DoubleLine Channel 11

A series of @YouTube shows bringing you market insights and commentary with peers and industry experts hosted by @DLineCap Portfolio Manager Ken Shinoda.

[DoubleLine Channel 11 @DLineChannel11]

Markets rallied in May, but is it sustainable?

Channel 11’s Ken Shinoda breaks down the equities rebound, dollar decline and talks the value in fixed income heading into summer.

https://t.co/KCBc9cU6Hp

[DoubleLine Capital @DLineCap]

Portfolio Manager Ken Shinoda joined Bloomberg's @kgreifeld & @RomaineBostick live from DoubleLine's L.A. offices to share his views on the mortgage market, the diverging fortunes of residential and commercial real estate and why 2026 is shaping up to be the year of carry.

[DoubleLine Capital @DLineCap]

DoubleLine's Ken Shinoda breaks down the “Land of Pain” across equities, commodities and fixed income, reviewing market performance with an eye on global allocation, duration strategy and where opportunities might emerge as markets reprice risk.

https://t.co/q3rs4I4nX7

[DoubleLine Capital @DLineCap]

DoubleLine Portfolio Manager Ken Shinoda joins @BloombergTV's “The Close” to break down the state of interest rates, credit and housing following the Federal Reserve’s June 18 meeting, where the federal funds rate was held steady.

[DoubleLine Channel 11 @DLineChannel11]

Agency mortgages still look cheap despite higher rates and tighter spreads, notes @DLineCap's Ken Shinoda, who sees relative value in securitized credit and short-duration Treasuries.

Watch: https://t.co/KCBc9cTyRR

[DoubleLine Channel 11 @DLineChannel11]

Credit markets have stabilized. No forced selling, no panic, just a steady grind tighter in spreads, Ken Shinoda says. Core bond portfolios are earning their carry.

Watch: https://t.co/KCBc9cU6Hp

[DoubleLine Channel 11 @DLineChannel11]

Has the dollar hit the bottom of its trading range? Not the best time to short it, says Ken Shinoda, but nondollar exposure still makes sense long term.

https://t.co/KCBc9cU6Hp

[DoubleLine Channel 11 @DLineChannel11]

Agency mortgages still look cheap despite higher rates and tighter spreads, notes @DLineCap's Ken Shinoda, who sees relative value in securitized credit and short-duration Treasuries.

Watch: https://t.co/KCBc9cTyRR

[DoubleLine Channel 11 @DLineChannel11]

Tech rebounded, but small caps are lagging. Unless rates come down, small caps may continue to struggle, says @DlineCap's Ken Shinoda, with the 10-year yield a key pressure point.

https://t.co/T7oT8mGRwA

[DoubleLine Channel 11 @DLineChannel11]

The Fed's in a tough spot trying to balance slowing growth and rising inflation due to tariffs, says Ken Shinoda.

https://t.co/c7rh0yiyV1

[DoubleLine Channel 11 @DLineChannel11]

The latest Channel 11 episode covers the mixed performance of commodities, with gold leading the charge as a safe haven asset, while energy markets show weakness due to slowing global growth.

https://t.co/JKOk9hSAt0

[DoubleLine Channel 11 @DLineChannel11]

Ken Shinoda emphasizes the importance of diversification in portfolios, noting that credit can be a viable replacement for equities, especially when yielding 6% to 7% over the long run.

https://t.co/JKOk9hSAt0

[DoubleLine Channel 11 @DLineChannel11]

In "April Angst," Ken Shinoda highlights the impact of tariffs on consumer prices, mentioning how prices on Chinese discounter websites have doubled or tripled, reflecting broader economic uncertainties.

https://t.co/JKOk9hSAt0

[DoubleLine Channel 11 @DLineChannel11]

.@DLineCap Portfolio Manager Ken Shinoda's latest Channel 11 episode "April Angst" dives into April's market volatility, discussing equity recoveries, global growth concerns and the impact of tariffs on consumer prices.

https://t.co/JKOk9hT8iy

[DoubleLine Channel 11 @DLineChannel11]

The Fed's in a tough spot trying to balance slowing growth and rising inflation due to tariffs, says Ken Shinoda.

https://t.co/c7rh0yiyV1

[DoubleLine Channel 11 @DLineChannel11]

DoubleLine Portfolio Manager Ken Shinoda reviews the impact of recent tariffs on growth forecasts and the Federal Reserve's dilemma in his latest episode of Channel 11, "Land of Pain."

https://t.co/c7rh0yiyV1

[DoubleLine Channel 11 @DLineChannel11]

Euro-dollar FX in the wake of Trump 1.0: a sign of things to come? “After the first Trump election,” Ken Shinoda says, “the euro sold off into the election and then started rallying again.” So far, euro-dollar “almost looks identical.”

https://t.co/X6cS28fO14

[DoubleLine Channel 11 @DLineChannel11]

Ken Shinoda notes a “dramatic change” in expectations for future levels of the target federal funds rate since the end of 2024, as investors foresee economic weakness compelling more accommodation from the Federal Reserve.

https://t.co/X6cS28fO14

[DoubleLine Channel 11 @DLineChannel11]

After a stellar 2024, gold has surged higher. “With so much uncertainty,” Ken Shinoda says, “fears of tariffs and global uncertainty, it’s just a place to go where you don’t have to deal with all the currency volatility that’s out there.”

https://t.co/X6cS28fO14

[DoubleLine Channel 11 @DLineChannel11]

DoubleLine Portfolio Manager Ken Shinoda on March 4, 2025, surveys sell-offs in risk assets and rallies in bonds amid “a massive change in sentiment around growth,” spurred by weaker-than-expected macro readings.

https://t.co/X6cS28fO14