HOME     RESEARCH    Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

Jan 27, 2020 / Investment Outlook, Trending, LG Research, Asset Class Research

 

A conversation with DoubleLine's Jeffrey Gundlach

 

Stock Market Cycles: The Turn is Coming

Stock markets move in cycles. Based on a review of history, DoubleLine’s Jeffrey Gundlach believes that U.S. stocks, which have crushed other global markets this past decade, are poised to underperform in the next recession.

 

It's About What You Don't Do

DoubleLine CEO Jeffrey 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.”

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.

 

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.

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.”

 

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.

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 Jeffrey Gundlach.

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