Masters in Business Jeffrey Sherman on a Mathematician's Journey Into Finance
May 30, 2024
Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine Capital, discusses his journey from mathematics to finance, navigating excess savings, fiscal stimulus impact, consumer sentiment trends, challenges in the bond market, sector rotation strategies, and psychology in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Journey from Mathematics to Finance
02:59 • 19min
Navigating Excess Savings and Monetary Expansion
22:18 • 5min
Analysis of the Impact of Fiscal Stimulus on Monetary Policy Shift
27:41 • 2min
Consumer Sentiment and Economic Factors
29:16 • 18min
Navigating Uncharted Waters in the Bond Market and Financial History
47:34 • 3min
Bond Market Performance and Economic Factors
50:28 • 16min
Exploring Sector Rotation and Valuation in Fund Management
01:06:46 • 3min
Exploring Finance, Psychology, and Perspectives in Investing
01:09:34 • 10min
Exploring the Dynamics of Trades and Market Expressions
01:19:18 • 2min