The Sherman Show
100 episodes — Page 2 of 2
S11 Ep 5S11 E5: HIERS’ Elizabeth Burton on Meeting Target Returns, Protecting Retirement Benefits
Elizabeth Burton, Chief Investment Officer of the Hawaii Employees Retirement System (HIERS), discusses her management of the pension’s $21 billion in assets with DoubleLine’s Jeffrey Sherman, Deputy Chief Investment Officer, and Samuel Lau, Portfolio Manager. Among other issues, Ms. Burton ... Read More
S11 Ep 4S11 E4 FEG’s Greg Dowling Discusses OCIO Services, Markets and Macro
Gregory M. Dowling, Chief Investment Officer and Head of Research at FEG Investment Advisors, joins The Sherman Show. FEG is an independent investment consultant and provider of outsourced chief investment officer (OCIO) services to primarily nonprofit institutional clients throughout the ... Read More
S11 Ep 2S11 E2 Tony Robbins Points to the Keys to Fulfillment
Entrepreneur, author, philanthropist and world-famous life and business strategist Tony Robbins joins DoubleLine’s Jeffrey Sherman and Samuel Lau for a special edition of “The Sherman Show.” He is perhaps best known for his efforts to empower millions of people through ... Read More
S11 Ep 1S11 E1 Jim Reid Discusses a New Economic Orthodoxy Under QE
DoubleLine’s Jeffrey Sherman and Samuel Lau welcome highly rated and much awarded analyst Jim Reid, Deutsche Bank Global Head of Credit Strategy and Thematic Research, to “The Sherman Show,” recorded June 15, 2021. The inflation debate quickly takes center stage, ... Read More
S10 Ep 8S10 E8 Lori Heinel, Global CIO – State Street Global Advisors
Lori Heinel, global chief investment officer at State Street Global Advisors, joins this episode of “The Sherman Show” in a wide-ranging discussion of State Street’s tactical investment allocations, the evolution of institutional and retail investing, the place of commodities ... Read More
S10 Ep 7S10 E7 Louis Gave of Gavekal Research on the New Structural Bear and Bull Markets
Louis Gave, founding partner and CEO of @GavekalResearch, tells DoubleLine’s Jeffrey Sherman and Samuel Lau that the price shifts of three key assets is not a “dead-cat bounce” but “the start of a new trend” in markets that will require ... Read More
S10 Ep 6S10 E6 Larry McDonald Brings Together Inflation Risk, Yield Curve Control and Reconciliation
DoubleLine’s Jeffrey Sherman and Samuel Lau welcome political risk expert Lawrence McDonald, a New York Times bestselling author and regular contributor to CNBC, to “The Sherman Show.” Mr. McDonald is the creator of a finance and politics talk show on ... Read More
S10 Ep 5S10 E5 Alex Shahidi and Damien Bisserier Discuss Risk Parity Investing
Alex Shahidi and Damien Bisserier discuss risk parity versus equity-centric and “crystal-ball” investing, the hazards of the 60-40 stock-bond allocation, crypto as a diversifier to gold, the reasons to hold Treasuries even at today’s low yields, the lessons of financial ... Read More
S10 Ep 4S10 E4 Richard Bernstein Helps to Navigate the Noise
DoubleLine’s Jeffrey Sherman and Samuel Lau welcome Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, to “The Sherman Show,” recorded on Feb. 22, 2021. The discussion kicks off with a reference to Mr. Bernstein’s 2001 book, “Navigate ... Read More
S10 Ep 3S10 E3 Grant Williams on Bubbles, Power Struggles and Inflation
“The Sherman Show” guest Grant Williams brings his wide experience across asset classes and the world’s financial centers to this Feb. 8, 2021, episode with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Williams is a senior advisor to Matterhorn Asset ... Read More
S10 Ep 2S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities
Gerard Minack, founder of Minack Advisors, joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau to discuss his global macroeconomic outlook and asset allocations. With U.S. stocks at or near record valuations, Mr. Minack also observes ... Read More
S10 Ep 1S10 E1 Sherman, Lau and Mayberry: 2021 – Expectations and Risks
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and co-host Samuel Lau with Portfolio Manager Jeff Mayberry conduct a brief recap of markets in 2020, then they turn to market expectations for 2021, and market pricings as well as possible mis-pricings. ... Read More
S9 Ep 7S9 E7 Dr. Ben Hunt Immerses Us in Market Narratives, Fiat News and Jolts of Dopamine
DoubleLine Capital’s Jeffrey Sherman and Sam Lau welcome Dr. Ben Hunt, co-founder and chief investment officer of Second Foundation Partners, and creator of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. ... Read More
S9 Ep 6S9 E6 Schwab’s Liz Ann Sonders Talks Sentiment, Momentum and Smart “Dumb Money”
DoubleLine Capital’s Jeffrey Sherman and Samuel Lau welcome Charles Schwab Senior Vice President and Chief Investment Strategist Liz Ann Sonders to “The Sherman Show,” recorded on Dec. 10, 2020. Messrs. Sherman and Lau speak to Ms. Sonders about market momentum ... Read More
S9 Ep 5S9 E5 James Grant, Founder – Grant’s Interest Rate Observer
James Grant, founder of Grant’s Interest Rate Observer and author of the biography “Bagehot,” the life of times of the muse of modern central banking (published in 2019), returns to “The Sherman Show” to discuss, among other topics, paradoxical market ... Read More
S9 Ep 4S9 E4 Economist Ed Yardeni on Markets, Interest Rates and Fed Policy
Famed economist Ed Yardeni joins this episode of “The Sherman Show,” where he discusses, among other topics, the importance of monetary policy for stock and bond returns, the risks of the traditional 60-40 stock-bond allocation given the outlook for near-zero ... Read More
S9 Ep 3S9 E3 Anthony Scaramucci Endorses Mandatory Voting – and Joe Biden
DoubleLine Capital’s Jeffrey Sherman and Samuel Lau welcome back SkyBridge Founder and Co-Managing Partner Anthony Scaramucci and his trademark color and candor to “The Sherman Show,” recorded on Oct. 27, 2020. With one week to go before the Nov. ... Read More
S9 Ep 2SE9 E2 Ivy Zelman on the Single-Family and Multi-Family Housing Markets
Ivy Zelman, CEO and co-founder of Zelman & Associates, speaks with “The Sherman Show” hosts Jeffrey Sherman and Samuel Lau on the state of the multifamily and single-family housing markets and her outlooks for these asset classes. Founded in 2007, ... Read More
S9 Ep 1S9 E1 Ryan Simonetti on the Future of Workplace and Meeting Space
Ryan Simonetti, CEO and cofounder of Convene, joins “The Sherman Show” to discuss the future of commercial real estate, particularly in the office and hospitality sectors. Convene designs and services premium places to meet and work. Founded in 2009, Convene ... Read More
S8 Ep 23S8 E23 Katie Nixon Speaks Up for Empathetic Investment Advice
Veteran investment executive Katie Nixon joins Jeffrey Sherman and Samuel Lau on “The Sherman Show” to discuss the ways in which her client-facing background as a portfolio manager informs her work as a chief investment officer, how meeting a client’s ... Read More
S8 Ep 22S8 E22 Exuberant Talk About Irrational Behavior with Daniel Crosby
DoubleLine’s Jeffrey Sherman and Sam Lau welcome Daniel Crosby, a psychologist and behavioral finance expert, to “The Sherman Show” to discuss what roles education and experience play in investment decisions and how automation can counter an investor’s worst impulses. Mr. ... Read More
S8 Ep 21S8 E21 Danielle DiMartino Booth on the World in the Wake of COVID-19
In a tour d’horizon of markets, macro and monetary mavens, returning guest Danielle DiMartino Booth joins DoubleLine’s Jeffrey Sherman and Samuel Lau to survey the landscape post-COVID-19. This episode was recorded July 10, 2020. Ms. DiMartino Booth is CEO and ... Read More
S8 Ep 20S8 E20 Bob Brinker Joins Sherman Show as Special Guest
Bob Brinker, founder and publisher of the Marketimer Investment Letter, comes on The Sherman Show to discuss “Quantitative Easing Infinity” under Federal Reserve Chairman Jerome Powell, the consequences of a Biden versus Trump election victory for the federal deficit, “free ... Read More
S8 Ep 19S8 E19 Ed Hyman on COVID-19, Record Stimulus, MMT and a Positive “Perfect Storm”
Ed Hyman, Chairman of Evercore ISI and head of the firm’s Economic Research Team, shares with DoubleLine’s Jeffrey Sherman and Samuel Lau the macroeconomic insights he believes are most relevant to investors at this time. This episode of The Sherman ... Read More
S8 Ep 18S8 E18 Moody’s Analytics’ Mark Zandi Guests on The Sherman Show
Mark Zandi joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss, among other topics, if June’s recovery means an end to the recession, what shape the next federal fiscal package might take, the fallout from layoffs possibly spreading into higher-wage ... Read More
S8 Ep 17S8 E17 Elections Analyst Sean Trende Guests on The Sherman Show
Sean Trende joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss, among other topics, the use of aggregate polling to forecast election results, the challenges in creating accurate sample sizes in the era of the cellphone and internet, how personal ... Read More
S8 Ep 16S8 E16 Economist David Rosenberg Returns as Guest on The Sherman Show
David Rosenberg joins DoubleLine’s Jeffrey Sherman and Samuel Lau to share, among other topics, his view on the (dim) prospects for a sustained V-shaped recovery; his choice of indicators for how the economy is progressing; the 10-year divorce between the ... Read More
S8 Ep 15S8 E15 Risk-on Ruled for the Month of May
Sherman Show hosts Jeffrey Sherman and Sam Lau are joined by returning guest Jeff Mayberry as they try to assess how macroeconomic fundamentals stack up versus U.S. market prices. Among other issues in this June 3, 2020, discussion, Messrs. Sherman, ... Read More
S8 Ep 14S8 E14 Conference Board Economists van Ark and Lundh Discuss Their U.S. Forecasts
The Sherman Show hosts Jeffrey Sherman and Samuel Lau are joined by Bart van Ark and Erik Lundh, economists at The Conference Board, a leading non-profit think tank and economic forecaster. Dr. van Ark is Chief Economist and Executive Vice ... Read More
S8 Ep 13S8 E13 Touring the Treasury Market with Gregory Whiteley
Gregory Whiteley Tours the Treasury Market Gregory Whiteley, head of DoubleLine’s U.S. government debt team, delves into the strange new world of Treasury securities, a market today priced by quasi-permanent manipulation by the Federal Reserve rather than markets. Among other topics, ... Read More
S8 Ep 12S8 E12 What the CLO market can tell us about the state of corporate credit ft Joe Mezyk
After Samuel Lau and Jeffrey Sherman march through their mid-week macro-market-monetary menagerie, DoubleLine CLO analyst Joe Mezyk returns to the Sherman Show to discuss the state of the $750 billion market of collateralized loan obligations. In the wake of ... Read More
S8 Ep 11S8 E11 Global Economy, Policy Responses, and Global Markets with Bill Campbell
Bill Campbell on Global Bond Markets over the Near and Medium Term In this episode of the Sherman Show, recorded the morning of May 6, 2020, Sam Lau does the weekly macro and market update; then DoubleLine’s Bill Campbell ... Read More
S8 Ep 10S8 E10 Forbearance and Housing Market Implications ft Ken Shinoda
Ken Shinoda Joins This Week’s Market Round-Up with His Review of the Housing and Mortgage Sectors DoubleLine Portfolio Manager Ken Shinoda, appears as a guest on this episode of The Sherman Show to explain the state of the housing market and ... Read More
S8 Ep 9S8 E9 Talking WTI Crude Oil and Other Financial Market Mysteries ft. Jeff Mayberry
For these extraordinary times, The Sherman Show has been producing weekly reviews of the financial markets, macroeconomic data, fiscal actions by the U.S. government and monetary actions by the Federal Reserve. In this episode, recorded the morning of April 22, ... Read More
S8 Ep 8S8 E8 Securitized Credit in 2020 ft. Andrew Hsu
Andrew Hsu, a DoubleLine Portfolio Manager who trades and constructs portfolios from nearly all major sectors of the securitized asset universe, explains on The Sherman Show the basics of this market and its revisions in the wake of the present ... Read More
S8 Ep 7S8 E7 Market and Macro Update
In a discussion recorded the morning of April 8, 2020, Sherman Show co-hosts Jeffrey Sherman and Samuel along with returning guest Jeff Mayberry conduct a tour d’horizon of stocks, gold and bond markets and a review of the macroeconomic and ... Read More
S8 Ep 6S8 E6 Talking Markets with Jeff Mayberry
Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and Samuel Lau are stepping up the frequency of episodes of The Sherman Show to address the extraordinary changes in our post-COVID 19 world. In this episode, the co-hosts are joined ... Read More
S8 Ep 5S8 E5 Terry Savage, Finance Professional
Terry Savage, personal finance professional, nationally syndicated columnist and author of best-selling books, including The Savage Truth on Money, joins DoubleLine’s Jeffrey Sherman and Sam Lau on the Sherman Show. In this episode, recorded January 23, 2020, the Sherman Show ... Read More
S8 Ep 4S8 E4 Robert Stein, CEO – Astor Investment Mgmt
Rob Stein, Founder of Astor Investment Management, Discusses Macro and Markets on the Sherman Show Rob Stein, founder and CEO of Astor Investment Management, joins Sherman Show hosts Jeffrey Sherman and Samuel Lau in an interview recorded January 22, 2020 in ... Read More
S8 Ep 3S8 E3 James Bianco, President – Bianco Research
The Sherman Show Interviews James Bianco in Chicago Jim Bianco, a favorite guest of the Sherman Show, returns for another discussion with DoubleLine’s Jeffrey Sherman and Sam Lau. Among other topics, Mr. Bianco, president of Chicago-based Bianco Research, shares his insights ... Read More
S8 Ep 2S8 E2 David Rosenberg, Chief Economist – Rosenberg Research
David Rosenberg, widely regarded for his decades of original and insightful research on macroeconomic cycles and financial markets, joins DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode of the Sherman Show. Mr. Rosenberg is founder, chief economist and strategist ... Read More
S8 Ep 1S8 E1 – Talking Markets 2020
Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and portfolio managers Samuel Lau and Jeffrey Mayberry review the markets in 2019 and share their outlooks for 2020 on The Sherman Show. Among their ideas, Mr. Mayberry suggests U.S. stocks ... Read More
S7 Ep 5S7 E5 Stephanie Lang, CIO – Homrich Berg
Stephanie Lang, CFA, Principal and Chief Investment Officer at Homrich Berg Wealth Management, joins as guest on the Sherman Show. She discusses her firm’s use of fund of funds, the search for private assets offering a premium over public markets, ... Read More
S7 Ep 4S7 E4 Michael Ryan, CIO – UBS Wealth Management
Michael Ryan, Chief investment Officer, Americas, at UBS Wealth Management, joins DoubleLine’s Jeffrey Sherman and Samuel Lau on the Sherman Show. Among the topics Mr. Ryan discusses are the three critical functions of his role as CIO (helping to shape ... Read More
S7 Ep 3S7 E3 Wayne Wicker, SVP-CIO – Vantagepoint and ICMA-RC
Wayne Wicker, Senior Vice President and Chief Investment Officer for Vantagepoint Investment Advisors and ICMA-RC, is a guest on the Sherman Show. This is a new set of podcasts devoted to chief investment officers. The idea is to delve into ... Read More
S7 Ep 2S7 E2 Dr. Robert Shiller, Sterling Prof of Econ – Yale
Dr. Robert Shiller, Sterling Professor of Economics, Yale University, returns to the Sherman Show to discuss his latest research in behavioral finance and his new book, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events”. The podcast, hosted ... Read More
S7 Ep 1S7 E1 Chris Hyzy, CIO – Merrill and BofA Private Bank
Chris Hyzy, CIO of Merrill and Bank of America Private Bank, joins Jeffrey Sherman and Sam Lau on the Sherman Show. Mr. Hyzy discusses private banking, his team’s investment process, their approach to goals-based asset allocation, the management of risk, ... Read More
S6 Ep 8S6 E8 Raoul Pal, CEO – Real Vision, The Sherman Show
Raoul Pal, founder of Real Vision after retiring at age 36 from running one of the world’s largest hedge funds, joins DoubleLine’s Jeffrey Sherman and Sam Lau on The Sherman Show. Mr. Pal discusses his career as a hedge fund ... Read More
S6 Ep 7S6 E7 Joe Mezyk, CLO Analyst – DoubleLine, The Sherman Show
CLO analyst Joe Mezyk joins The Sherman Show to explain the $750 billion collateralized loan obligation market with DoubleLine’s Jeffrey Sherman and Samuel Lau. Their discussion starts by explaining floating-rate bank loans which form the collateral of CLOs and how ... Read More
S6 Ep 6S6 E6 Brendt Stallings, Portfolio Manager – DoubleLine, The Sherman Show
DoubleLine Capital portfolio manager Brendt Stallings joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Samuel Lau for a broad discussion of the U.S. equity market on The Sherman Show. Much of their discussion centers on the prospects ... Read More