The Sherman Show

150 Afleveringen

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

   Gepubliceerd: 25-1-2024
2. TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization

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

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

   Gepubliceerd: 28-9-2023
5. TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing

   Gepubliceerd: 14-9-2023
6. TSS Episode 144: Wading Into the AI-Stirred Stock Froth

   Gepubliceerd: 10-8-2023
7. TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook

   Gepubliceerd: 14-7-2023
8. TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

   Gepubliceerd: 22-6-2023
9. TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction

   Gepubliceerd: 8-6-2023
10. TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration

    Gepubliceerd: 25-5-2023
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

    Gepubliceerd: 11-5-2023
12. TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt

    Gepubliceerd: 27-4-2023
13. TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market

    Gepubliceerd: 13-4-2023
14. TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models

    Gepubliceerd: 30-3-2023
15. TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis

    Gepubliceerd: 16-3-2023
16. TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors

    Gepubliceerd: 2-3-2023
17. TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation

    Gepubliceerd: 17-2-2023
18. TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup

    Gepubliceerd: 26-1-2023
19. TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed

    Gepubliceerd: 19-1-2023
20. TSS Episode 130: Other Way ’Round, Bro III

    Gepubliceerd: 5-1-2023