Відео

DoubleLine Deputy CIO Jeffrey Sherman joins CNBC’s “Money Movers” to talk mixed macro data, the inflation outlook, French elections and U.S. debt. Originally aired June 27, 2024.

In his June 11, 2024, webcast “1968,” DoubleLine Founder and CEO Jeffrey Gundlach likens that year of civil strife, labor strikes, political violence and war to today’s “multiplication of tensions around the world.” He begins with a retrospective (1:12) of milestone events in 1968. After that backdrop, Mr. Gundlach begins a broad review of macroeconomic and financial market readings, including ...

DoubleLine CEO-CIO Jeffrey Gundlach reacts to the Federal Reserve’s decision to leave interest rates alone and reviews Fed Chair Jerome H. Powell’s post-FOMC meeting press conference with @ScottWapnerCNBC, a guest at DoubleLine’s downtown L.A. office. The two discuss what Mr. Gundlach describes as a “remarkably vague” Q&A session with Chair Powell, and they cover subjects including the possibil...

DoubleLine Global Bond Portfolio Manager Bill Campbell moderates a June 6, 2024, discussion with fellow Portfolio Manager Valerie Ho and Sovereign Analyst Nicholas Engler on the national elections recently held in India, Mexico and South Africa. Among the topics covered: (0:57) Valerie Ho’s views on the surprising loss of the ruling Bharatiya Janata Party’s congressional majority. India Prime M...

Ken Shinoda, Portfolio Manager at DoubleLine Capital and Chairman of the firm’s Structured Products Committee, takes a look back at May market performance and macro news in what was a good month for bonds and stocks. Mr. Shinoda begins with a look at the rally in U.S. Treasury yields including a breakdown of the different data points that drove rates (1:57). He goes on to review some of the tai...

DoubleLine’s Jeffrey Sherman welcomes Rick Caruso, founder and executive chairman of real estate developer Caruso Co. and 2022 mayoral candidate, to the firm’s downtown L.A. office on May 9, 2024, for a discussion on the state of commercial real estate (CRE), how to revive downtown, and Mr. Caruso’s philanthropy and work for city government, among other topics. Mr. Caruso kicks things off by re...

DoubleLine Deputy CIO Jeffrey Sherman visits Fox Business News’ Charles Payne to talk recession prospects in 2024, the long-term M2 trend and the outlook for summer Fed rate cuts. Originally Aired May 22, 2024.

DoubleLine Capital Founder and CEO Jeffrey Gundlach speaks May 20 with FOX Business Network anchor Maria Bartiromo on his outlook for the Federal Reserve’s monetary policy path, including “a little bit greater chance of two rate cuts” in 2024 (0:17), his expectation of recession starting if not this year, then in 2025, and the presidential election. Highlights: 0:49 - Components within the Cons...

Portfolio Manager Sam Garza hosts this DoubleLine macro talk with CEO-CIO Jeffrey Gundlach that begins with Mr. Gundlach recounting how an episode of “Lifestyles of the Rich and Famous” sparked his investment career. In the macro portion of this webcast, Mr. Gundlach discusses how analysts in 2023 misforecast the most expected recession ever (10:40), why when the recession does arrive it will b...

Joel Peña de DoubleLine Capital discute las perspectivas macroeconómicas de la firma en torno a tasas de interés, inflación, y empleo para 2024 y más allá. DoubleLine Capital's Joel Peña discusses the firm's macroeconomic views on rates, inflation, and employment for 2024 and beyond.

DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Jeffrey Mayberry welcome back David Zervos, Chief Market Strategist for Jefferies and Head of the Global Macro Division of Leucadia Asset Management. The last time Mr. Zervos was on in May 2019, he discussed Federal Reserve Chair Jerome H. Powell’s tenure in harsh terms, so this episode kicks off with what’s changed with Chair Powell, ...

Ken Shinoda, Portfolio Manager at DoubleLine Capital and Chairman of the firm’s Structured Products Committee, reviews April performance in the markets and macro activity in the latest episode of Channel 11, “Tranquilo.” The name references the calming effect that the dovish tone struck at the FOMC meeting at the end of April seems to be having on the markets at the beginning of May. But in the...

In this episode of Perspectives: Balancing the Scales, recorded April 18, 2024, DoubleLine Product Specialist Corey Clermont chats with Portfolio Manager Samuel Lau on the differences and benefits of investing in equal-weight versus market capitalization-weighted indices. Mr. Lau highlights the heavy concentration in top names within the S&P 500 Index and the influence of momentum factors on pe...

Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine, following Fed Day and the FOMC statement emphasizes the importance of consumer spending and suggests the Fed maintains its position due to a stable economy. On bond market strategies, he anticipates yield increases, suggesting a diversified portfolio with selective credit exposure to earn carry and benefit from potential bond ralli...

DoubleLine CEO Jeffrey Gundlach, in a live interview filmed on May 1, 2024, following the FOMC release, responded to the Federal Reserve's dovish stance on rate hikes by expressing concerns about potentially underestimated inflation rates due to excluding core components. Despite market optimism post-meeting, Gundlach remains cautious about prolonged inflation levels. He recommended investments...

Ken Shinoda Bloomberg TV: Fed Day

Disinflation? Reflation? Bonds for Both.

Channel 11: The Land of Gains

Jeffrey Gundlach on X Spaces: FOMC Reaction

Ken Shinoda on Bloomberg TV: FOMC Reaction

Jeffrey Gundlach’s Macro and Market Update: Cave People

Channel 11: Good Times Bad Times

Jeffrey Gundlach Macro Insights

Ken Shinoda on Mic'd Up! with ICM

Trimestral de Mercados - Perspectivas para 2024

Jeffrey Gundlach on CNBC's Closing Bell

Tercer Trimestre 2023 - Resumen Trimestral de Mercados

The Goldilocks Economy: How Long Can it Last with Jeff Sherman of DoubleLine Capital

Morris Chen Chats CRE on Fox Business

EM Opportunities Amid Risky Geopolitics