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Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Manage episode 361641374 series 3039185
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
=======================
Where to find the Raise Your Average crew:
=======================
177 episodes
Manage episode 361641374 series 3039185
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
=======================
Where to find the Raise Your Average crew:
=======================
177 episodes
All episodes
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