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

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"=======================Where to find Jeffrey Sherman=======================Jeffrey Sherman on Twitter - @ShermanShowPodJeffrey Sherman on The Sherman ShowDoubleLine Capital=======================Where to find the Raise Your Average crew:=======================ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on LinkedinAdvisorAnalyst.com

What this episode covers

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" ======================= Where to find Jeffrey Sherman ======================= Jeffrey Sherman on Twitter - @ShermanShowPod Jeffrey Sherman on The Sherman Show DoubleLine Capital ======================= Where to find the Raise Your Average crew: ======================= 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