S12 E1: Outlook for 2022 - Stocks, Bonds, Rates, Macro and Global

S12 E1: Outlook for 2022 - Stocks, Bonds, Rates, Macro and Global Allocations

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After a review of January market returns, co-hosts Jeffrey Sherman and Samuel Lau are joined by fellow DoubleLine portfolio manager Jeff Mayberry to discuss their outlooks for securities and ideas on asset allocation for 2022. Mr. Mayberry foresees a relatively ... Read More

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TSS E149: 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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The Sherman Show

Published 01/25/24

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

Published 11/30/23