The Sherman Show
By DoubleLine
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Category: Investing
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Episodes: 100
Description
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
| Episode | Date |
|---|---|
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Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)
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May 16, 2024 |
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TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
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Jan 25, 2024 |
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TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
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Nov 30, 2023 |
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TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs
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Oct 26, 2023 |
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TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors
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Sep 28, 2023 |
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TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing
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Sep 14, 2023 |
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TSS Episode 144: Wading Into the AI-Stirred Stock Froth
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Aug 10, 2023 |
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TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
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Jul 14, 2023 |
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TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
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Jun 22, 2023 |
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TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
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Jun 08, 2023 |
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TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration
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May 25, 2023 |
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TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor
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May 11, 2023 |
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TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt
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Apr 27, 2023 |
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TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market
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Apr 13, 2023 |
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TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
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Mar 30, 2023 |
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TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis
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Mar 16, 2023 |
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TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors
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Mar 02, 2023 |
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TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation
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Feb 17, 2023 |
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TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup
|
Jan 26, 2023 |
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TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed
|
Jan 19, 2023 |
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TSS Episode 130: Other Way ’Round, Bro III
|
Jan 05, 2023 |
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TSS Episode 129: Other Way ’Round, Bro II
|
Dec 08, 2022 |
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TSS Episode 128: Other Way ’Round, Bro
|
Nov 23, 2022 |
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TSS Episode 127: Goldman Sachs’ Ashok Varadhan on Global Markets in a De-Leveraging World
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Oct 27, 2022 |
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TSS Episode 126: Savant Wealth Management’s Philip Huber on Asset Allocation and Alternative Investments
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Oct 13, 2022 |
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TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios
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Sep 29, 2022 |
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TSS Episode 124: Sand Hill Global Advisors’ Brenda Vingiello on Managing Client Expectations
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Sep 15, 2022 |
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TSS Episode 123: Masterworks’ Allen Sukholitsky on Adding Art to Your Portfolio
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Sep 01, 2022 |
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TSS Episode 122: VettaFi’s Todd Rosenbluth Discusses the $7 Trillion ETF Market
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Aug 18, 2022 |
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TSS Episode 121: CIBC Asset Management’s David Wong Talks Manager Selection, Asset Allocation
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Aug 04, 2022 |
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TSS Episode 120: Lyn Alden on Allocating for an Inflationary Decade
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Jul 25, 2022 |
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TSS Episode 119: Michael Green on Passive Momentum, Fed Puritanism and Rate-Inelastic Consumers
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Jul 08, 2022 |
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S12 E10: Jane Street’s Ugo Egbunike on ETFs, and the Comforts and Benefits of Passive Investing
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Jun 28, 2022 |
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S12 E9: Financial Data Scientist Michael Imerman on the Risks and Opportunities of Fintech
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May 26, 2022 |
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S12 E8: Mapping Flows, Tracing Bottlenecks in Liquidity with Zoltan Pozsar
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May 12, 2022 |
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S12 E7: Grayscale Global Head of ETFs Dave LaValle Discusses Crypto
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Apr 28, 2022 |
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S12 E6: Robert Cohen on Steering Corporate Credit Through a Transitioning Economy
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Apr 14, 2022 |
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S12 E5: Investing in Chile, the Protests of 2019 and Drafting a Woke Constitution
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Mar 31, 2022 |
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S12 E4: Women in Investment Management, the Brussel Sprout Utility Sector and Fallen-Angel Bailouts
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Mar 17, 2022 |
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S12 SpE3: A Global Survey of Geopolitical Risk
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Mar 03, 2022 |
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S12 E2: Citi’s Alexander Altmann on Fed Policy Hazards, Inflation and Equity Allocation
|
Feb 17, 2022 |
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S12 E1: Outlook for 2022 – Stocks, Bonds, Rates, Macro and Global Allocations
|
Feb 03, 2022 |
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S11 E14: Jared Dillian on Investor Sentiment and Market Volatility, the Theory of Constraints and The Awesome Portfolio
|
Dec 16, 2021 |
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S11 E13: Dr. Ed Yardeni on Profits, Productivity and the Pragmatic Powell Pivot
|
Dec 02, 2021 |
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S11 E12: Cleo Capital’s Sarah Kunst on Navigating Today’s Venture Capital Environment
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Nov 18, 2021 |
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S11 E11: Matt Hougan on Minor League Origins, the Present and Future of Crypto, and a Three-Minute Crypto Primer
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Nov 04, 2021 |
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S11 E10: Lord Abbett’s Steven Rocco on Investing the C’s
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Oct 21, 2021 |
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S11 E9: Yaya J. Fanusie on Crypto Cheerleading, Digital Asset Due Diligence and CBDC Trailblazer China
|
Oct 07, 2021 |
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S11 E8: Goldman Sachs’ David J. Kostin on Profit Margins, Duration and ESG
|
Sep 23, 2021 |
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S11 E7: Dr. Bob on “Woking Up” Corporations, Global Growth and a Bit of Baseball
|
Sep 09, 2021 |
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S11 E5: HIERS’ Elizabeth Burton on Meeting Target Returns, Protecting Retirement Benefits
|
Aug 12, 2021 |
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S11 E4 FEG’s Greg Dowling Discusses OCIO Services, Markets and Macro
|
Jul 29, 2021 |
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S11 E2 Tony Robbins Points to the Keys to Fulfillment
|
Jul 02, 2021 |
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S11 E1 Jim Reid Discusses a New Economic Orthodoxy Under QE
|
Jun 17, 2021 |
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S10 E8 Lori Heinel, Global CIO – State Street Global Advisors
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Apr 22, 2021 |
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S10 E7 Louis Gave of Gavekal Research on the New Structural Bear and Bull Markets
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Apr 08, 2021 |
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S10 E6 Larry McDonald Brings Together Inflation Risk, Yield Curve Control and Reconciliation
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Mar 25, 2021 |
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S10 E5 Alex Shahidi and Damien Bisserier Discuss Risk Parity Investing
|
Mar 11, 2021 |
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S10 E4 Richard Bernstein Helps to Navigate the Noise
|
Feb 25, 2021 |
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S10 E3 Grant Williams on Bubbles, Power Struggles and Inflation
|
Feb 11, 2021 |
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S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities
|
Jan 28, 2021 |
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S10 E1 Sherman, Lau and Mayberry: 2021 – Expectations and Risks
|
Jan 14, 2021 |
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S9 E7 Dr. Ben Hunt Immerses Us in Market Narratives, Fiat News and Jolts of Dopamine
|
Dec 17, 2020 |
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S9 E6 Schwab’s Liz Ann Sonders Talks Sentiment, Momentum and Smart “Dumb Money”
|
Dec 11, 2020 |
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S9 E5 James Grant, Founder – Grant’s Interest Rate Observer
|
Nov 19, 2020 |
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S9 E4 Economist Ed Yardeni on Markets, Interest Rates and Fed Policy
|
Nov 12, 2020 |
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S9 E3 Anthony Scaramucci Endorses Mandatory Voting – and Joe Biden
|
Oct 29, 2020 |
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SE9 E2 Ivy Zelman on the Single-Family and Multi-Family Housing Markets
|
Oct 15, 2020 |
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S9 E1 Ryan Simonetti on the Future of Workplace and Meeting Space
|
Oct 01, 2020 |
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S8 E23 Katie Nixon Speaks Up for Empathetic Investment Advice
|
Jul 31, 2020 |
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S8 E22 Exuberant Talk About Irrational Behavior with Daniel Crosby
|
Jul 22, 2020 |
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S8 E21 Danielle DiMartino Booth on the World in the Wake of COVID-19
|
Jul 15, 2020 |
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S8 E20 Bob Brinker Joins Sherman Show as Special Guest
|
Jul 09, 2020 |
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S8 E19 Ed Hyman on COVID-19, Record Stimulus, MMT and a Positive “Perfect Storm”
|
Jul 01, 2020 |
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S8 E18 Moody’s Analytics’ Mark Zandi Guests on The Sherman Show
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Jun 26, 2020 |
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S8 E17 Elections Analyst Sean Trende Guests on The Sherman Show
|
Jun 19, 2020 |
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S8 E16 Economist David Rosenberg Returns as Guest on The Sherman Show
|
Jun 09, 2020 |
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S8 E15 Risk-on Ruled for the Month of May
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Jun 04, 2020 |
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S8 E14 Conference Board Economists van Ark and Lundh Discuss Their U.S. Forecasts
|
May 29, 2020 |
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S8 E13 Touring the Treasury Market with Gregory Whiteley
|
May 20, 2020 |
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S8 E12 What the CLO market can tell us about the state of corporate credit ft Joe Mezyk
|
May 13, 2020 |
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S8 E11 Global Economy, Policy Responses, and Global Markets with Bill Campbell
|
May 06, 2020 |
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S8 E10 Forbearance and Housing Market Implications ft Ken Shinoda
|
Apr 30, 2020 |
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S8 E9 Talking WTI Crude Oil and Other Financial Market Mysteries ft. Jeff Mayberry
|
Apr 23, 2020 |
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S8 E8 Securitized Credit in 2020 ft. Andrew Hsu
|
Apr 16, 2020 |
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S8 E7 Market and Macro Update
|
Apr 09, 2020 |
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S8 E6 Talking Markets with Jeff Mayberry
|
Apr 01, 2020 |
|
S8 E5 Terry Savage, Finance Professional
|
Mar 05, 2020 |
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S8 E4 Robert Stein, CEO – Astor Investment Mgmt
|
Feb 20, 2020 |
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S8 E3 James Bianco, President – Bianco Research
|
Feb 06, 2020 |
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S8 E2 David Rosenberg, Chief Economist – Rosenberg Research
|
Jan 23, 2020 |
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S8 E1 – Talking Markets 2020
|
Jan 09, 2020 |
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S7 E5 Stephanie Lang, CIO – Homrich Berg
|
Dec 19, 2019 |
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S7 E4 Michael Ryan, CIO – UBS Wealth Management
|
Dec 05, 2019 |
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S7 E3 Wayne Wicker, SVP-CIO – Vantagepoint and ICMA-RC
|
Nov 22, 2019 |
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S7 E2 Dr. Robert Shiller, Sterling Prof of Econ – Yale
|
Nov 07, 2019 |
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S7 E1 Chris Hyzy, CIO – Merrill and BofA Private Bank
|
Oct 24, 2019 |
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S6 E8 Raoul Pal, CEO – Real Vision, The Sherman Show
|
Oct 10, 2019 |
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S6 E7 Joe Mezyk, CLO Analyst – DoubleLine, The Sherman Show
|
Sep 26, 2019 |
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S6 E6 Brendt Stallings, Portfolio Manager – DoubleLine, The Sherman Show
|
Sep 12, 2019 |