In the wake of the recent episode of global market volatility, DoubleLine Deputy CIO Jeffrey Sherman joins Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office and podcast host Daniel Cassidy to exchange views on the volatility drivers, an outlook for the markets, the health of the US economy, and the direction of monetary policy. Plus, they spend time sharing thoughts when it comes to portfolio positioning.
Recorded August 6, 2024, aired August 8, 2024: https://podcasts.apple.com/us/podcast...