TSS Episode 121: CIBC Asset Management’s David Wong Talks Manager

TSS Episode 121: CIBC Asset Management’s David Wong Talks Manager Selection, Asset Allocation

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David Wong, Managing Director and head of the Portfolio Solutions Group at Toronto- and Montreal-based CIBC Asset Management, appears Aug. 2, 2022, as a guest with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Among other topics, Mr. Wong discusses ... 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

Published 01/25/24

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