Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
DoubleLine CEO Jeffrey Gundlach spoke to CNBC on the night of the Fed’s rate decision: The press conference language was vague, but the bond market’s signal was clear—judging by two-year Treasuries and the steepening yield curve, the Fed should have raised rates.
CNBC Television ·
Peters says some investors are using the bond market to hedge concerns about AI, and the midterm election results could change the pace of AI buildout.
Bloomberg Television ·
In the third episode of DoubleLine’s *Sherman Says*, Deputy Chief Investment Officer Jeffrey Sherman and strategist Ryan Kimmel discuss the bond market’s repricing since the Iran war began at the end of February. The market has priced in the Federal Reserve’s next move, but the Fed may need to raise rates again to catch up with inflation, with energy at the heart of the story.
DoubleLine Capital ·
FT Alphaville 主编 Robin Wigglesworth 做客《Masters in Business》，谈新书《A Fabulous Debt》：债券是“全球最强大的金融引擎”，美元与美债短期无可替代。
Bloomberg Podcasts ·
George Hahn 代班主持 Prof G《The Week》，串联本周精华：法国骚乱与债市的“死亡循环”、Liaquat Ahamed 以 1873 年铁路崩盘类比 AI 基建热、AI 芯片囤积争议。
The Prof G Pod (Scott Galloway) ·
