Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=4jit4y8Fyd7 Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Gundlach: Talk Is Cheap | Yield Curve Playbook [eW3t6lHL7n9] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT Jeffrey Gundlach on CNBC lays out his exact playbook: stay away from the long end of the curve, park in the 2-year to 7-year range, stay high in quality (BBB and above), and absolutely no leverage. He warns that the system is dangerously overleveraged through private credit, insurance company tie-ins, and private equity — and the problems are becoming visible in real time, with DOJ investigations and funds marking down 23% in the first half of 2026. His view: Warsh will have to raise rates next meeting to restore credibility, the yield curve is going to steepen, and lower-tier credit is heading for stress. 8WGzoYRTYR5 fJH1fkAJ98X AwXfCj4k6ez LHr1KGWoGay UeEWA70y9xp ghAViJEASlf
Jeffrey Gundlach on CNBC lays out his exact playbook: stay away from the long end of the curve, park in the 2-year to 7-year range, stay high in quality (BBB and above), and absolutely no leverage. He warns that the system is dangerously overleveraged through private credit, insurance company tie-ins, and private equity — and the problems are becoming visible in real time, with DOJ investigations and funds marking down 23% in the first half of 2026. His view: Warsh will have to raise rates next meeting to restore credibility, the yield curve is going to steepen, and lower-tier credit is heading for stress. 8WGzoYRTYR5 fJH1fkAJ98X AwXfCj4k6ez LHr1KGWoGay UeEWA70y9xp ghAViJEASlf