The Sherman Show show

The Sherman Show

Summary: DoubleLine, The Sherman Show

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 S10 E6 Larry McDonald Brings Together Inflation Risk, Yield Curve Control and Reconciliation | File Type: audio/mpeg | Duration: 53:32

DoubleLine’s Jeffrey Sherman and Samuel Lau welcome political risk expert Lawrence McDonald, a New York Times bestselling author and regular contributor to CNBC, to “The Sherman Show.” Mr. McDonald is the creator of a finance and politics talk show on ... Read More

 S10 E5 Alex Shahidi and Damien Bisserier Discuss Risk Parity Investing | File Type: audio/mpeg | Duration: 46:21

Alex Shahidi and Damien Bisserier discuss risk parity versus equity-centric and “crystal-ball” investing, the hazards of the 60-40 stock-bond allocation, crypto as a diversifier to gold, the reasons to hold Treasuries even at today’s low yields, the lessons of financial ... Read More

 S10 E4 Richard Bernstein Helps to Navigate the Noise | File Type: audio/mpeg | Duration: 51:45

DoubleLine’s Jeffrey Sherman and Samuel Lau welcome Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, to “The Sherman Show,” recorded on Feb. 22, 2021. The discussion kicks off with a reference to Mr. Bernstein’s 2001 book, “Navigate ... Read More

 S10 E3 Grant Williams on Bubbles, Power Struggles and Inflation | File Type: audio/mpeg | Duration: 57:20

“The Sherman Show” guest Grant Williams brings his wide experience across asset classes and the world’s financial centers to this Feb. 8, 2021, episode with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Williams is a senior advisor to Matterhorn Asset ... Read More

 S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities | File Type: audio/mpeg | Duration: 52:44

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 | File Type: audio/mpeg | Duration: 57:05

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 | File Type: audio/mpeg | Duration: 59:35

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” | File Type: audio/mpeg | Duration: 48:34

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 | File Type: audio/mpeg | Duration: 49:35

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 | File Type: audio/mpeg | Duration: 42:45

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 | File Type: audio/mpeg | Duration: 59:51

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 | File Type: audio/mpeg | Duration: 48:15

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 | File Type: audio/mpeg | Duration: 45:15

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 | File Type: audio/mpeg | Duration: 56:44

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

 S8 E22 Exuberant Talk About Irrational Behavior with Daniel Crosby | File Type: audio/mpeg | Duration: 52:11

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


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