What podcasts say about Jeffrey Gundlach

Every statement, with the speaker, the exact quote and the moment it was said.

What Jeffrey Gundlach has said on podcasts

22 statements · 7 positive · 14 negative · 1 neutral

on Government bond supplyNegativeSep 25, 2026· UBS On-Air: Market Moves
Government bond supply is driving global interest rates higher.
“One of the things that's really driving all of this is just the supply of bonds.”
Listen at 2:02
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on AI-related high-yield bondsNegativeSep 25, 2026· UBS On-Air: Market Moves
AI-related high-yield bonds have widened 150 basis points.
“the AI bonds are out by 150 basis points as of last week.”
Listen at 4:34
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on S&P 500NegativeSep 25, 2026· UBS On-Air: Market Moves
The S&P 500 had a CAPE ratio of 42 as of July 31.
“The S&P 500, as of July 31st, the most recent number I have, had a CAPE ratio of 42%”
Listen at 7:29
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on S&P 500NegativeSep 25, 2026· UBS On-Air: Market Moves
Historically, S&P 500 ten-year real returns were negative after CAPE exceeded 35.
“if you're above 35 on the CAPE ratio, you basically have never had a forward real rate of return from the S&P 500 that's positive. It's negative all the time.”
Listen at 8:00
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on S&P 500NegativeSep 25, 2026· UBS On-Air: Market Moves
A 42 CAPE and 2% inflation imply negative 4% annual S&P returns for ten years.
“we're talking about a negative 4% return per annum for 10 years”
Listen at 8:54
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Interest rateNegativeSep 25, 2026· UBS On-Air: Market Moves
Interest rates are more likely to rise than fall.
“the path of least resistance appears to be up”
Listen at 10:25
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Price of oilNegativeSep 25, 2026· UBS On-Air: Market Moves
Oil prices will not fall to $50 or $60.
“I don't think it's going to drop down to 50 or 60.”
Listen at 11:50
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Price of oilPositiveSep 25, 2026· UBS On-Air: Market Moves
Oil prices may bottom around $70 because governments refill reserves.
“I would say probably it's 70.”
Listen at 12:00
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on InflationNegativeSep 25, 2026· UBS On-Air: Market Moves
A return to 2% inflation lacks a convincing basis.
“I don't see the real case for this 2%.”
Listen at 12:26
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Federal Reserve rate cutsNegativeSep 25, 2026· UBS On-Air: Market Moves
The Federal Reserve will not cut rates in 2026.
“there will be no rate cuts in 2026.”
Listen at 13:23
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Federal ReserveNegativeSep 25, 2026· UBS On-Air: Market Moves
The Federal Reserve will probably raise rates twice more.
“So the Fed's probably going to raise rates a couple more times”
Listen at 13:51
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on U.S. ten-year Treasury yieldNegativeSep 25, 2026· UBS On-Air: Market Moves
The ten-year Treasury yield could reach 6%.
“it seems like 6% is not unreasonable to think about for the U.S. tenure.”
Listen at 14:52
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Long-term TreasuriesNegativeSep 25, 2026· UBS On-Air: Market Moves
Gundlach would buy long-term Treasuries only near 6%–6.5% yields.
“I would not be a buyer of long-term treasuries unless the yield were about 6%, maybe even 6.5 on the 30-year treasury.”
Listen at 15:35
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Market-cap-weighted equitiesNegativeSep 25, 2026· UBS On-Air: Market Moves
Gundlach eliminated market-cap-weighted equity exposure.
“I really went to nothing in market cap weighted concept.”
Listen at 17:40
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Equity (finance)NeutralSep 25, 2026· UBS On-Air: Market Moves
Gundlach recommends allocating 30% to stocks.
“the stocks that I recommend, I only recommend 30% stocks.”
Listen at 17:47
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Equal-weighted equity indexPositiveSep 25, 2026· UBS On-Air: Market Moves
Gundlach recommends an equal-weighted equity index allocation.
“I recommend only one allocation, and that's to an equal weighted index.”
Listen at 17:51
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Older non-guaranteed mortgage-backed securitiesPositiveSep 25, 2026· UBS On-Air: Market Moves
Older non-guaranteed mortgage-backed securities can yield about 6.25%–6.30%.
“you can get up around 6.25, 6.30 in what I think is a risk-free asset.”
Listen at 19:15
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on AAA CLOsPositiveSep 25, 2026· UBS On-Air: Market Moves
AAA CLOs are unlikely to incur losses.
“I really don't think AAA CLOs are going to take any losses.”
Listen at 19:50
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Local-currency emerging-market bondsPositiveSep 25, 2026· UBS On-Air: Market Moves
A dollar decline would benefit local-currency emerging-market bonds.
“should the dollar decline, which is my base case of over the intermediate to long term, you're going to get a currency benefit”
Listen at 20:39
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Commodity fundPositiveSep 25, 2026· UBS On-Air: Market Moves
Gundlach recommends allocating 10% to a commodity fund.
“I think 10% should just be in a commodity fund.”
Listen at 21:25
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on GoldPositiveSep 25, 2026· UBS On-Air: Market Moves
Gundlach increased his gold allocation from 5% to 10%.
“I've increased my gold holding to 10% from 5%.”
Listen at 21:33
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)
on Interest rateNegativeSep 25, 2026· UBS On-Air: Market Moves
Long-term interest rates are more likely to rise than fall.
“I'm still on the side that long rates are half of least resistance is up”
Listen at 27:24
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.