View as:
View as:

Video Just Markets

A conversation with DoubleLine’s Jeffery Gundlach

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.”

Read the transcript


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.

Read the transcript

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.

Read the transcript

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.

Read the transcript

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.”

Read the transcript


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.

Read the transcript

Missed the clips from Scott Minerd’s session at the Investment Forum? Watch them here.

Related

Stay Informed

iMGP Funds emails provide investors a way to stay in touch with us and receive information regarding the funds and investment principles in general. Topics may include updates on the funds and managers, further insights into our investment team’s processes, and commentary on various aspects of investing.