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The Sherman Show

En podcast af: DoubleLine

DoubleLine, The Sherman Show

Our American listeners can also listen to The Sherman Show at our American site

146 Episoder

TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing
Udgivet 2023-09-14

TSS Episode 144: Wading Into the AI-Stirred Stock Froth
Udgivet 2023-08-10
TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
Udgivet 2023-07-14
TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
Udgivet 2023-06-22
TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
Udgivet 2023-06-08
TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration
Udgivet 2023-05-25
TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor
Udgivet 2023-05-11
TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt
Udgivet 2023-04-27
TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market
Udgivet 2023-04-13
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
Udgivet 2023-03-30
TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis
Udgivet 2023-03-16
TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors
Udgivet 2023-03-02
TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation
Udgivet 2023-02-17
TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup
Udgivet 2023-01-26
TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed
Udgivet 2023-01-19
TSS Episode 130: Other Way ’Round, Bro III
Udgivet 2023-01-05
TSS Episode 129: Other Way ’Round, Bro II
Udgivet 2022-12-08
TSS Episode 128: Other Way ’Round, Bro
Udgivet 2022-11-23
TSS Episode 127: Goldman Sachs’ Ashok Varadhan on Global Markets in a De-Leveraging World
Udgivet 2022-10-27
TSS Episode 126: Savant Wealth Management’s Philip Huber on Asset Allocation and Alternative Investments
Udgivet 2022-10-13

DoubleLine, The Sherman Show

146 Episoder

TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing

TSS Episode 144: Wading Into the AI-Stirred Stock Froth

TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook

TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction

TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration

TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor

TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt

TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market

TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models

TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis

TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors

TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation

TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup

TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed

TSS Episode 130: Other Way ’Round, Bro III

TSS Episode 129: Other Way ’Round, Bro II

TSS Episode 128: Other Way ’Round, Bro

TSS Episode 127: Goldman Sachs’ Ashok Varadhan on Global Markets in a De-Leveraging World

TSS Episode 126: Savant Wealth Management’s Philip Huber on Asset Allocation and Alternative Investments