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The Fed’s Sugar High
A Conversation with Guggenheim's Scott Minerd at the Litman Gregory Investment Forum. MORE
IT’S ABOUT WHAT YOU DON’T DO
DoubleLine CEO Jeffery Gundlach explains that his investment approach is more about what you don’t do. This is especially important in fixed-income as it is “very much a negative science.”
RECESSION RISK: SKATING THROUGH
Jeffrey Gundlach says his recession probability for 2019 has declined since the summer as the data have improved. We might skate through as the U.S. administration has levers it can pull to stimulate the economy.
UNDERSTANDING AN INVERTED YIELD CURVE
What most of the financial media gets wrong about the yield curve, according to DoubleLine’s Jeffrey Gundlach, is that it has tended to steepen after inverting before a recession hits, which is exactly what happened this year.
BIZARRO YEAR
Looking at asset class returns for 2019, you can get the impression that things are strong. But according to DoubleLine’s Jeffrey Gundlach, when the next cycle comes, there will be carnage in the corporate bond market.
THE END GAME
How will the unsustainable situation of continuous monetary stimulus and rising deficits and debt levels all end? Litman Gregory’s Jeremy DeGroot and DoubleLine’s Jeffrey Gundlach discuss “the end game.”
THE FOURTH TURNING
Generational warfare and a debt-based economy could lead to a major economic regime change, one suggestive of stagflation, says DoubleLine’s Jeffery Gundlach.
Missed the clips from Scott Minerd’s session at the Investment Forum? Watch them here.
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Equity Income Alternatives
Greg Mason of Ares Management joins Litman Gregory’s Jason Steuerwalt for a discussion during the Investment Forum. MORE