Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion. Jeffrey oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies.
In today’s episode, Jeffrey shares how he views the investment landscape as we kick off a new year. He touches on inflation, interest rates, and whether or not he expects a Fed pivot. He also shares where he sees opportunity in the market today, specifically in the credit markets.
Our co-hosts today are Steve Curley, CFA, and Colby Donovan, CFA. Please enjoy the episode.
Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Dr. Meir Statman – A Diversified Measure of Wealth
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
Vikram Mansharamani on Developments to Watch Over the Next Five Years
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)
Aswath Damodaran: Unmasking ESG
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
Peter Atwater – Diversifying by Sentiment
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework
NewEdge Wealth’s Cameron Dawson on the State of the Markets
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
David Berns & Mike Taylor, Simplify: Finance for a Cure
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast