The Sherman Show

Latest Episodes:

S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities Jan 28, 2021

Show notes

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 E1 Sherman, Lau and Mayberry: 2021 – Expectations and Risks Jan 14, 2021

Show notes

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 E7 Dr. Ben Hunt Immerses Us in Market Narratives, Fiat News and Jolts of Dopamine Dec 17, 2020

Show notes

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 E6 Schwab’s Liz Ann Sonders Talks Sentiment, Momentum and Smart “Dumb Money” Dec 11, 2020

Show notes

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 E5 James Grant, Founder – Grant’s Interest Rate Observer Nov 19, 2020

Show notes

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 E4 Economist Ed Yardeni on Markets, Interest Rates and Fed Policy Nov 12, 2020

Show notes

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 E3 Anthony Scaramucci Endorses Mandatory Voting – and Joe Biden Oct 29, 2020

Show notes

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

SE9 E2 Ivy Zelman on the Single-Family and Multi-Family Housing Markets Oct 15, 2020

Show notes

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 E1 Ryan Simonetti on the Future of Workplace and Meeting Space Oct 01, 2020

Show notes

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 E23 Katie Nixon Speaks Up for Empathetic Investment Advice Jul 31, 2020

Show notes

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

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