Скачать или смотреть Jeffrey Sherman on Yahoo Finance Opening Bid Podcast

In the latest episode of the “Opening Bid” podcast with Yahoo Finance Executive Editor Brian Sozzi, DoubleLine Deputy CIO Jeffrey Sherman discusses the current state of the financial markets, emphasizing the impact of recent economic uncertainty and policy changes, prompting the firm to review its risk positioning. Mr. Sherman explains DoubleLine’s strategic approach to managing over $90 billion in assets, highlighting the firm’s focus on fixed income investments and active management. He delves into the implications of rising interest rates, the ongoing trade war and potential tax policies, offering insights into how these factors influence investment decisions and market stability. Mr. Sherman also shares his perspective on the Federal Reserve’s independence and the potential for a bond market revolt, providing guidance for investors navigating today’s volatile environment. Recorded April 29, 2025.

00:00 - Introduction and Overview of DoubleLine
00:32 - Current Market Conditions and DoubleLine's Strategy
01:59 - Impact of Liberation Day and Market Adjustments
06:03 - Interest Rates and Economic Implications
10:59 - Potential Bond Market Crisis
14:41 - Federal Reserve Independence and Future Leadership
19:19 - Investment Strategies and Curve Steepener Trade