Erik Townsend and Patrick Ceresna welcome Jeffrey Sherman to MacroVoices. Erik and Jeffrey discuss:
- Big picture outlook on bonds, interest rates and inflation
- Considerations on the treasury COT reports
- Is there a recession coming in the U.S.?
- How much upside on the U.S. Dollar?
- Is the trade being short global high yield bonds?
- How does the economy deal with higher rates and inflation?
- Bullish outlook on gold?
- Investing into commodities and commodity funds
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Jeffrey J. Sherman, CFA
Deputy Chief Investment Officer
Mr. Sherman joined DoubleLine in 2009, currently serves as the Deputy Chief Investment Officer and is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. Additionally he serves as a portfolio manager for multi-sector strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFALA/USC Review Program for many years. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.