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.
Channel 11: Stocks Soar, Bonds Snore
DoubleLine Portfolio Manager Ken Shinoda reviews a May market environment where equities rallied while bond yields repriced higher. He discusses tech and momentum leadership, global market divergence, commodity softness, resilient macro data and fixed income opportunities in floaters, short duration and securitized credit.
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
DoubleLine CEO and CIO Jeffrey Gundlach discusses Fed Chair Kevin Warsh’s debut FOMC press conference and what it may signal for monetary policy. He also shares views on long-term Treasuries, U.S. equity concentration, AI capital spending, emerging markets and Fed independence.
Gundlach Unlocked: Positioning for Higher Rates, Persistent Inflation and Rate Hikes
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.
Morris Chen on CRE Stability and Data Center Restraint | Bloomberg ETF IQ
DoubleLine Portfolio Manager Morris Chen discusses DCRE, DoubleLine’s active investment-grade commercial mortgage-backed securities ETF, and the importance of bottom-up selectivity in commercial real estate debt. He also shares his cautious view on data center CMBS when spreads do not compensate investors for the additional uncertainty.
Investing Across the Credit Cycle
Apollo leaders discuss how investors can think about risk and opportunity across the $40 trillion private credit market. Viewers will learn how Apollo’s platform approaches origination, risk management, capital deployment and credit cycle investing.
Private Equity Portfolios: Three Key Dimensions of Diversification
Apollo’s Bryn Gostin explains why private equity diversification today should go beyond simply owning multiple managers. Viewers will learn how manager mix, company size, sector exposure and concentration risk can shape more resilient private equity portfolios.
Commercial Mortgage Loans: Building Around the Insurance Balance Sheet
Morris Chen, Portfolio Manager and Head of CMBS & CRE Debt Investments at DoubleLine Capital, and Robert Stanbrook, Portfolio Manager for the firm's CRE Loan Platform, join the InsuranceAUM.com Podcast to discuss the role of commercial mortgage loans in insurance portfolios.
DoubleLine Minutes: Animal Spirits, Abating Vigilantism Amid Headline Ping Pong
DoubleLine’s Eric Dhall and Ryan Kimmel review a month when tech giants pushed the S&P 500 to new highs while bond yields eased and commodities declined. Listeners will hear their views on headline-driven market moves, inflation, real wage pressure and key labor market data to watch.
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.
From Origination to Execution: How Integrated Platforms Drive Value in ABF
Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, to discuss the evolution of asset-backed finance, integrated origination platforms, and the growing role of ABF within institutional portfolios.
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.
Tech Dominates Stocks, Treasuries Trade on Oil
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.