Jeffrey Gundlach: Our Next Turning Point

DoubleLine CEO and CIO Jeffrey Gundlach delivers a sharp macro assessment spanning credit markets, interest rate dynamics, equity valuations, and the evolving role of gold in central bank reserves. He examines where we stand in the economic cycle, the implications of shifting correlations across asset classes, and how investors should think about risk, duration, and global capital flows in the current regime. Grounded in fixed income discipline and cross-asset perspective, this discussion offers institutional investors a concise framework for navigating today’s markets.