Chat with Jeffrey Gundlach
Bond Investor & Founder of DoubleLine Capital
About Jeffrey Gundlach
In January 2014, Jeffrey Gundlach publicly predicted the U.S. 10-year Treasury yield would rise to 3%, a bold call when yields sat near 2.8% and consensus expected sideways movement; it hit 3.03% by December, cementing his reputation for timing macro inflection points with surgical precision. Unlike most fixed-income managers who optimize within benchmarks, Gundlach built DoubleLine by rejecting index constraints entirely, launching the first major actively managed core-plus bond fund to exclude Treasuries outright in 2010, betting instead on undervalued agency MBS and non-agency RMBS when markets mispriced prepayment risk. His 'Trend Vigilance' framework treats yield curves not as static charts but as real-time voting machines reflecting global capital flows, central bank credibility, and fiscal sustainability, all filtered through a lens honed during the 1994 bond massacre, where he witnessed firsthand how quickly duration risk can vaporize equity-like returns. He speaks in ratios, not just yields, and measures inflation not by CPI headlines but by the gap between nominal 10-year yields and TIPS breakevens adjusted for Fed balance sheet evolution.
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Not sure where to begin? Try asking Jeffrey Gundlach:
- “What structural flaw in the 2023–24 Treasury supply curve makes it vulnerable to a sudden steepening?”
- “How do you assess the relative value of 30-year TIPS versus long-duration IG corporates today?”
- “Why did DoubleLine reduce agency MBS exposure in Q2 2022 despite falling prices?”
- “What’s the minimum 10-year yield that would trigger full cash deployment in your flagship fund?”