The Sherman Show

Latest Episodes:

S8 E22 Exuberant Talk About Irrational Behavior with Daniel Crosby Jul 22, 2020

Show notes

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 E21 Danielle DiMartino Booth on the World in the Wake of COVID-19 Jul 15, 2020

Show notes

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 E20 Bob Brinker Joins Sherman Show as Special Guest Jul 09, 2020

Show notes

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 E19 Ed Hyman on COVID-19, Record Stimulus, MMT and a Positive “Perfect Storm” Jul 01, 2020

Show notes

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 E18 Moody’s Analytics’ Mark Zandi Guests on The Sherman Show Jun 26, 2020

Show notes

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 E17 Elections Analyst Sean Trende Guests on The Sherman Show Jun 19, 2020

Show notes

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 E16 Economist David Rosenberg Returns as Guest on The Sherman Show Jun 09, 2020

Show notes

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 E15 Risk-on Ruled for the Month of May Jun 04, 2020

Show notes

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 E14 Conference Board Economists van Ark and Lundh Discuss Their U.S. Forecasts May 29, 2020

Show notes

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 E13 Touring the Treasury Market with Gregory Whiteley May 20, 2020

Show notes

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected