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