OTA LEADERSHIP INDEX

Jeffrey Sherman

293
LINES ON RECORD
3
APPEARANCES
2
SHOWS
2017–2024
ON RECORD

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Jeffrey Sherman reads as The Navigator because he insists on reading market conditions against the long arc of financial history rather than reacting to surface noise. DoubleLine's Deputy Chief Investment Officer warns against 'this time is different' rhetoric and treats money flows as directional signals, charting course by recurring pattern.

IN THEIR WORDS, WHY NAVIGATOR

Right, but also, like, there's a lot of overlap between philosophy and a pure mathematician as well. And again, it comes down to logic and the deduction of arguments. But you moved to applied mathematics. I did. And I did looking for something different. And I just didn't see much there.

MASTERS IN BUSINESS

So, prior to going to graduate school, I was looking at becoming a teacher. Everybody told me that if you get a degree in mathematics, the world's your oyster. And I didn't really see it, to be honest, originally. Really? Because I started off in what was the discipline of pure mathematics.

MASTERS IN BUSINESS

Okay, that is, but let me give them a little bit of credit, and I'm not here to give Congress credit or the treasury at all. But historically, the Fed, I'm sorry, here I am screwing this up. Historically, Treasury has issued more short than long, right? And that's because of the shape of the old curve.

MASTERS IN BUSINESS

Or Fed funds at zero. You're starting where you get yield. So basic math today says if I own a 4.5% tenure and it has a duration, you can call it seven and a half. Maybe it's closer to eight today.

MASTERS IN BUSINESS

MASTERS IN BUSINESS

Masters in Business: “Jeffrey Sherman on a Mathematician's Journey Into Finance”

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Jeffrey's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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