CNBC (via DoubleLine Capital), Released on 10/30/25 (Recorded on 10/29/25)

DoubleLine CEO Jeffrey Gundlach joins CNBC after the Federal Reserve’s 25-basis-point rate cut to share his outlook on the Fed’s next moves, inflation’s persistence and the U.S. Treasury yield curve’s steepening. Mr. Gundlach discusses why the market’s confidence in a December cut might be misplaced, how the Fed’s balance sheet strategy could reduce interest expense on U.S. debt and why he expects opportunities in Agency mortgage-backed securities, corporate bonds and emerging markets debt. He also cautions about rising vulnerabilities in private credit, the potential for a liquidity crunch and the importance of rebalancing after a strong year for financial assets.

Jeffrey Gundlach is the Chief Executive Officer and Chief Investment Officer of DoubleLine Capital. He is recognized as an expert in bond and fixed income investments. His investment strategies have been featured in leading publications from around the world In 2013, he was named “Money Manager of the Year” by Institutional Investor. He is a graduate of Dartmouth College summa cum laude holding a BA in Mathematics and Philosophy. He attended Yale University as a PhD candidate in Mathematics.

  federal reserve, investing, Jeffrey Gundlach, stocks