse's Risky Business: Warnings Ignored"

[01:00:48] The downfall of Credit Suisse: Privacy and Market Punishment.

[01:03:42] "Managing Risk and the Fragile Economy: Insights"

=======================

Where to find Jeffrey Sherman

=======================

Jeffrey Sherman on Twitter - @ShermanShowPod

Jeffrey Sherman on The Sherman Show

DoubleLine Capital

=======================

Where to find the Raise Your Average crew:

=======================

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

  continue reading

177 episodes

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