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The Sherman Show | Wave AI Podcast Notes
The Sherman Show
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
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12 episodes
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Episodes
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Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)
01:00:20
5/16/2024
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TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
01:15:18
1/25/2024
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TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
00:55:23
11/30/2023
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TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs
00:51:57
10/26/2023
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TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors
00:46:26
9/28/2023
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TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing
01:00:47
9/14/2023
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TSS Episode 144: Wading Into the AI-Stirred Stock Froth
00:57:16
8/10/2023
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TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
01:08:58
7/14/2023
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TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
00:49:51
6/22/2023
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TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
00:46:45
6/8/2023
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