Yesterday Jim was on Fox Business talking about the investigation into GameStop trading and the Ark ETFs... Read More
If stimulus produces winners without a consequence, such as inflation, why shouldn't we have UBI?... Read More
In today?s installment of Talking Data, Jim and Ben discuss recent trends and expectations for U.S. Treasuries, the forgotten asset class.... Read More
Everyone seems to be asking if retail investors are big enough to impact the market as described. We believe they are.... Read More
Does the term "this time is different" really apply here?... Read More
In today?s installment of Talking Data, Jim and Ben break down the burgeoning community of small investors.... Read More
DoubleLine Capital's Jeffrey Gundlach and his special guests hold the second annual edition of Round Table Prime, recorded Jan. 5, 2021. Joining Mr. Gundlach are Danielle DiMartino Booth, James Bianco, Edward Hyman, and David Rosenberg. The discussion is moderated by Jeffrey Sherman, deputy chief investment officer of DoubleLine.... Read More
In today?s installment of Talking Data, Jim and Ben discuss Yellen?s ?go big? testimony, the potential for 50-year bonds, and Robinhood investors.... Read More
In today?s installment of Talking Data, Jim and Ben debate the U.S. dollar?s roughly 10% dive since mid-May 2020. Has the U.S. dollar finally found support?... Read More
DoubleLine Capital's Jeffrey Gundlach and his special guests hold the second annual edition of Round Table Prime, recorded Jan. 5, 2021. Joining Mr. Gundlach are Danielle DiMartino Booth, James Bianco, Edward Hyman, and David Rosenberg. The discussion is moderated by Jeffrey Sherman, deputy chief investment officer of DoubleLine.... Read More
In today?s installment of Talking Data, Jim and Ben discuss extremely low real yields and some of the oddities occurring within inflation expectations.... Read More
DoubleLine Capital?s Jeffrey Gundlach and his special guests hold the second annual edition of Round Table Prime, recorded Jan. 5, 2021. Joining Mr. Gundlach are Danielle DiMartino Booth, James Bianco, Edward Hyman, and David Rosenberg. The discussion is moderated by Jeffrey Sherman, deputy chief investment officer of DoubleLine.... Read More
In today's installment of Talking Data, Jim and Ben discuss the biggest surprises across a wild year of asset returns in 2020. Bigger picture, 2020 was the year of trading with the Federal Reserve, which may not be repeated in 2021.... Read More
Jim was on CNBC Trading Nation yesterday and Bloomberg TV this morning talking about inflation's potential return in 2021.... Read More
Jim and Ben recap and offer new insights into their outlooks for inflation in 2021.... Read More
In today?s installment of Talking Data, Ben discusses TIPS, inflation expectations and how owners equivalent rent may be a game-changer heading into 2021.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether risk markets are ahead of themselves.... Read More
In today?s installment of Talking Data, Jim and Ben discuss the recent rise in long-end Treasury yields.... Read More
In our latest podcast, Jim and Ben discuss the melt-up underway across so many risk assets.... Read More
Jim joined Ted Oxley of Oxbow advisors to talk about the future of inflation, interest rates, the stock market, and the economy.... Read More