Jeffrey Gundlach on Bonds, Bitcoin, Why Trump Might Not Run

Gundlach speaking at the Sohn hedge fund conference this year.
Photo: Bloomberg via Getty Images

Bond market commentary tends to be a dry affair. But over the years Jeffrey Gundach, founder and CEO of the $140 billion bond-focused investment firm DoubleLine, has earned a reputation for talking about the intersection of financial markets and national politics in a trenchant, useful, and entertaining way. Put his name into Google News and you’ll see a scroll of headlines chronicling nearly every public utterance. In a world where financial markets have become very political — often more responsive to the cues and directives of central bankers and politicians than old-school economic fundamentals — his casual, cross-disciplinary mode of analysis feels particularly apposite.

Gundlach’s willingness to make audacious predictions also doesn’t dampen…