Doubleline Capital’s Jeff Gundlach in a wide-ranging hour long interview that begins with how he stumbled into the bond manager business 30 years ago, followed by an overview discussion on the demographics and debt driving global deflationary trends today. He also explains why he is excited about the innovation of Tesla, and why he believes Boomers will need to sell their real estate to free up cash for retirement and how this is likely to impact realty prices.
He ends with some useful comments on the failure of conventional investment management firms to deliver lasting, long term benefits for their customers. To add value, asset managers must think unconventionally, and be comfortable outside the limited thinking of the herd.
Here is a direct audio link to the interview.
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