The Sherman Show

S12 E2: Citi’s Alexander Altmann on Fed Policy Hazards, Inflation and Equity Allocation

Alexander Altmann, Managing Director – Americas Head of Equity Trading Strategy, at Citi, joins The Sherman Show to discuss among other subjects his sanguine take on Federal Reserve plans to raise rates but his cautionary view on the risks surrounding ... Read More

S12 E1: Outlook for 2022 – Stocks, Bonds, Rates, Macro and Global Allocations

After a review of January market returns, co-hosts Jeffrey Sherman and Samuel Lau are joined by fellow DoubleLine portfolio manager Jeff Mayberry to discuss their outlooks for securities and ideas on asset allocation for 2022. Mr. Mayberry foresees a relatively ... Read More

S11 E14: Jared Dillian on Investor Sentiment and Market Volatility, the Theory of Constraints and The Awesome Portfolio

DoubleLine’s Jeffrey Sherman and Sam Lau welcome Jared Dillian, editor of The Daily Dirtnap market newsletter, investment strategist at Mauldin Economics, podcaster (Be Smart) and DJ (DJ Stochastic), for Mr. Dillian’s take on today’s markets and his thoughts on ... Read More

S11 E13: Dr. Ed Yardeni on Profits, Productivity and the Pragmatic Powell Pivot

Dr. Ed Yardeni, economist and President of Yardeni Research, discusses his new book “In Praise of Profits,” the pivot by Jerome Powell from healing unemployment to fighting inflation, his near-term outlooks on economic growth and inflation (28:52), his bullish case ... Read More

S11 E12: Cleo Capital’s Sarah Kunst on Navigating Today’s Venture Capital Environment

Sarah Kunst, Managing Director at Cleo Capital, an early-stage venture capital fund, joins the Sherman Show to discuss among other topics her career, her approach to researching prospective start-up companies for investment, the tech-driven compression of business life cycles ... Read More

S11 E11: Matt Hougan on Minor League Origins, the Present and Future of Crypto, and a Three-Minute Crypto Primer

DoubleLine’s Jeffrey Sherman and Sam Lau welcome Bitwise Chief Investment Officer Matt Hougan for a deep dive into crypto investing. Messrs. Sherman, Lau and Hougan discuss why indexing is good in the crypto world (6:28), why crypto deserves a ... Read More

S11 E10: Lord Abbett’s Steven Rocco on Investing the C’s

Steven Rocco, Co-Head of Taxable Fixed Income at Lord Abbett and Lead Portfolio Manager for the firm’s High Yield and Multi Sector fixed income strategies, discusses his positioning for a base case: in the absence of another show-stopping COVID-19 variant ... Read More

S11 E9: Yaya J. Fanusie on Crypto Cheerleading, Digital Asset Due Diligence and CBDC Trailblazer China

DoubleLine’s Jeffrey Sherman and Sam Lau welcome Cryptocurrency AML Strategies founder Yaya J. Fanusie, an adjunct senior fellow at the Center for a New American Security who early in his career gave up the high-stress job of high school math ... Read More

S11 E8: Goldman Sachs’ David J. Kostin on Profit Margins, Duration and ESG

DoubleLine’s Jeffrey Sherman and Sam Lau welcome David J. Kostin, chief U.S. equity strategist at Goldman Sachs, to talk about the dramatic comeback of profit margins (2:34), the impact of duration on investing (5:08), the demand and supply for equities ... Read More

S11 E7: Dr. Bob on “Woking Up” Corporations, Global Growth and a Bit of Baseball

Bob Froehlich, owner of the Kane County (Illinois) Cougars minor league ball club and a veteran observer of macro and markets, discusses with co-hosts Jeffrey Sherman and Samuel Lau, among other ideas, his favorable 12-to-18-month outlook for global growth ... Read More