Jeffrey Gundlach

Coreweave has to pay personal loan rates to borrow money.

Jeffrey Sherman: Throw Away the Post-GFC Playbook | Insightful Investor Podcast

[music] Welcome to the Insightful Investor podcast, a weekly series that seeks to share industry, investment, and market insights. Learn more about our show at insightfulinvestor.org. [music] I'm excited to have Jeffrey Sherman joining us today live in our podcast studio in Los Angeles. Jeffrey is the deputy CIO of Doubleline Capital, which manages about $97 billion as of the end of June. Jeff, thanks for joining us today. >> Yeah, great to be here in a beautiful office and congratulations on the new move. >> Uh before we jump into Outlook, I want to ask you just a few questions about background to set the stage. What experiences most influen…

A Fête Sans Tech

[music] >> Good morning, everyone. Welcome to this week's episode of Double Line Minutes. I'm Eric Dahl, here with Mark Kimbrough. >> Hey, hey. >> It's shortly after 10:00 a.m. Pacific, Friday, October 9th, 2026. Hopefully, all the listeners are getting uh a good taste of fall. We here in Southern California are looking forward to fall. It's been a long summer, but it looks like uh fall is about to begin. So, with that >> Relief on the horizon. >> Yes. Relief on the horizon. With that, we will jump into where we are and what's transpired this week in the global markets. The US equity market had a positive week, up a little over 1% on the week…

Jeffrey Gundlach with Dave Rosenberg: The Hollow Tree

So you know um we were talking earlier the two of us and uh I had said that uh I don't remember uh really being this confused uh and in such a period of heightened uncertainty uh since I was at Mel back during the financial crisis and I'm not predicting that we're going to have a financial crisis but maybe you can't really rule it out either uh cuz nothing looks too stable right now and I'm of the view that when problems hit the Treasury market uh they don't stay confined in the Treasury market and I'm absolutely amazed and actually it was uh an article that showed up on the front page of the Wall Street Journal yesterday talking about how gr…

Bondmageddon: Don’t Fight the Curve

[music] Hi and welcome back to channel 11. I'm your host Ken Shenoda. Today's Tuesday, October 6. Title of today's show is bond mageddon because we've had a pretty ugly bond market out there. It's been somewhat of a bloodbath, especially in longer duration bonds. Let's start off with the land of gains. Equities making a new high here or looks like a new high 7831. a lot of 8,000 calls out there from the street. We'll see if we get there by the end of the year. It's been narrow breath though. It's uh basically a few names taking us up there. Here we can see year to date um energy infoch momentum still leading the way growth. Pretty solid retur…

“Trump Says Inflation Will Pay Off the $40 Trillion Debt Very Rapidly.”

Jeffrey Gundlach: The Fed’s Waterbed Problem | UBS On-Air

[music] >> Hi everyone, Dan Cassidy here. Welcome back to the UBS Market Moves podcast channel. Today, we are excited to feature the annual back to school on the markets conversation with Jeffrey Gundlach of DoubleLine Capital. Leading today's conversation from UBS is Solita Marcelli, global head of investment management. Solita, I'll pass it off to you. >> Good morning, Dan. Thank you so much. And hello everybody. I'm very pleased to be here today with Jeffrey Gundlach, who's the founder, CEO, and CIO of DoubleLine. I don't think Jeffrey needs much of an intro, given he's been one of the most influential thought leaders in the industry for y…

So you want to “tax the rich”, do ya? The LA “Mansion Tax” in its first 3 years has resulted in: * a revenue DECREASE of $452 million * 9100 new home constructions blocked (1000 of which were “affordable housing”) * 16,650 full time construction jobs lost

Paramount floated the largest high yield bond offering in history this week, and the bonds sold off immediately in trading afterwards. This is not a sign of a strong market.

French President Macron’s approval rating is now at 18%, the lowest in French recorded history.

Those betting against “the house” keep winning.

Hey Bills management: can you please eliminate today’s “alturnover” uniforms forever? Exactly nobody likes them. And did I hear right that there wasn’t even a Buffalo on them?

The chart of the 30 Year UST yield over the past 25 years is must viewing.

The Fed dual mandate is shifting. Used to be “low inflation and full employment”. The latter is now taken as a given in Fed comments. Dual mandate will shift to “low inflation and interest expense management”, though the two of them will always be in tension.

The 30 Year UST yield touched 5.50% today.

The Fed did the micro hike one week ago and UST long rates fell….at first. Now they are at the high of the year and very nearly the high of the past two decades.

The 30 year UST yield is right back to where it was just before the micro hike on Wednesday.

The 2 year UST yield is now 15 bp above where it was just before the micro hike on Wednesday.

Godspeed Rick Santelli. Congratulations on a great career.

I doubt the Bills would have won today if McDermott was still the coach.

Bessent: “I am the house now. Bet against the house if you want.” They’re betting against the house.

UST yields at new highs for the year all across the curve. Including the 30 year.

The 2, 5 and 10 year UST yields have reached YTD highs. The 30 year UST yield has not.

Say the Feds succeed at thwarting a potentially deadly terrorist plot. I doubt a defense of “no one has been harmed, and no one claims to have been harmed” would even be attempted.

Fascinating that Kevin Warsh opened his Jackson Hole remarks talking about “hikes”.

Major private equity/credit firm obfuscated its affiliated transactions and leaned heavily on suspicious ratings issued by a single rating agency. That agency rated 3200 deals in a year with a staff of 25 analysts. Deal documents are hundreds of pages.

My father was born this day in 1925 in Ebenezer New York. I miss you Dad. Go Bills.

The U.S. National debt officially surpassed $40 Trillion yesterday. Today the Treasury department announced a doubling of periodic purchases of long term U.S. Treasury bonds.

It is said noone “rings a bell” at risk market tops, but there are declarations of “new asset classes involving ‘financial innovation’ abetted by questionable ratings” to watch out for.

Now looking like the U.S. National Debt will surpass $40 Trillion by Labor Day.