Liquidity Has Dried Up, Says $100 Billion Investor | Jeffrey Sherman

Published: Aug. 18, 2022, 11 a.m.

b'Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit\\nhttps://blockworks.co/events/digital-asset-summit-2022-new-york/\\n\\nUse code \\u201cguidance\\u201d to get 50% off Blockworks Research:\\nhttps://blockworks.co/get-research/\\n--\\nJeffrey Sherman, Chief Investment Officer of DoubleLine Capital, joins Jack to discuss how fixed income markets are handling a slowing economy and the Federal\\u2019s Reserve\\u2019s withdrawal of monetary accommodation.\\n\\nSherman breaks down how bond values over 2022 have dropped as credit spreads have widened and interest rates have risen. Sherman shares his outlook on the corporate bonds, collateralized loan obligations (CLOs), and mortgage-backed securities (MBS). Sherman is circumspect after a strong two-month rally but thinks at this stage there is value to be found in agency & non-agency MBS as well as long-duration Treasury bonds. Filmed on August 10, 2022.\\n--\\nFollow The Sherman Show on Twitter https://twitter.com/ShermanShowPod\\nFollow DoubleLine Capital on Twitter https://twitter.com/DLineCap\\nFollow Jack on Twitter https://twitter.com/JackFarley96\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n\\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\\n--\\nTimestamps:\\n\\n(00:00) Introduction\\n(06:02) Are We In A Recession?\\n(14:01 )The Inverted Yield Curve\\n(22:25) Liquidity\\n(33:09) The "End" Of Forward Guidance\\n(41:17) Outlook on Long-Term Treasury Yields\\n(46:55) Mortgage-Backed Securities (MBS)\\n--\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.'