For those who are unfamiliar with Jeff Gundlach, he is considered oe of the top minds in the bond market but generally stays out of the public eye. In fact, other than a few interviews with CNBC's Strategy Session during 2011 - I really had not seen him on infotainment financial TV. If unfamiliar, there is a cover story on him in Barron's a month or so ago.
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)