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Podcast: The Julia La Roche Show
Episode: #352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
Description: Legendary bond investor Jeffrey Gundlach, founder and CEO of DoubleLine Capital, makes his debut on The Julia La Roche Show for a wide-ranging conversation on the most pressing risks facing investors in 2026. Gundlach makes the case that we are living through a fundamental regime shift — one where the next recession brings rising long-term interest rates and a falling dollar, the exact opposite of what most investors expect. He breaks down why the private credit market is shaping up to be the defining financial stress of this cycle, drawing parallels to subprime in 2006 and revealing just how opaque and potentially da...