DoubleLine Round Table Prime 2026: Market Outlook & Best Ideas

Bespoke Commentary — January 22, 2026

DoubleLine

In the Markets segment of DoubleLine’s 2026 Round Table Prime, DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion on how investors should interpret equity, fixed income and credit markets amid elevated valuations, structural shifts in market plumbing and changing Federal Reserve dynamics. The segment explores how policy expectations, sentiment and passive flows are increasingly shaping market outcomes independent of traditional fundamentals. The Best Ideas segment of DoubleLine’s 2026 Round Table Prime translates macro and market themes into portfolio positioning. Moderated by DoubleLine Deputy CIO Jeffrey Sherman, the discussion spans global equities, fixed income, commodities and real assets. Rather than focusing on a single trade, panelists emphasize diversification, liquidity and adaptability in navigating a volatile policy and economic environment.

Market Outlook

Timestamps:
00:00 Introduction by Jeffrey Sherman
00:33 Jeffrey Gundlach argues that the Federal Reserve simply follows the two-year Treasury yield.
01:35 Discussion on the high percentage of government debt financed at the short end (T-bills) versus long-term bonds.
03:53 Charles Payne criticizes the Fed’s reliance on old data and its delayed response to market conditions.
05:08 Analysis of Scott Bessent’s potential influence on the Fed and the “Main Street vs. Wall Street” dynamic.
08:38 The panel discusses the politicization of the Federal Reserve and internal conflicts.
11:00 The concept of the “Fed Put” and the stock market’s dependency on accommodative policy.
12:50 The impact of passive investing and 401(k) flows on keeping large-cap stock valuations high.
16:30 A debate on market valuations, with Gundlach noting the Shiller PE (CAPE) ratio is pressing against 40 (a “three sigma event”).
23:03 The prevailing investor belief that the business cycle has been repealed and recessions are a thing of the past.
24:53 Discussion on the negative equity risk premium and the “riskless” perception of the S&P 500.
30:10 Warnings about the private credit market, including valuation discrepancies and lack of transparency (“The Wild West”).
36:11 Liquidity issues faced by large endowments (e.g., Harvard) during market stress. 40:21 Comparing the performance of Bitcoin vs. Gold in 2025, and Gold as a measure of confidence in central banking.

Jim Bianco on the impact of passive investing and 401(k) flows on large-cap stocks


Best Ideas

Timestamps:
00:00 Opening remarks for the “Best Ideas” segment.

Danielle DiMartino Booth
01:13 Economic Outlook: Predicts four rate cuts in the first half of the year and unemployment hitting 5% by mid-year.
02:10 Yield Curve & Dollar: Favors the 5-year Treasury (“the belly”) and a weaker dollar in the first half of 2026.
03:10 Gold & Silver Miners: Bullish on miners due to rising uncertainty and issues in the private credit space.
04:08 Equities: Favors the Dow and utilities; unfavorable on financials and small caps.

Charles Payne
05:18 Small Caps & Tech: Mentions specific opportunities in small-cap tech (e.g., Credo).
05:51 Space Industry: Discusses the “Fourth Industrial Revolution” and names Rocket Lab as a top pick.
07:18 Drones & Defense: Bullish on drone technology (Ondas mentioned) and defense stocks due to modern warfare needs.
08:32 Commodities & Energy: Strong conviction in Copper and First Solar; discusses the energy needs of data centers.

Jeffrey Gundlach
09:59 Electricity & Data Centers: Discusses the correlation between data center locations and rising residential electricity prices.
12:06 Portfolio Construction: Recommends 30% in non-US stocks (owned in foreign currency), 15–20% in real assets (gold, land), and 20% in cash.
13:48 Bonds: Favors emerging market debt and shorter-duration US bonds (7 years and in); avoids long-term Treasuries due to fiscal concerns.
19:10 Gold: Notes the breakdown of the copper/gold ratio and central bank buying as a driver for gold prices.

Jim Bianco
22:33 Artificial Intelligence: Argues AI is the true “Fourth Industrial Revolution,” bigger than the internet, and will solve the “database operator” problem of modern life.
25:14 The “Infrastructure Wave”: Compares the current AI build-out to the Cisco/Internet boom of the late 90s—expecting an infrastructure bubble followed by a crash, then long-term utility.
27:07 Bond Market Analysis: Notes that the US 10-year was the only major sovereign yield to fall in 2025, largely due to government “jawboning.”
31:38 Dollar & TIPS: Contrarian view: expects a strong dollar in the first half of the year; likes short-term TIPS (0–5 years).

David Rosenberg
35:40 Cash Reserves: Cites Warren Buffett’s massive cash pile as a signal; advocates for a 20% cash position.
37:42 Treasuries: Bullish on the 2-year note and UK Gilts; finds the real yield on the long bond tempting (contrasting with Gundlach).
39:34 International Equities: Bullish on India (Sensex), noting it lagged regional benchmarks last year.
40:52 Defense & Infrastructure: Likes global aerospace/defense and energy infrastructure (pipelines/refineries).
41:43 Gold: Argues gold is in a secular bull market driven by central bank demand, with potential to reach $6,000/oz.

45:06 Final rapid-fire stock picks (Latin America/Africa) and closing summary.

Jim Bianco gives his best ideas for 2026 and beyond