The Sherman Show

Latest Episodes:

TSS Episode 120: Lyn Alden on Allocating for an Inflationary Decade Jul 25, 2022

Show notes

Lyn Alden, founder of investment research firm Lyn Alden Investment Strategy, appears as a guest on The Sherman Show, recorded July 19, 2022, with Jeffrey Sherman and Samuel Lau. The hosts and Ms. Alden begin (0:51) with her career, which ... Read More

TSS Episode 119: Michael Green on Passive Momentum, Fed Puritanism and Rate-Inelastic Consumers Jul 08, 2022

Show notes

Michael Green, portfolio manager and chief strategist of Simplify Asset Management, joins DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode of The Sherman Show, recorded July 5, 2022. A student of market structure for more than 30 years, ... Read More

S12 E10: Jane Street’s Ugo Egbunike on ETFs, and the Comforts and Benefits of Passive Investing Jun 28, 2022

Show notes

Ugo Egbunike, a fixed income specialist at Jane Street, joins DoubleLine’s Jeffrey Sherman and Samuel Lau on The Sherman Show during the InsideETFs conference in Hollywood, Florida. Mr. Egbunike kicks the episode off by recounting his time as a Bowdoin ... Read More

S12 E9: Financial Data Scientist Michael Imerman on the Risks and Opportunities of Fintech May 26, 2022

Show notes

Michael Imerman, financial data scientist and associate professor of finance at Claremont Graduate University, appears May 9, 2022, on The Sherman Show as he winds down a sabbatical as a visiting scholar to the Federal Reserve Bank of San Francisco. ... Read More

S12 E8: Mapping Flows, Tracing Bottlenecks in Liquidity with Zoltan Pozsar May 12, 2022

Show notes

Macroeconomist Zoltan Pozsar, a Managing Director in the Investment Strategy and Research department at Credit Suisse, discusses with hosts Jeffrey Sherman and Samuel Lau, among other topics, the possibilities of “ugly versus beautiful” quantitative tightening by the Federal Reserve (13:18); ... Read More

S12 E7: Grayscale Global Head of ETFs Dave LaValle Discusses Crypto Apr 28, 2022

Show notes

Dave LaValle, Managing Director and Global Head of ETFs at Grayscale Investments, the largest crypto asset manager in the world, discusses the fast-evolving space of digital assets with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Mr. LaValle first ... Read More

S12 E6: Robert Cohen on Steering Corporate Credit Through a Transitioning Economy Apr 14, 2022

Show notes

Robert Cohen, Director of DoubleLine’s Global Developed Credit team, comes on The Sherman Show to share his views across corporate credit: the investment-grade and high-yield bonds and leveraged loans. As he tells hosts Jeffrey Sherman and Samuel Lau (1:50), ... Read More

S12 E5: Investing in Chile, the Protests of 2019 and Drafting a Woke Constitution Mar 31, 2022

Show notes

DoubleLine’s Jeffrey Sherman and Sam Lau welcome Dr. Robert Funk, a political analyst at GlobalSource Partners, an assistant professor of political science at the University of Chile, and a political risk consultant and partner at Andes Risk Group. Dr. ... Read More

S12 E4: Women in Investment Management, the Brussel Sprout Utility Sector and Fallen-Angel Bailouts Mar 17, 2022

Show notes

DoubleLine’s Jeffrey Sherman and Sam Lau welcome Ellen Carr, principal and high yield portfolio manager at majority-women-owned Barksdale Investment Management and adjunct professor of finance at Columbia Business School, to discuss her book on the lack of women in investment ... Read More

S12 SpE3: A Global Survey of Geopolitical Risk Mar 03, 2022

Show notes

The world today is challenging many of the foundations of a status quo that have stood since the end of World War II in 1945 and the fall of the Soviet Union at the end of 1991. DoubleLine Deputy Chief ... Read More

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