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DoubleLine Minutes
DoubleLine
100 episodes
1 week ago
DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
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Investing
Business
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All content for DoubleLine Minutes is the property of DoubleLine and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
Show more...
Investing
Business
Episodes (20/100)
DoubleLine Minutes
Risk Assets Higher, Yields Higher Across Curve (E238)
DoubleLine Cross Asset Analyst Mark Kimbrough and Fixed Income Allocation Strategist Ryan Kimmel review a week ended Oct. 31 with just two sectors, tech and consumer discretionary, holding the S&P 500 above water, and risk sectors of fixed income – high yield, bank debt and emerging markets – showing gains with investment grade sectors lower as yields shifted higher across the curve.
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1 week ago
17 minutes

DoubleLine Minutes
Higher Stocks and Commodities, Weaker Gold, Bonds Carry (E237)
DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough analyze the week ended Oct. 24 with stocks with tech leading on a benign September CPI print, fixed income eking out its carry and commodities led higher by WTI on U.S. sanctions against Russian crude oil.
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2 weeks ago
18 minutes

DoubleLine Minutes
Broad-Based Gains, Quitting QT?, Moderating Mortgages (E236)
DoubleLine Portfolio Jeff Mayberry and Fixed Income Allocation Strategist Ryan Kimmel review the markets and macro news for the week of Oct. 13-17 as the government shutdown reaches Day 17.
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3 weeks ago
19 minutes

DoubleLine Minutes
Debasement Trades, Tariff Tantrums & Scared Doves (E235)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough review the Oct. 6-10 week, punctuated by a Friday trade-war fright that reversed the week’s gains in stocks (0:27) and spurred a flight to safety into bonds (3:47).
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4 weeks ago
22 minutes

DoubleLine Minutes
Growth Rules, Gold Shines, Data Goes Dark (E234)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Allocation Strategist Ryan Kimmel recap the market week of Sept. 29-Oct. 3 against the backdrop of a federal government shutdown.
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1 month ago
28 minutes

DoubleLine Minutes
Quiet Stocks, Bonds, Macro; Commodities Higher (E233)
DoubleLine Portfolio Jeff Mayberry and Analyst Mark Kimbrough chart a quiet week ended Sept. 26 for equities (0:36) and fixed income (1:53) while commodities advanced led by energy.
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1 month ago
16 minutes

DoubleLine Minutes
New Highs for Stocks, Uncertainty at the Fed (E232)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Allocation Strategist Ryan Kimmel dissect the Sept. 15-19 week.
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1 month ago
25 minutes

DoubleLine Minutes
Broadly Green Week Heading Into Likely Fed Cut (E231)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough recap a pretty positive run for markets for the week of Sept. 8-12, with performance impacted by investors believing a Fed cut is all but assured next week.
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1 month ago
23 minutes

DoubleLine Minutes
Mixed Stocks, Bull Steepener in Bond Yields (E230)
Stocks (0:33) were mixed the week ended Sept. 5 as yields (1:51) fell across the fixed income universe and commodities (4:16) were flat with gold among the winners and crude oil and industrial metals lower. In the week’s macro news (5:12), DoubleLine Fixed Income Allocation Strategist Ryan Kimmel notes, was dominated by weakening in the labor market in August.
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2 months ago
19 minutes

DoubleLine Minutes
A Quiet Week as Markets Await August Labor Data (E229)
DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough review a mostly quiet week ended Aug. 29 and the month of August.
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2 months ago
17 minutes 25 seconds

DoubleLine Minutes
Slow Roll Until Jackson Hole (E228)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel review the market week of Aug. 18-22, which started out as a little bit of a down run for equities before being boosted by Fed Chair Jerome H. Powell’s dovish speech at the Jackson Hole Economic Policy Symposium on Friday.
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2 months ago
21 minutes 30 seconds

DoubleLine Minutes
Aug. 11-15: Stocks Disperse, Rates Reverse (E227)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough dissect a market week ended Aug. 15 marked by positive stocks, with an interesting dispersion within the asset class (0:46); bonds troubled by inflation readings (3:14); and flat commodities (4:45).
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2 months ago
23 minutes 53 seconds

DoubleLine Minutes
A Mixed Bag for Markets and the Fed Signals a Dovish Tilt (E226)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel break down market moves of the week ended Aug. 8, 2025, following a volatile stretch driven by geopolitical headlines and shifting interest-rate expectations.
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3 months ago
22 minutes 48 seconds

DoubleLine Minutes
A Week of Vol on Hawkish Powell and Weak Labor (E225)
DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough survey the stock, bond and commodity markets for the month of July (0:37) and the “week of volatility” ended Aug. 1 (3:39).
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3 months ago
29 minutes 47 seconds

DoubleLine Minutes
Pain on Bears Amid Meme Stock Mania (E224)
DoubleLine Portfolio Manager Jeffrey Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel recap the week ended June 25, featuring a run of daily highs for the S&P 500 Index buoyed by resurgent retail speculation, a pretty good week for bonds (3:58) and more struggles for commodities.
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3 months ago
20 minutes 17 seconds

DoubleLine Minutes
Benign Markets Amid Tame Inflation, Resilient Consumers (E223)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough survey the week ended July 18, including tech-driven new highs in equities (0:46), a bond market shaped by a steepening yield curve (2:28) and gains in the broad commodity market (4:42).
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3 months ago
20 minutes 23 seconds

DoubleLine Minutes
Stocks and Copper Take the Tariffs’ Measure (E222)
For the week ended July 11, DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel first sort through a pause in the stock rally (0:47), bonds (2:34) giving back a bit on higher rates and higher commodity prices (4:34) amid U.S. tariffs announced on copper.
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4 months ago
19 minutes 48 seconds

DoubleLine Minutes
Bulls in Control as AI Animal Spirits Alive and Well (E221)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough recap market performance for the week of June 23-27 as well as the month and second quarter, which was a pretty good run for asset holders.
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4 months ago
24 minutes 23 seconds

DoubleLine Minutes
Lots of Geopolitical Vol, Little Market Vol (E220)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough recap a relatively flat market week shortened by Thursday’s Juneteenth federal holiday.
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4 months ago
22 minutes 31 seconds

DoubleLine Minutes
Tame Inflation, But Tariff Consternation (E219)
DoubleLine Portfolio Manager Jeff Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel June 13 survey a mostly quiet week in markets (0:50) amid encouraging CPI and PPI news (5:30), albeit obscured by ongoing uncertainty over trade tariffs.
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4 months ago
23 minutes 51 seconds

DoubleLine Minutes
DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.