Sinopsis
DoubleLine, The Sherman Show
Episodios
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TSS Episode 129: Other Way ’Round, Bro II
08/12/2022 Duración: 55minThe Sherman Show host Jeffrey Sherman, deputy CIO of DoubleLine, again plays the role of guest with a visit to FEG Insight Bridge and host Greg Dowling, head of research and CIO at FEG, an institutional investment consultant and OCIO ... Read More
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TSS Episode 128: Other Way ’Round, Bro
23/11/2022 Duración: 01h16minThe Sherman Show flips the script as DoubleLine Deputy CIO Jeffrey Sherman visits The Acid Capitalist podcast, where Hugh Hendry promotes iconoclastic thinking and interviews figures from the world of investment. The episode begins with Mr. Sherman discussing his career ... Read More
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TSS Episode 127: Goldman Sachs’ Ashok Varadhan on Global Markets in a De-Leveraging World
27/10/2022 Duración: 46minAshok Varadhan, Global Co-Head of the Global Markets Division, Goldman Sachs appears Oct. 17, 2022, on The Sherman Show with hosts Jeffrey Sherman and Samuel Lau. After discussing his career in markets (2:48), which began with the last protracted Federal ... Read More
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TSS Episode 126: Savant Wealth Management’s Philip Huber on Asset Allocation and Alternative Investments
13/10/2022 Duración: 53minPhilip Huber, Chief Investment Officer of the registered investment advisory firm Savant Wealth Management, discusses asset allocation and alternative investments on Sept. 13, 2022, with hosts Jeffrey Sherman and Samuel Lau. Mr. Huber is the author of “The Allocator’s Edge: ... Read More
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TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios
29/09/2022 Duración: 51minBarry Ritholtz, Chairman and Chief Investment Officer of Ritholtz Wealth Management, appears on The Sherman Show with hosts Jeffrey Sherman and Samuel Lau, live Sept. 13, 2022, at the Future Proof Wealth Festival in Huntington Beach. Among other issues, Mr. ... Read More
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TSS Episode 124: Sand Hill Global Advisors’ Brenda Vingiello on Managing Client Expectations
15/09/2022 Duración: 29minJeffrey Sherman and Sam Lau welcome Brenda Vingiello, chief investment officer at Silicon Valley-based wealth management firm Sand Hill Global Advisors, to the latest episode of The Sherman Show, recorded Sept. 13, 2022, during the Future Proof Wealth Festival in ... Read More
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TSS Episode 123: Masterworks’ Allen Sukholitsky on Adding Art to Your Portfolio
01/09/2022 Duración: 47minJeffrey Sherman and Sam Lau welcome Allen Sukholitsky, chief investment officer at art investment platform Masterworks, to DoubleLine’s The Sherman Show to discuss art as an asset class. Mr. Sukholitsky kicks off the discussion recounting how his background in researching ... Read More
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TSS Episode 122: VettaFi’s Todd Rosenbluth Discusses the $7 Trillion ETF Market
18/08/2022 Duración: 58minTodd Rosenbluth, head of research at VettaFi, an ETF data and analytics company, joins The Sherman Show on Aug. 11, 2022. The talk with hosts Jeffrey Sherman and Samuel Lau begins (1:13) with Mr. Rosenbluth discussing his career that progressively ... Read More
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TSS Episode 121: CIBC Asset Management’s David Wong Talks Manager Selection, Asset Allocation
04/08/2022 Duración: 48minDavid Wong, Managing Director and head of the Portfolio Solutions Group at Toronto- and Montreal-based CIBC Asset Management, appears Aug. 2, 2022, as a guest with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Among other topics, Mr. Wong discusses ... Read More
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TSS Episode 120: Lyn Alden on Allocating for an Inflationary Decade
25/07/2022 Duración: 52minLyn 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
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TSS Episode 119: Michael Green on Passive Momentum, Fed Puritanism and Rate-Inelastic Consumers
08/07/2022 Duración: 52minMichael 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
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S12 E10: Jane Street’s Ugo Egbunike on ETFs, and the Comforts and Benefits of Passive Investing
28/06/2022 Duración: 48minUgo 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
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S12 E9: Financial Data Scientist Michael Imerman on the Risks and Opportunities of Fintech
26/05/2022 Duración: 47minMichael 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
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S12 E8: Mapping Flows, Tracing Bottlenecks in Liquidity with Zoltan Pozsar
12/05/2022 Duración: 47minMacroeconomist 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
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S12 E7: Grayscale Global Head of ETFs Dave LaValle Discusses Crypto
28/04/2022 Duración: 46minDave 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
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S12 E6: Robert Cohen on Steering Corporate Credit Through a Transitioning Economy
14/04/2022 Duración: 45minRobert 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
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S12 E5: Investing in Chile, the Protests of 2019 and Drafting a Woke Constitution
31/03/2022 Duración: 01h32sDoubleLine’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
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S12 E4: Women in Investment Management, the Brussel Sprout Utility Sector and Fallen-Angel Bailouts
17/03/2022 Duración: 53minDoubleLine’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
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S12 SpE3: A Global Survey of Geopolitical Risk
03/03/2022 Duración: 59minThe 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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S12 E2: Citi’s Alexander Altmann on Fed Policy Hazards, Inflation and Equity Allocation
17/02/2022 Duración: 56minAlexander Altmann, Managing Director – Americas Head of Equity Trading Strategy, at Citi, joins The Sherman Show to discuss among other subjects his sanguine take on Federal Reserve plans to raise rates but his cautionary view on the risks surrounding ... Read More