Breaking Down Consensus – Jeffrey Gundlach

Featuring Jeffrey Gundlach

Jeff Gundlach, CEO of Doubleline Capital, sits with Real Vision to explore his investment framework and worldview. From his approach on sizing positions, to the sources of inspiration for major macro trades, this interview is a lodestone of insights not to be missed.

Published on
8 May, 2015
Topic
Portfolio Management, Credit Market, Investment Framework
Duration
25 minutes
Asset class
Commodities, Bonds/Rates/Credit
Rating
16

Comments

  • KL

    Kenneth L.

    31 8 2017 15:01

    2       0

    There is NO date on this interview, which Real Vision is highlighting.... but I do see that the first comments are from May 2015,
    I appreciate listening to Gundlach, but the exact date of comments about financial markets is extremely important.
    Real Vision is FAILING to provide the CONTEXT ..ie the DATE of an interview

  • AV

    Alex V.

    22 5 2017 22:00

    1       0

    Great interview. Would be awesome with transcripts. More Jeff...

  • PS

    PD S.

    17 5 2017 00:10

    1       0

    great interview of the "bond king" jeff gundlach, grant!

  • JM

    Julian M.

    29 4 2017 21:51

    6       0

    I am a subscriber who is looking for help. Is there anyone who answers subscriber questions? My specific question is where is the date of video of Grant Williams interviewing Jeffrey Gundlach displayed to the viewer? That is a 'featured' in your display, very early in that display. I realize you have completed a number of interviews with Gundlach,, and that exacerbates the frustration over which one is this. If timing is apparently of some importance in markets, why are dates to videos not 'front and center?'

  • SJ

    Stephen J.

    29 4 2017 21:06

    1       0

    A brilliant guy who conveys his thoughts in a pleasant and easy to understand way. I really enjoy listening to him.

  • SM

    Sam M.

    5 7 2016 16:41

    2       0

    More Jeff please!

  • MA

    Melanie A.

    1 9 2015 00:18

    5       0

    Fantastic. We *need* more Jeff Gundlach!

  • KS

    Kashyap S.

    16 5 2015 06:43

    2       0

    You managed to sneak in a tidbit on gold! Position sizing is a far more important consideration than guessing market direction.

    Hoping to hear from Bill Gross next. Great going, RV TV.

  • sp

    shashwat p.

    11 5 2015 03:01

    5       0

    This interview is really worth its weight in gold! Brilliant.

  • sp

    shashwat p.

    11 5 2015 02:47

    2       1

    Wow! Mind blowing...All hail the new bond king!

  • BB

    Brian B.

    9 5 2015 15:44

    3       0

    Brilliant!

  • TH

    Timo H.

    9 5 2015 06:22

    3       0

    Condensed wisdom.

  • NP

    Nirav P.

    9 5 2015 01:05

    10       0

    One thing which is more powerful than Greed or Fear is NEED. Wow.....RV rocks

  • RA

    Robert A.

    8 5 2015 22:33

    3       0

    I Know, "no warranties express or implied", but I am going to Tip Toe out of my Tips. The Burbank/Bass link had me laughing as well; how ya doing, but do tell us how you size your positions first!

  • KD

    Ken D.

    8 5 2015 21:28

    8       0

    Any chance of showing us the chart that was spoken about so glowingly?

  • LS

    Luiz S.

    8 5 2015 20:33

    7       0

    Brilliant! Just missing are his insights on the big issues, such as the US economy, the dollar and 10yrs. Wish to have him around more often. cheers

  • CB

    C B.

    8 5 2015 19:55

    15       0

    Hands down, best video yet. He articulates his thinking extremely well. Yet more proof that understanding how others are positioned is key to outperformance, rather than just guessing direction.

  • CH

    Colin H.

    8 5 2015 18:30

    2       0

    Fascinating

  • AB

    Alexandre B.

    8 5 2015 18:06

    3       0

    Such a brilliant guy. Top notch RV.

  • JP

    Jeronimo P.

    8 5 2015 17:13

    5       1

    Yes! We're back to fantastic interviews again :) Real Visions best returns come from interviews that aren't just market updates.

  • db

    don b.

    8 5 2015 16:25

    9       0

    Current consensus is that peak oil is dead and paper money is alive and well. Both are wrong and the damage to metals and energy (especially the juniors) is providing a profound opportunity IMO.

  • TJ

    Terry J.

    8 5 2015 14:50

    2       0

    Great interview full of instructive insights.

  • GB

    Gary B.

    8 5 2015 14:46

    5       0

    Great interview, especially about how to size positions, i.e. valuations and correlation of risk with other positions you hold.