Sense on Cents

Sense on Cents is all about helping people understand risk. Would you know risk if and when you see it? How would you handle risk? Are there enormous hidden risks in the markets and economy today?

Jeff Gundlach, CEO and CIO of Doubleline, is an expert on assessing and managing risk. Thanks to a loyal Sense on Cents reader for sharing video clips from discussions Jeff Gundlach recently had with Morningstar’s Jason Stipp.

I guarantee you in the course of ten minutes and in reviewing four clips (European crisis, deflation, credit spreads, too big to fail asset managers) of Jeff Gundlach, you will be more well informed and prepared to effectively navigate the economic landscape.

1. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says the European debt crisis is not close to being 50% priced into the market yet.

2. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says deflationary forces of excessive debt remain the most important factor in the market today. (Video clip here)

3. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says the covenants protecting investors have eroded very quickly in recent bond issuances, which will sow the seeds for bigger default problems and weaker performance in the future. (Video clip here)

4. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says if Citigroup was too big to fail, then so much greater is the risk for asset managers operating with multiples of that market cap. (Video clip here)

Thanks again to Bud for sharing these clips of the top fixed income manager in the markets today, Doubleline’s Jeff Gundlach.

LD

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This entry was posted on Friday, May 28th, 2010 at 7:04 AM and is filed under General, Jeff Gundlach. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.