Podcast Center
Podcast Center
Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
DoubleLine Minutes: Return of the Bond Vigilantes
DoubleLine’s Eric Dhall and Mark Kimbrough review a volatile week when stocks hit a new high before selling off as Treasury yields rose sharply. Listeners will hear their views on inflation pressure, bond vigilantes, Fed expectations and key economic data to watch.
Bill Campbell on Global Bond Markets and Powell's Parting Gift | Bloomberg TV
DoubleLine Portfolio Manager Bill Campbell joins Bloomberg’s The Close live from DoubleLine’s L.A. offices to discuss what he sees as a structural sea change in global bond markets – one where developed market sovereign debt is increasingly being scrutinized with the same rigor historically reserved for emerging economies.
Jeffrey Sherman on Borrowed Prosperity and the Case for EM Local Currency | Bloomberg TV
DoubleLine Deputy CIO Jeffrey Sherman discusses why investors should focus on fundamentals instead of short-term headlines. Viewers will hear his views on stretched equity valuations, inflation pressure, emerging markets local currency bonds, gold, and why U.S. immigration policy may be one of the market’s most underpriced risks.
Channel 11: The Land of Pain - Part Deux
DoubleLine Portfolio Manager Ken Shinoda breaks down the “Land of Pain” in March across equities, commodities and fixed income, reviewing market performance with an eye on risk management, global allocation, duration strategy and where opportunities might emerge as markets reprice risk.
2026 Credit Market Outlook: Boring, Choppy or Hot?
In this 2026 Credit Market Outlook round table, DoubleLine’s Phil Gioia moderates a wide-ranging discussion with Portfolio Managers Robert Cohen, Ken Shinoda and Morris Chen, exploring how shifting macroeconomic dynamics, valuations and emerging structural themes – most notably AI-driven capital investment – are shaping today’s credit landscape.
Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF
DoubleLine’s Andrew Hsu and Fifi Wong join the InsuranceAUM Podcast to explore how insurers can build resilient portfolios through structured credit, ABS, and asset-based finance.
Looking at Possibility for a Steeper Yield Curve, Says Jeffrey Gundlach
DoubleLine founder and CEO Jeffrey Gundlach joins CNBC's "Closing Bell" to discuss Federal Reserve chairman Jerome Powell's remarks after the central bank’s Federal Open Market Committee lowered its benchmark overnight borrowing rate to a range of 3.75%-4%.
Perspectives: Matching Liabilities With Opportunity: Fixed Income Strategies for Insurers
DoubleLine’s Phil Gioia, Client Portfolio Manager, sits down with Paul Schroeder, Relationship Manager for Insurance Clients, to discuss the evolving landscape of insurance asset management.
Ken Shinoda: Bond Positioning in a Cautious Fed Era
DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV following the FOMC’s 25-basis-point rate cut to share insights on the Fed’s cautious approach, the outlook for rate cuts and how fiscal risks are shaping the Treasury curve. Shinoda highlights opportunities on the short end of the curve, warns against reaching for yield amid tight credit spreads, and underscores the value of high-quality assets like agency MBS. He also discusses systemic risk concerns, private credit vulnerabilities, and the potential impact of an end to quantitative tightening.