FEG Bridge Insight with Jeffrey Sherman

Deputy Chief Investment Officer of DoubleLine and former senior vice president at TCW, Jeffrey Sherman has over two decades of experience in the fixed income investment space and the credentials to match. He is also the host of The Sherman Show, a podcast highlighting DoubleLine’s take on the current markets as well as those of distinguished guests.

In this episode of the Insight Bridge, Jeffrey sits down with Greg to discuss the current path of inflation, the exogenous factors that could impact the U.S. economy, the value of duration, and how to attract young people to STEM fields. Jeffrey shares his optimism on the current market trajectory and points out that there are always winners in any market environment, as long as you know how to find them.

Chapters

00:00:00 Intro

00:00:36 Episode overview

00:01:19 The story behind the Sherman Show

00:03:24 Jeffrey’s favorite Sherman Show guests

00:05:13 The connection between math and fixed income

00:10:04 Pivoting from math to investing

00:13:19 Getting young people excited about math

00:19:56 The power of inflation

00:23:13 Why duration matters

00:26:19 The risk of recession

00:35:39 Gauging the consumer from the structured space

00:39:50 Exogenous factors impacting the U.S. economy

00:50:53 Jeffrey’s hobbies, book recommendations, and information on the Sherman Show

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.