Sherman Shares with Jeffrey Sherman

FEG Insight Bridge

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.
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1. Intro (00:00:00)

2. Episode overview (00:00:36)

3. The story behind the Sherman Show (00:01:19)

4. Jeffrey's favorite Sherman Show guests (00:03:24)

5. The connection between math and fixed income (00:05:13)

6. Pivoting from math to investing (00:10:04)

7. Getting young people excited about math (00:13:19)

8. The power of inflation (00:19:56)

9. Why duration matters (00:23:13)

10. The risk of recession (00:26:19)

11. Gauging the consumer from the structured space (00:35:39)

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

13. Jeffrey's hobbies, book recommendations, and information on the Sherman Show (00:50:53)