All Episodes
The Sherman Show — 100 episodes
Jefferies’ David Zervos on Evolution of the Fed Put and Jay Powell’s Learning Curve (E150)
TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs
TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors
TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing
TSS Episode 144: Wading Into the AI-Stirred Stock Froth
TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration
TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor
TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt
TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis
TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors
TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation
TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup
TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed
TSS Episode 130: Other Way ’Round, Bro III
TSS Episode 129: Other Way ’Round, Bro II
TSS Episode 128: Other Way ’Round, Bro
TSS Episode 127: Goldman Sachs’ Ashok Varadhan on Global Markets in a De-Leveraging World
TSS Episode 126: Savant Wealth Management’s Philip Huber on Asset Allocation and Alternative Investments
TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios
TSS Episode 124: Sand Hill Global Advisors’ Brenda Vingiello on Managing Client Expectations
TSS Episode 123: Masterworks’ Allen Sukholitsky on Adding Art to Your Portfolio
TSS Episode 122: VettaFi’s Todd Rosenbluth Discusses the $7 Trillion ETF Market
TSS Episode 121: CIBC Asset Management’s David Wong Talks Manager Selection, Asset Allocation
TSS Episode 120: Lyn Alden on Allocating for an Inflationary Decade
TSS Episode 119: Michael Green on Passive Momentum, Fed Puritanism and Rate-Inelastic Consumers
S12 E10: Jane Street’s Ugo Egbunike on ETFs, and the Comforts and Benefits of Passive Investing
S12 E9: Financial Data Scientist Michael Imerman on the Risks and Opportunities of Fintech
S12 E8: Mapping Flows, Tracing Bottlenecks in Liquidity with Zoltan Pozsar
S12 E7: Grayscale Global Head of ETFs Dave LaValle Discusses Crypto
S12 E6: Robert Cohen on Steering Corporate Credit Through a Transitioning Economy
S12 E5: Investing in Chile, the Protests of 2019 and Drafting a Woke Constitution
S12 E4: Women in Investment Management, the Brussel Sprout Utility Sector and Fallen-Angel Bailouts
S12 SpE3: A Global Survey of Geopolitical Risk
S12 E2: Citi’s Alexander Altmann on Fed Policy Hazards, Inflation and Equity Allocation
S12 E1: Outlook for 2022 – Stocks, Bonds, Rates, Macro and Global Allocations
S11 E14: Jared Dillian on Investor Sentiment and Market Volatility, the Theory of Constraints and The Awesome Portfolio
S11 E13: Dr. Ed Yardeni on Profits, Productivity and the Pragmatic Powell Pivot
S11 E12: Cleo Capital’s Sarah Kunst on Navigating Today’s Venture Capital Environment
S11 E11: Matt Hougan on Minor League Origins, the Present and Future of Crypto, and a Three-Minute Crypto Primer
S11 E10: Lord Abbett’s Steven Rocco on Investing the C’s
S11 E9: Yaya J. Fanusie on Crypto Cheerleading, Digital Asset Due Diligence and CBDC Trailblazer China
S11 E8: Goldman Sachs’ David J. Kostin on Profit Margins, Duration and ESG
S11 E7: Dr. Bob on “Woking Up” Corporations, Global Growth and a Bit of Baseball
S11 E5: HIERS’ Elizabeth Burton on Meeting Target Returns, Protecting Retirement Benefits
S11 E4 FEG’s Greg Dowling Discusses OCIO Services, Markets and Macro
S11 E2 Tony Robbins Points to the Keys to Fulfillment
S11 E1 Jim Reid Discusses a New Economic Orthodoxy Under QE
S10 E8 Lori Heinel, Global CIO – State Street Global Advisors
S10 E7 Louis Gave of Gavekal Research on the New Structural Bear and Bull Markets
S10 E6 Larry McDonald Brings Together Inflation Risk, Yield Curve Control and Reconciliation
S10 E5 Alex Shahidi and Damien Bisserier Discuss Risk Parity Investing
S10 E4 Richard Bernstein Helps to Navigate the Noise
S10 E3 Grant Williams on Bubbles, Power Struggles and Inflation
S10 E2 Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities
S10 E1 Sherman, Lau and Mayberry: 2021 – Expectations and Risks
S9 E7 Dr. Ben Hunt Immerses Us in Market Narratives, Fiat News and Jolts of Dopamine
S9 E6 Schwab’s Liz Ann Sonders Talks Sentiment, Momentum and Smart “Dumb Money”
S9 E5 James Grant, Founder – Grant’s Interest Rate Observer
S9 E4 Economist Ed Yardeni on Markets, Interest Rates and Fed Policy
S9 E3 Anthony Scaramucci Endorses Mandatory Voting – and Joe Biden
SE9 E2 Ivy Zelman on the Single-Family and Multi-Family Housing Markets
S9 E1 Ryan Simonetti on the Future of Workplace and Meeting Space
S8 E23 Katie Nixon Speaks Up for Empathetic Investment Advice
S8 E22 Exuberant Talk About Irrational Behavior with Daniel Crosby
S8 E21 Danielle DiMartino Booth on the World in the Wake of COVID-19
S8 E20 Bob Brinker Joins Sherman Show as Special Guest
S8 E19 Ed Hyman on COVID-19, Record Stimulus, MMT and a Positive “Perfect Storm”
S8 E18 Moody’s Analytics’ Mark Zandi Guests on The Sherman Show
S8 E17 Elections Analyst Sean Trende Guests on The Sherman Show
S8 E16 Economist David Rosenberg Returns as Guest on The Sherman Show
S8 E15 Risk-on Ruled for the Month of May
S8 E14 Conference Board Economists van Ark and Lundh Discuss Their U.S. Forecasts
S8 E13 Touring the Treasury Market with Gregory Whiteley
S8 E12 What the CLO market can tell us about the state of corporate credit ft Joe Mezyk
S8 E11 Global Economy, Policy Responses, and Global Markets with Bill Campbell
S8 E10 Forbearance and Housing Market Implications ft Ken Shinoda
S8 E9 Talking WTI Crude Oil and Other Financial Market Mysteries ft. Jeff Mayberry
S8 E8 Securitized Credit in 2020 ft. Andrew Hsu
S8 E7 Market and Macro Update
S8 E6 Talking Markets with Jeff Mayberry
S8 E5 Terry Savage, Finance Professional
S8 E4 Robert Stein, CEO – Astor Investment Mgmt
S8 E3 James Bianco, President – Bianco Research
S8 E2 David Rosenberg, Chief Economist – Rosenberg Research
S8 E1 – Talking Markets 2020
S7 E5 Stephanie Lang, CIO – Homrich Berg
S7 E4 Michael Ryan, CIO – UBS Wealth Management
S7 E3 Wayne Wicker, SVP-CIO – Vantagepoint and ICMA-RC
S7 E2 Dr. Robert Shiller, Sterling Prof of Econ – Yale
S7 E1 Chris Hyzy, CIO – Merrill and BofA Private Bank
S6 E8 Raoul Pal, CEO – Real Vision, The Sherman Show
S6 E7 Joe Mezyk, CLO Analyst – DoubleLine, The Sherman Show
S6 E6 Brendt Stallings, Portfolio Manager – DoubleLine, The Sherman Show