November 17, 2025· 59 min

Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued

Jeffrey Gundlach

Orality

Model

50%

Speaker Breakdown

HostJoe Weisenthal(1,056 words)

M:29%

HostTracy Alloway(1,649 words)

M:93%

GuestJeffrey Gundlach(7,658 words)

M:91%

Oral Indicators

Agonistic37%

literally, completely, obviously

Engagement72%

you, our, your

Memory Aids100%

listen, so, now

Repetition100%

it's (87x), they (81x), know (73x)

Parallelism75%

So have you heard the story ab..., So switch to Verizon Business,..., And I'm Joe Wiesenthal....

Sound Patterns57%

70 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases3%

you know what, i mean

Literate Indicators

Hedging7%

could, quite, probably

Passive Voice6%

are issued, is when, being underreported

Abstract Nouns16%

investment, prescription, medication

Subordination6%

because, since, although

Sentence Length34%

Avg: 13.5 words/sentence

Word Complexity48%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style28%

872 personal pronouns found

Descriptive Style87%

automatically, family, apply

Description

Stocks are overpriced. Bonds are overpriced. And private assets are a powder keg. This is the view of Jeffrey Gundlach, the founder and CEO of DoubleLine Capital. As part of our 10-year anniversary celebration of the Odd Lots podcast, we've been talking to some big names in markets and economics to get a sense of how they see the world and what's changed in recent years. One major change, obviously, is the end of ZIRP. And while Treasuries have rallied modestly this year, Gundlach sees mounting pressure on government balance sheets pushing yields higher going into the future. We also talk about gold, the greater opportunities for a US-based investor when looking internationally, and why everyone should be holding more cash in their portfolios. Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

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