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Podcast: The Julia La Roche Show
Episode: #064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
Description: Ken Shinoda, portfolio manager at DoubleLine Capital, joins Julia La Roche on episode 64 to provide his macro outlook and views on housing. He also shares one of his highest conviction ideas right now.
Ken joined DoubleLine at its inception in 2009. He is Chairman of the Structured Products Committee and oversees the non-Agency RMBS team specializing in non-Agency mortgage-backed securities, residential whole loans, and other mortgage-related opportunities. He is co-Portfolio Manager on the Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. He is also lead Portfolio Manager overseeing the Mortgage Opportunities private funds. Ken is...