The Sherman Show™

May 15 2024 141 ep. 49 mins 354
The Sherman Show™ Podcast artwork

Jeffrey Sherman, DoubleLine’s Deputy CIO and Sam Lau, DoubleLine’s Asset Allocation Analyst, host a series of podcasts with distinguished guests, giving listeners insight into DoubleLine’s strategies, Portfolio Managers and industry innovators.

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Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)

May 15 2024 60 mins  
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, he discussed Federal Reserve Chair Jerome H. Powell’s tenure in harsh terms, so this episode kicks off with what’s changed wi

TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot

Jan 23 2024 75 mins  
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 3% to 4% and his theory on Fed Chair Jerome H. Powell’s dovish turn on Dec. 13. “The problem with the economy is there isn’t

TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization

Nov 29 2023 55 mins  
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 Federal Reserve’s 2% target. Damped Spring is a full-service macroeconomic research firm. T

TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs

Oct 25 2023 51 mins  
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 Analyst Mark Kimbrough. The discussion begins (1:08) with the career of Mr. Thomson, who joined DoubleLine in 2022

TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing

Sep 13 2023 60 mins  
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 the present state of financial markets and the macroeconomy. Modelist constructs model portfolios tailored to the needs of financia

TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors

Sep 11 2023 46 mins  
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. 12, 2023. Their conversation begins with a discussion of Ms. Young’s career (1:06) in the investment industry and

TSS Episode 144: Wading Into the AI-Stirred Stock Froth

Aug 09 2023 57 mins  
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 Advisors and the opportunities it will provide to the firm, which oversees about 550 strategies that it can provide to clients (0

TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook

Jul 13 2023 69 mins  
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 a win on his prediction on federal funds rate hikes (2:44), shared on the Sherman Show at the beginning of the year. The podcast hosts ask him

TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

Jun 21 2023 49 mins  
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 9, 2023, with DoubleLine’s Jeffrey Sherman and Samuel Lau. “We’re in a period, probably the greatest period in the last

TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction

Jun 06 2023 46 mins  
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 perform under a range of macroeconomic outcomes. The latter include a “dark-sky” s