The Sherman Show

Latest Episodes:

Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150) May 16, 2024

Show notes

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, ... Read More

TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot Jan 25, 2024

Show notes

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

TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization Nov 30, 2023

Show notes

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

TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs Oct 26, 2023

Show notes

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 Deputy Chief Investment Officer Jeffrey Sherman and Macro Asset Allocation ... Read More

TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors Sep 28, 2023

Show notes

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 DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode recorded Sept. ... Read More

TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing Sep 14, 2023

Show notes

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 them, the role of AI in his platform, and his take on ... Read More

TSS Episode 144: Wading Into the AI-Stirred Stock Froth Aug 10, 2023

Show notes

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 recent branding shift from Lockwood Advisors to BNY Mellon ... Read More

TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook Jul 14, 2023

Show notes

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 second half of the year. Jeff Mayberry gets ... Read More

TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle Jun 22, 2023

Show notes

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 stage of the economic and credit cycles. He speaks June ... Read More

TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction Jun 08, 2023

Show notes

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 and investment strategies, and the strategic and tactical dimensions of building portfolios to ... Read More

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