The Sherman Show

S8 E2 David Rosenberg, Chief Economist – Rosenberg Research

David Rosenberg, widely regarded for his decades of original and insightful research on macroeconomic cycles and financial markets, joins DoubleLine’s Jeffrey Sherman and Samuel Lau in this episode of the Sherman Show. Mr. Rosenberg is founder, chief economist and strategist ... Read More

S8 E1 – Talking Markets 2020

Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital, and portfolio managers Samuel Lau and Jeffrey Mayberry review the markets in 2019 and share their outlooks for 2020 on The Sherman Show. Among their ideas, Mr. Mayberry suggests U.S. stocks ... Read More

S7 E5 Stephanie Lang, CIO – Homrich Berg

Stephanie Lang, CFA, Principal and Chief Investment Officer at Homrich Berg Wealth Management, joins as guest on the Sherman Show. She discusses her firm’s use of fund of funds, the search for private assets offering a premium over public markets, ... Read More

S7 E4 Michael Ryan, CIO – UBS Wealth Management

Michael Ryan, Chief investment Officer, Americas, at UBS Wealth Management, joins DoubleLine’s Jeffrey Sherman and Samuel Lau on the Sherman Show. Among the topics Mr. Ryan discusses are the three critical functions of his role as CIO (helping to shape ... Read More

S7 E3 Wayne Wicker, SVP-CIO – Vantagepoint and ICMA-RC

Wayne Wicker, Senior Vice President and Chief Investment Officer for Vantagepoint Investment Advisors and ICMA-RC, is a guest on the Sherman Show. This is a new set of podcasts devoted to chief investment officers. The idea is to delve into ... Read More

S7 E2 Dr. Robert Shiller, Sterling Prof of Econ – Yale

Dr. Robert Shiller, Sterling Professor of Economics, Yale University, returns to the Sherman Show to discuss his latest research in behavioral finance and his new book, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events”. The podcast, hosted ... Read More

S7 E1 Chris Hyzy, CIO – Merrill and BofA Private Bank

Chris Hyzy, CIO of Merrill and Bank of America Private Bank, joins Jeffrey Sherman and Sam Lau on the Sherman Show. Mr. Hyzy discusses private banking, his team’s investment process, their approach to goals-based asset allocation, the management of risk, ... Read More

S6 E8 Raoul Pal, CEO – Real Vision, The Sherman Show

Raoul Pal, founder of Real Vision after retiring at age 36 from running one of the world’s largest hedge funds, joins DoubleLine’s Jeffrey Sherman and Sam Lau on The Sherman Show. Mr. Pal discusses his career as a hedge fund ... Read More

S6 E7 Joe Mezyk, CLO Analyst – DoubleLine, The Sherman Show

CLO analyst Joe Mezyk joins The Sherman Show to explain the $750 billion collateralized loan obligation market with DoubleLine’s Jeffrey Sherman and Samuel Lau. Their discussion starts by explaining floating-rate bank loans which form the collateral of CLOs and how ... Read More

S6 E6 Brendt Stallings, Portfolio Manager – DoubleLine, The Sherman Show

DoubleLine Capital portfolio manager Brendt Stallings joins DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and portfolio manager Samuel Lau for a broad discussion of the U.S. equity market on The Sherman Show. Much of their discussion centers on the prospects ... Read More