Gundlach had a very interesting theory today, that goes completely opposite of what bond guru Bill Gross of PIMCO is thinking (and the general market consensus) - that is, once QE ends (i.e. the Fed stops buying bonds), bond yields will fall, not rise. If that happens, it would catch a lot of people wrong footed. He lays out the reasoning in this interview along with a few other thoughts:
9 minute interview - email readers will need to come to site to view (while the topic might sound wonkish the interview is quite good)
[Mar 9, 2011: [Video] Doubeline's Jeff Gundlach Joins Chorus Warning on Muni Bonds]
[Jan 9, 2011: [Video] CNBC - Jeff Gundlach of Doubleline Capital]