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The bond market tells you more about the economy than any stock index ever will. Equity investors who ignore bonds are flying blind.
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Art is the only asset class that has never gone to zero. My collection is worth more than most hedge funds.
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Inflation is not transitory. I said that in 2021 when the Fed was still using that word. It was obvious to anyone reading the data.
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I do not follow consensus. Consensus is the average of everyone else's wrong opinions.
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I was fired on a Friday and started DoubleLine on Monday. Within a year my old clients brought me 12 billion dollars. Loyalty is earned.
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I predicted Trump would win in 2016 when everyone said it was impossible. I was reading the data. They were reading Twitter.