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.

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Gundlach Unlocked: Positioning for Higher Rates, Persistent Inflation and Rate Hikes

DoubleLine Capital LP
06/09/26

DoubleLine CEO Jeffrey Gundlach discusses why long-term interest rates may remain elevated, why inflation could prove more persistent than expected, and why market risks may extend across equities, commodities, private credit, AI, and global capital markets. The webcast also examines weakening consumer sentiment, affordability pressures, and the potential implications of a weaker U.S. dollar.

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DoubleLine Minutes: Return of the Bond Vigilantes

DoubleLine Capital LP
05/21/26

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.

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Tech Dominates Stocks, Treasuries Trade on Oil

DoubleLine Capital LP
05/08/26

DoubleLine’s Jeff Mayberry and Ryan Kimmel review a market led by large technology stocks, while Treasuries responded to oil-driven volatility. Viewers will hear their take on jobs data, inflation pressure, weak consumer sentiment, and key economic reports to watch.

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