Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=Fe7mbPiD2po Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Gundlach: Talk Is Cheap | Yield Curve Playbook [GmQvJrmLhfF] Health Updated on August 08, 2026 EDT — Published on August 08, 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. lukh02JtFF1 jziDVJsiqNM TLGMitOHcvK 1soNoXOHk48 grgRYj947gd 0CVfctrEq7S jasF1svh5Rh
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. lukh02JtFF1 jziDVJsiqNM TLGMitOHcvK 1soNoXOHk48 grgRYj947gd 0CVfctrEq7S jasF1svh5Rh