The Sherman Show

150 Épisodes

1. TSS Episode 149: Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot

   Publié: 25/01/2024
2. TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization

   Publié: 30/11/2023
3. TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs

   Publié: 26/10/2023
4. TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors

   Publié: 28/09/2023
5. TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing

   Publié: 14/09/2023
6. TSS Episode 144: Wading Into the AI-Stirred Stock Froth

   Publié: 10/08/2023
7. TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook

   Publié: 14/07/2023
8. TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

   Publié: 22/06/2023
9. TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction

   Publié: 08/06/2023
10. TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration

    Publié: 25/05/2023
11. TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor

    Publié: 11/05/2023
12. TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt

    Publié: 27/04/2023
13. TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market

    Publié: 13/04/2023
14. TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models

    Publié: 30/03/2023
15. TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis

    Publié: 16/03/2023
16. TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors

    Publié: 02/03/2023
17. TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation

    Publié: 17/02/2023
18. TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup

    Publié: 26/01/2023
19. TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed

    Publié: 19/01/2023
20. TSS Episode 130: Other Way ’Round, Bro III

    Publié: 05/01/2023