Jeffrey Gundlach

Jeffrey Gundlach, the founder and CEO of DoubleLine Capital, shares his expert insights on the shifting economic landscape. He discusses the impact of rising interest rates and inflation on investment strategies. Gundlach emphasizes the need for portfolio diversification amid increasing national debt. He critiques current fiscal policies, arguing for reform to better serve future generations. The conversation also touches on the emotional aspects of investing and the risks associated with market trends, including the dominance of major stocks.

George Gammon, a real estate expert and macroeconomist, offers a deep dive into how COVID-19 has reshaped American real estate and infrastructure. He discusses urban migration trends and challenges faced by colleges. Billionaire investor Ray Dalio critiques the limitations of central banking policies and emphasizes strategic positioning for investors. Meanwhile, Jeff Gundlach shares insights on the potential for a V-shaped economic recovery, exploring the balance between risk and opportunity in today's financial landscape.

Jeffrey Gundlach, CEO of Double Line Capital, shares his expert take on the Federal Reserve's latest meeting and its implications for the bond market. He delves into rising inflation and economic forecasts, providing strategic insights for investors. Steve Leisman adds depth with updates on market reactions and economic uncertainties, including concerns around oil prices and military actions in the Middle East. Together, they navigate the complexities of interest rates and the evolving landscape of economic policy.

In this engaging conversation, Jeffrey Gundlach, CEO of DoubleLine Capital and a renowned expert in fixed income, shares his critical views on America's unsustainable debt and its implications for long-term US Treasuries. He discusses the evolving dynamics of investment strategies, including the rise of gold and private credit's complexities. Gundlach also highlights the potential of India as a long-term investment opportunity, cautioning on the current excitement surrounding AI technologies and the risks of market instability.

Join Jeffrey Gundlach, CEO and founder of DoubleLine Capital, as he unpacks the intricacies of market volatility and the challenges of deleveraging in today’s economic climate. Eamon Javers, a White House correspondent, updates listeners on shifting tariffs and their potential impacts on U.S. trade relations, particularly with Japan and Israel. The conversation covers insights into credit markets, rising high yield spreads, and the implications of military strategies on economic policies. It’s a deep dive into the urgent financial realities shaping today's market landscape.