DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
Monday Morning Minutes
Claim This Podcastby DoubleLine
4.6(22 reviews)
268 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
DoubleLine Cross Asset Strategists & Portfolio Managers, host a series of podcasts recapping the previous week’s market updates.
Language
🇺🇲
Publishing Since
2/8/2021
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Recent Episodes
July 17, 2026
Tale of Two Cities: Semiconductor Selloff, Hormuz Hostilities (E268)
For the week ended July 17, DoubleLine’s Eric Dhall and Ryan Kimmel highlighted a rotation in market leadership away from technology as broader equity gains, strong bank earnings and healthy corporate lending signaled continued U.S. economic strength, while June’s softer-than-expected CPI report eased inflation concerns and sharply reduced expectations for a near-term Federal Reserve rate hike. Although markets still price in one 25-basis-point hike by year-end, Dhall views that as largely a hedge, suggesting additional tightening would likely require a significant rise in energy prices.
July 10, 2026
2Q2026: Banquet for Tech, Flat Belly for Bonds (E267)
DoubleLine Portfolio Manager Eric Dhall and Analyst Mark Kimbrough review the second quarter with stocks led by a 43%+ gain in tech, high-grade bonds grinding out the carry despite selling in the belly of the yield curve and commodities giving back part of their still-healthy YTD gains.
June 26, 2026
Warsh’s Way: More Front-End Vol, Less “Jump Risk” (E266)
DoubleLine Portfolio Manager Jeff Mayberry and Macro Asset Allocation Strategist Ryan Kimmel review the market week ended June 26. Trading was marked by new leadership from neglected stock sectors (00:22), significant Treasury curve flattening (5:02) on a more hawkish than expected Kevin Warsh and weak commodities (6:41) as the dollar joined the long bond in cheering the new presumed hawk at the Fed.
268 total episodes available
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Frequently asked questions
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- What is Monday Morning Minutes?
- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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