This interview was recorded on September 9th 2026. Some references made may now be outdated.Jeffrey is Deputy CIO at DoubleLine Capital, which manages approximately $97 billion in assets (as of June 30, 2026). We discuss the forces likely to define the next decade, including fiscal dominance, inflation, government debt, AI-driven infrastructure spending, credit opportunities, and how investors can build portfolios prepared for a very different market regime.

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(As of December 22, 2025)

#143 - Jeffrey Sherman: Preparing for a New Regime

Insightful Investor

#143 - Jeffrey Sherman: Preparing for a New Regime