The Sherman Show

150 Folgen

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

   Vom: 25.1.2024
2. TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization

   Vom: 30.11.2023
3. TSS Episode 147: DoubleLine’s Scott Thomson on the Evolution of ETFs

   Vom: 26.10.2023
4. TSS Episode 146: SoFi’s Liz Young on Markets, DIY Investing and Capturing Gen Z Investors

   Vom: 28.9.2023
5. TSS Episode 145: Modelist CEO Joseph Mallen on Evidence-Based Investing

   Vom: 14.9.2023
6. TSS Episode 144: Wading Into the AI-Stirred Stock Froth

   Vom: 10.8.2023
7. TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook

   Vom: 14.7.2023
8. TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

   Vom: 22.6.2023
9. TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction

   Vom: 8.6.2023
10. TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration

    Vom: 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

    Vom: 11.5.2023
12. TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt

    Vom: 27.4.2023
13. TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market

    Vom: 13.4.2023
14. TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models

    Vom: 30.3.2023
15. TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis

    Vom: 16.3.2023
16. TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors

    Vom: 2.3.2023
17. TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation

    Vom: 17.2.2023
18. TSS Episode 132: Jeff Mayberry’s 2022 Score Card and 2023 Lineup

    Vom: 26.1.2023
19. TSS Episode 131: Charles Payne on His Unique Career, Informed Investors and a Wayward Fed

    Vom: 19.1.2023
20. TSS Episode 130: Other Way ’Round, Bro III

    Vom: 5.1.2023