Jeffrey Gundlach

CEO & Founder, Doubleline Capital

Search every verified Jeffrey Gundlach interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jeffrey Gundlach, CEO and CIO of DoubleLine Capital, has been a frequent commentator on financial markets and Federal Reserve policy. He has drawn comparisons between current conditions in private credit markets and the financial alchemy that preceded the 2008 mortgage crisis, citing a prominent fund whose loan portfolio was marked down from 100 to 81 as a sign of trouble. Gundlach has described the current environment as one where "hope is a very poor investment strategy" and has advised investors to avoid weak credit, momentum-driven U.S. stocks, and long-term government bonds, while favoring emerging markets and equal-weighted U.S. equity strategies. Regarding the Federal Reserve under new Chair Kevin Warsh, Gundlach has expressed cautious optimism, stating he believes Warsh "will be a better fit the chair" than Jerome Powell. He characterized Warsh's debut press conference as the start of a new era, noting that Warsh repeatedly emphasized "We will deliver price stability" and that his creation of five task forces suggests no rate changes until at least the fall. Gundlach has also said he believes there is "no chance" the Fed will cut rates in 2026 and that he would bet on a rate hike instead. He has warned of a potential crisis in the long-term bond market similar to the UK's 2022 gilt crisis and has described the current stock market as "very, very high," while noting that mega-cap companies selling shares suggests a "hype cycle on steroids" reminiscent of the year 2000.