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The Sherman Show
DoubleLine
100 episodes
9 months ago
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
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Investing
Business
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All content for The Sherman Show 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.
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
Show more...
Investing
Business
Episodes (20/100)
The Sherman Show
Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)
DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Jeffrey Mayberry welcome back David Zervos, Chief Market Strategist for Jefferies and Head of the Global Macro Division of Leucadia Asset Management. The last time Mr. Zervos was on in May 2019, ... Read More
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1 year ago
1 hour 20 seconds

The Sherman Show
TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
Jim Bianco, President of market and macroeconomic research firm Bianco Research, appears Jan. 11, 2024, with hosts Jeffrey Sherman and Samuel Lau to discuss among other issues his outlook for a “no landing” U.S. economy in 2024, sticky inflation of ... Read More
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1 year ago
1 hour 15 minutes 18 seconds

The Sherman Show
TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
Andy Constan, founder, CEO and Chief Investment Officer of Damped Spring, joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss his approach to macroeconomics-driven investing. They also discuss, among other timely topics, Mr. Constan’s outlook for persistent inflation above the ... Read More
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1 year ago
55 minutes 23 seconds

The Sherman Show
TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs
DoubleLine ETF Specialist Scott Thomson discusses his role at the firm and describes the growing use and evolution of exchange-traded funds as vehicles for trading and investment with DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Macro Asset Allocation ... Read More
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2 years ago
51 minutes 57 seconds

The Sherman Show
TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors
Liz Young, head of investment strategy at personal finance company and bank SoFi, discusses markets, the investor movement to DIY investing, and her investment process and market outlook with DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode recorded Sept. ... Read More
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2 years ago
46 minutes 26 seconds

The Sherman Show
TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing
Joseph Mallen, founder and CEO of Modelist, discusses with Jeffrey Sherman and Samuel Lau evidence-based investing, the integration of customized models with the securities and managers to implement them, the role of AI in his platform, and his take on ... Read More
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2 years ago
1 hour 47 seconds

The Sherman Show
TSS Episode 144: Wading Into the AI-Stirred Stock Froth
DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Matt Forester, CIO of BNY Mellon Advisors, to The Sherman Show. Mr. Forester kicks off the episode by discussing the recent branding shift from Lockwood Advisors to BNY Mellon ... Read More
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2 years ago
57 minutes 16 seconds

The Sherman Show
TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
Jeff Mayberry, Portfolio Manager on DoubleLine’s Macro Asset Allocation team, on July 10, gets graded by Jeffrey Sherman and Samuel Lau on his forecasts for 1H2023 and shares his outlooks for the second half of the year. Jeff Mayberry gets ... Read More
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2 years ago
1 hour 8 minutes 58 seconds

The Sherman Show
TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
Robert Cohen, head of DoubleLine’s Global Developed Credit team, discusses navigating the waters of investment grade and high yield corporate bonds and leveraged loans as these markets enter the late stage of the economic and credit cycles. He speaks June ... Read More
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2 years ago
49 minutes 51 seconds

The Sherman Show
TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
Russ Ivinjack, Global Chief Investment Officer of Aon Investments, discusses, among other topics, his management of Aon’s investment manager research teams, the discipline of selecting active managers and investment strategies, and the strategic and tactical dimensions of building portfolios to ... Read More
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2 years ago
46 minutes 45 seconds

The Sherman Show
TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration
DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More
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2 years ago
52 minutes 8 seconds

The Sherman Show
TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome J.P. Morgan Chief U.S. Economist Michael Feroli to The Sherman Show. Mr. Feroli kicks the episode off by recounting his educational transition from philosophy to finance and ... Read More
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2 years ago
58 minutes 56 seconds

The Sherman Show
TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt
Morris Chen, head of DoubleLine’s Commercial Mortgage-Backed Securities (CMBS) and Commercial Real Estate Debt (CRE) team, on April 18, 2023, discusses the merits of his asset class with hosts Jeffrey Sherman and Samuel Lau. He describes CMBS-CRE both as a ... Read More
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2 years ago
54 minutes 27 seconds

The Sherman Show
TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market
Ken Shinoda, who chairs DoubleLine’s Structured Products Committee and leads the firm’s non-Agency mortgage securities team, discusses his asset class and housing market outlook with Jeffrey Sherman and Samuel Lau on April 10. Mr. Shinoda discusses his path in asset management, ... Read More
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2 years ago
46 minutes 46 seconds

The Sherman Show
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
Jen Wing, Head of Asset Management at GeoWealth, a proprietary technology and turnkey asset management platform (TAMP) to registered investment advisors (RIAs), appears March 28, 2023, with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Sherman asks Ms. Wing (0:59) to ... Read More
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2 years ago
49 minutes 56 seconds

The Sherman Show
TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Fairlead Strategies Founder and Managing Partner Katie Stockton, the first technical analysis specialist to visit The Sherman Show. Ms. Stockton kicks off the show by recounting what ... Read More
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2 years ago
48 minutes 31 seconds

The Sherman Show
TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Ted Seides, founder of Capital Allocators, a podcast ecosystem that includes gatherings, and advisory to managers and allocators. The episode kicks off with Mr. Seides recounting how ... Read More
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2 years ago
48 minutes 58 seconds

The Sherman Show
TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome back Nancy Davis, Founder, Managing Partner and Chief Investment Officer of Quadratic Capital Management, to The Sherman Show. Messrs. Sherman and Lau, and Ms. Davis kick things ... Read More
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2 years ago
57 minutes 42 seconds

The Sherman Show
TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup
DoubleLine Portfolio Manager Jeff Mayberry returns as a guest to share his market and macro outlooks for 2023 with DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau. Noting Mr. Mayberry gave his outlooks a year ago ... Read More
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2 years ago
1 hour 8 minutes 22 seconds

The Sherman Show
TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed
Charles Payne, financial author, Fox Business Network anchor and principal of independent research firm Wall Street Strategies, discusses with hosts Jeffrey Sherman and Samuel Lau his career, the power of financial literacy to change people’s lives, his approach to investing, ... Read More
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2 years ago
54 minutes 55 seconds

The Sherman Show
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau