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Insight is Capital™ Podcast

Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?

Apr 25, 2023
01:09:48

In this episode we get into an insight-filled conversation about the current state of the markets and economy and analyze the potential risks and opportunities on the horizon with Jeffrey Sherman, Deputy CIO, DoubleLine Capital.

Timestamped Highlights

[00:07:52] Bond Market Reacts to Economic Slowdown and Banking Crisis

[00:14:32] "Regional banks face loan cost hikes and credit contraction"

[00:21:06] Banking Crisis Causing Recession Watch to Rise

[00:28:16] "Commodities may be key to combating inflation"

[00:32:49] "Banks brace for coming regulations amid pandemic"

[00:42:21] "Bank Liquidity and Outflows: Understanding the System"

[00:49:39] "The Crisis of Confidence: Crypto and Tech Markets"

[00:58:19] "Credit Suisse's Risky Business: Warnings Ignored"

[01:00:48] The downfall of Credit Suisse: Privacy and Market Punishment.

[01:03:42] "Managing Risk and the Fragile Economy: Insights"

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Where to find Jeffrey Sherman

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Jeffrey Sherman on Twitter - @ShermanShowPod

Jeffrey Sherman on The Sherman Show

DoubleLine Capital

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Where to find the Raise Your Average crew:

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ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

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