The Sherman Show

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

DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More

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

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome J.P. Morgan Chief U.S. Economist Michael Feroli to The Sherman Show. Mr. Feroli kicks the episode off by recounting his educational transition from philosophy to finance and ... Read More

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

Morris Chen, head of DoubleLine’s Commercial Mortgage-Backed Securities (CMBS) and Commercial Real Estate Debt (CRE) team, on April 18, 2023, discusses the merits of his asset class with hosts Jeffrey Sherman and Samuel Lau. He describes CMBS-CRE both as a ... Read More

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

Ken Shinoda, who chairs DoubleLine’s Structured Products Committee and leads the firm’s non-Agency mortgage securities team, discusses his asset class and housing market outlook with Jeffrey Sherman and Samuel Lau on April 10.
Mr. Shinoda discusses his path in asset management, ... Read More

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

Jen Wing, Head of Asset Management at GeoWealth, a proprietary technology and turnkey asset management platform (TAMP) to registered investment advisors (RIAs), appears March 28, 2023, with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Sherman asks Ms. Wing (0:59) to ... Read More

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

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Fairlead Strategies Founder and Managing Partner Katie Stockton, the first technical analysis specialist to visit The Sherman Show. Ms. Stockton kicks off the show by recounting what ... Read More

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

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Ted Seides, founder of Capital Allocators, a podcast ecosystem that includes gatherings, and advisory to managers and allocators. The episode kicks off with Mr. Seides recounting how ... Read More

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

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome back Nancy Davis, Founder, Managing Partner and Chief Investment Officer of Quadratic Capital Management, to The Sherman Show. Messrs. Sherman and Lau, and Ms. Davis kick things ... Read More

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

DoubleLine Portfolio Manager Jeff Mayberry returns as a guest to share his market and macro outlooks for 2023 with DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau. Noting Mr. Mayberry gave his outlooks a year ago ... Read More

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

Charles Payne, financial author, Fox Business Network anchor and principal of independent research firm Wall Street Strategies, discusses with hosts Jeffrey Sherman and Samuel Lau his career, the power of financial literacy to change people’s lives, his approach to investing, ... Read More