DoubleLine Minutes
DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
- Update frequency
- every 6 days
- Average duration
- 27 minutes
- Episodes
- 109
- Years Active
- 2023 - 2025
Mixed Stocks, Bull Steepener in Bond Yields (E230)
Stocks (0:33) were mixed the week ended Sept. 5 as yields (1:51) fell across the fixed income universe and commodities (4:16) were flat with gold among the winners and crude oil and industrial metals…
A Quiet Week as Markets Await August Labor Data (E229)
DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough review a mostly quiet week ended Aug. 29 and the month of August. On the week, equities (0:40) proved a mixed bag, with energy le…
Slow Roll Until Jackson Hole (E228)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel review the market week of Aug. 18-22, which started out as a little bit of a down run for equities bef…
Aug. 11-15: Stocks Disperse, Rates Reverse (E227)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough dissect a market week ended Aug. 15 marked by positive stocks, with an interesting dispersion within the asset class (0:46); bonds …
A Mixed Bag for Markets and the Fed Signals a Dovish Tilt (E226)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel break down market moves of the week ended Aug. 8, 2025, following a volatile stretch driven by geopoli…
A Week of Vol on Hawkish Powell and Weak Labor (E225)
DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough survey the stock, bond and commodity markets for the month of July (0:37) and the “week of volatility” ended Aug. 1 (3:39). The l…
Pain on Bears Amid Meme Stock Mania (E224)
DoubleLine Portfolio Manager Jeffrey Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel recap the week ended June 25, featuring a run of daily highs for the S&P 500 Index buoyed by res…
Benign Markets Amid Tame Inflation, Resilient Consumers (E223)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough survey the week ended July 18, including tech-driven new highs in equities (0:46), a bond market shaped by a steepening yield curve …
Stocks and Copper Take the Tariffs’ Measure (E222)
For the week ended July 11, DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel first sort through a pause in the stock rally (0:47), bonds (2:34) giving …
Bulls in Control as AI Animal Spirits Alive and Well (E221)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough recap market performance for the week of June 23-27 as well as the month and second quarter, which was a pretty good run for asset h…
Lots of Geopolitical Vol, Little Market Vol (E220)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough recap a relatively flat market week shortened by Thursday’s Juneteenth federal holiday. In their rundown of stocks (1:00), fixed inc…
Tame Inflation, But Tariff Consternation (E219)
DoubleLine Portfolio Manager Jeff Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel June 13 survey a mostly quiet week in markets (0:50) amid encouraging CPI and PPI news (5:30), albe…
Higher Stocks, Commodities, Volatile but Range-Bound Bonds (E218)
DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough sort through a positive week ended June 6 for stocks (0:59) and commodities (4:36) amid higher yields and volatility for a still …
Recapping Volatile Month of May (E217)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel run down the Memorial Day-shortened week of May 27-30 and a mixed-bag for the markets amid May’s volat…
Markets Price for Higher Term Premia (E216)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough survey a rough week for stocks and bonds ended May 23, 2025. Those losses followed the May 16 announcement of Moody’s downgrade of t…
Yield Curve Control Waiting in the Wings? (E215)
DoubleLine Portfolio Manager Jeff Mayberry and Fixed Income Allocation Strategist Ryan Kimmel chart the powerful market reactions for the week ended May 16 surrounding Monday’s joint decision by Wash…
Fed Between a Rock and a Hard Place (E214)
DoubleLine Portfolio Managers Jeff Mayberry and Eric Dhall discuss the week ended May 9, including a mixed bag for stocks (0:55), rates up across the board in fixed income (2:59) and commodities (4:1…
Stock Vol Just a Bad Dream to Rip van Winkle (E213)
DoubleLine Portfolio Manager Eric Dhall and Fixed Income Asset Allocation Strategist Ryan Kimmel (0:22) review markets and macro through the week ended May 2. “If you were a Rip van Winkle investor w…
Headline Fatigue or Just Normal Fatigue? (E212)
DoubleLine Portfolio Manager Jeff Mayberry and Fixed Income Asset Allocation Strategist Ryan Kimmel recap the markets for the week of April 21-25, noting how the post-April 2 volatility has made it s…
Relative Recumbence Post-Tariff Turbulence (E211)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough review (0:05) the abbreviated market week ended April 17. It was a week characterized by lessened price volatility than in the first…