Category Archive

During his recent webcast, Jeffrey Gundach discussed the ‘outrageous’ reversal of growth vs value. Here’s an excerpt from the webcast: Gundlach: A lot of cycles seem to have turned. I talked about this two years ago. It’s been a theme for DoubleLine ever since the pandemic came and that is … Read More

In his recent interview with Fox Business, Jeffrey Gundlach explained why a recession is likely in 2023. Here’s an excerpt from the interview: Gundlach: We’re starting to see the real reasons to believe that… maybe not here in 2022, but in 2023, we may see a real recession because let’s … Read More

In his recent Macro Overview Presentation, Jeffrey Gundlach says growth has stopped outperforming, the tailwind is for value. Here’s an excerpt from the overview: Gundlach: Growth has stopped outperforming. It’s exactly the same trend of course, the Nasdaq up from the S&P and growth outperforming value. But now value has … Read More

In his recent interview with CNBC’s “Squawk on the Street”, Jeffrey Gundlach recommends investors move to a radical 25/25/25/25 portfolio. Here’s an excerpt from the interview: Gundlach: I’ve been advising against 60/40 portfolios pretty consistently the past two years. Basically I think we’re in a world where the risks of … Read More

Here’s a great interview with Jeffrey Gundlach on Real Vision in which he discusses a number of topics including some of his biggest mistakes. Here’s an excerpt from the interview: JEFF GUNDLACH: It’s funny. The very first big trade I did was actually the most successful trade of my career. … Read More

Here’s a great interview with Jeffrey Gundlach in which he discusses why a retest of the market low is ‘very plausible’. Here’s an excerpt from the interview: Question: You think… is that now off the table? Is it off the table now, retesting the low because of the Fed? Gundlach: … Read More

Here’s a great interview at Yahoo Finance with Jeffrey Gundlach, CEO of DoubleLine Capital in which he says US stocks will be crushed in the next recession. He also says that there is currently a forty per-cent chance of a recession in 2020. Here’s an excerpt from the interview: My … Read More