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GUNDLACH DETAILS HIS INVESTMENT STRATEGY

9 July 2010 by Cullen Roche 4 Comments

The other day we highlighted Jeff Gundlach’s macro outlook and how he is preparing his portfolios to generate high cash flows regardless of the inflationary or deflationary outcome. In this video Gundlach details his investment approach and explains why he thinks the 10 year treasury yield could decline to 2%. He also explains how to position yourself for the potential of inflation:

Part 1:



Part 2:

Source: Morningstar

Cullen Roche

Cullen Roche

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Comments
  • scharfy

    thanks for introducing guy to me. he’s definitely on my permanent “must read” list.

    I like the cool handed sickness of buying beat up RMBS as a quasi hedge.

    07/09/2010 at 7:55 PM
  • Jon

    I’m afraid Gundlach is conflating an increase in the price of platinum plated dildos with actual inflation.

    07/09/2010 at 8:07 PM
  • Vol Trader Gordon Gekko

    Gundlach is a beast, but it takes big nuts to be jumping back into the RMBS/CMBS market with the way housing looks right now.

    07/09/2010 at 9:01 PM
  • Prescient11

    GG,

    Welcome to TPC. Hope you’re well from ZH.

    07/09/2010 at 10:09 PM