MMM Episode 74: Commodity Market Indicators and Towering Inflation
MMM Episode 74: Commodity Market Indicators and Towering Inflation
After reviewing market returns and the July 11-15 week’s macro news, DoubleLine’s Jeffrey Mayberry and Sam Lau field a q... Read more
15 Jul 2022
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48mins
MMM Episode 73: It Could Go Either Way
MMM Episode 73: It Could Go Either Way
DoubleLine’s Jeffrey Mayberry and Samuel Lau shut the door on a rough first half to the year and begin the second half w... Read more
8 Jul 2022
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22mins
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MMM Episode 72: A Red First Half for the Record Books
MMM Episode 72: A Red First Half for the Record Books
With the June 30 close of 1H2022, Jeff Mayberry and Samuel Lau start (2:21) by looking at the month, quarterly and first... Read more
1 Jul 2022
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28mins
MMM Episode 71: Summer Doldrums, Reversals and Keeping an Eye on What Powell Is Looking At
MMM Episode 71: Summer Doldrums, Reversals and Keeping an Eye on What Powell Is Looking At
DoubleLine’s Jeffrey Mayberry and Samuel Lau run down the reversals during the short market week of June 21-24. Jeff and... Read more
24 Jun 2022
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23mins
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MMM Episode 70: Nowhere to Hide, Fed Baby Steps and Powell Transparency
MMM Episode 70: Nowhere to Hide, Fed Baby Steps and Powell Transparency
After a recount of the rough, red run for the market week of June 13-17, DoubleLine’s Jeff Mayberry and Samuel Lau revie... Read more
17 Jun 2022
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46mins
MMM Episode 69: Hot, Sticky Inflation; Flattening Treasury Curve; Speculation on Stagflation
MMM Episode 69: Hot, Sticky Inflation; Flattening Treasury Curve; Speculation on Stagflation
In their review (1:49) of the carnage in the equity and bond markets June 6-10, Jeff Mayberry and Samuel Lau zero in (3:... Read more
10 Jun 2022
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32mins
MMM Episode 68: Tough Fed in Town, Digital Tulips and Music City Home Prices
MMM Episode 68: Tough Fed in Town, Digital Tulips and Music City Home Prices
DoubleLine’s Jeff Mayberry is once again joined by Eric Dhall, a trader and quantitative analyst on the firm’s Cross Ass... Read more
3 Jun 2022
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29mins
MMM Episode 67: Improving Sentiment, Curious Bitcoin, Squishy Fedspeak
MMM Episode 67: Improving Sentiment, Curious Bitcoin, Squishy Fedspeak
Surveying the week of May 23-27, Jeff Mayberry and Samuel Lau (2:01) take note of improved investor sentiment in the for... Read more
27 May 2022
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34mins
MMM Episode 66: A Narrow Bear Escape, Diversity in Face of Inflation and Consistent Fed Speak
MMM Episode 66: A Narrow Bear Escape, Diversity in Face of Inflation and Consistent Fed Speak
With Samuel Lau on the road, DoubleLine’s Jeff Mayberry is joined on the latest episode of Monday Morning Minutes by Eri... Read more
20 May 2022
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25mins
MMM Episode 65: TerraUSD-LUNA Meltdown and Its Broader Implications
MMM Episode 65: TerraUSD-LUNA Meltdown and Its Broader Implications
After reviewing another wild market week for May 9-13 (2:05) and the April consumer and producer price indexes (8:49), J... Read more
13 May 2022
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37mins
