The Sherman Show Podcast
1) 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 la...Show More
TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
1:15:18 | Jan 25th, 2024
2) 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 discus...Show More
3) 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 Deput...Show More
4) 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 DoubleLi...Show More
5) 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 t...Show More
6) 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 rece...Show More
7) 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 seco...Show More
8) 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 ...Show More
TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
49:51 | Jun 22nd, 2023
9) TSS Episode 141: Aon Investments’ Russ Ivinjack on Manger 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...Show More
10) 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 h...Show More