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73 episodes with mohamed el erian
15 episodes with mohamed el erian
17 episodes with mohamed el erian
15 episodes with mohamed el erian
17 episodes with mohamed el erian
7 episodes with mohamed el erian
6 episodes with mohamed el erian
7 episodes with mohamed el erian
6 episodes with mohamed el erian
Elon Musk's satellite, AI and rocket company, SpaceX, has enjoyed a successful first day on the Nasdaq stock exchange, reaching a value of $2.2 trillion. Can the valuation be justified? We ask economist Dr Mohamed El-Erian.Also on the programme: Sir Grayson Perry responds to news of the death of fellow artist David Hockney at the age of 88. And we report from Scotland, where football fans are preparing to watch their men's team return to the World Cup after a 28 year absence.
Bryn Talkington from Requisite Capital, Carson Group's Ryan Detrick and Wilmington Trust's Meghan Shue tell us how they view the market volatility. Plus, Helima Croft from RBC weighs in on the oil market as tensions with Iran re-escalate. And, Mohamed El-Erian of Allianz tells us what he's expecting from next week's fed meeting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Following hotter-than-expected inflation data, markets are rapidly shifting to price in a potential Federal Reserve rate hike by late 2026 or early 2027. Meanwhile, CLARITY Act is set for a markup today. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! Guest: Guest: Rebecca Walser, Principal at Walser Wealth Management Website➜ https://walserwealth.com/ 00:00 Intro 00:10 Sponsor: Tangem 01:00 SPX new highs 03:20 CLARITY Act Senate review 09:00 Crypto voter survey 10:45 Does CLARITY passes this year? 14:15 BREAKING: CLARITY Act Advances 15:00 IPO season post CLARITY? 18:00 Mohamed El-Erian: next phase is demand destruction 20:00 Odds of rate hike 2026 26:00 Stabecoins inevitable? 26:15 Centralized exchanges should be worried? 26:50 Trump vs bankers 27:30 Crypto voters 27:45 Banning stablecoin yields 28:00 Trump invasion 28:25 Bitcoin adoption 29:10 Trump vs Warsh 30:30 Anthropic rug pull 32: 30 Polymarket checks and balances 33:40 Trump pardons WLFI 34:40 Iran war over before UFC fight #Crypto #Bitcoin #ethereum ~CLARITY Day
Following hotter-than-expected inflation data, markets are rapidly shifting to price in a potential Federal Reserve rate hike by late 2026 or early 2027. Meanwhile, CLARITY Act is set for a markup today.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Guest: Rebecca Walser, Principal at Walser Wealth ManagementWebsite➜ https://walserwealth.com/00:00 Intro00:10 Sponsor: Tangem01:00 SPX new highs03:20 CLARITY Act Senate review09:00 Crypto voter survey10:45 Does CLARITY passes this year?14:15 BREAKING: CLARITY Act Advances15:00 IPO season post CLARITY?18:00 Mohamed El-Erian: next phase is demand destruction20:00 Odds of rate hike 202626:00 Stabecoins inevitable?26:15 Centralized exchanges should be worried?26:50 Trump vs bankers27:30 Crypto voters27:45 Banning stablecoin yields28:00 Trump invasion28:25 Bitcoin adoption29:10 Trump vs Warsh30:30 Anthropic rug pull32: 30 Polymarket checks and balances33:40 Trump pardons WLFI34:40 Iran war over before UFC fight#Crypto #Bitcoin #ethereum~CLARITY Day
The Labor Department reported Friday that unemployment held steady in April and that the U.S. added 115,000 jobs, surpassing expectations. For more on the numbers and what they tell us about the state of the economy, Amna Nawaz speaks with Mohamed El-Erian, a professor at the Wharton School of Business and chief economic advisor at Allianz. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
Is the market taking a quick breather or is something bubbling beneath the surface? We discuss with Solus' Dan Greenhaus, JPMorgan Private Bank's Abby Yoder and Ayako Yoshioka from Wealth Enhancement Group. Plus, Federal Reserve Chair Nominee Kevin Warsh made some headlines this afternoon. The details – and what it could mean for the economy with Allianz' Mohamed El-Erian. And, Alex Kantrowitz from Big Technology breaks down all things big tech – from Adobe's summit to a new report on Marvell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From recession warnings to record market highs, oil surges, geopolitical conflict claims, and accusations of media distortion—today's episode breaks down a volatile mix of economic data, global tensions, and political narratives.
Our all-star panel of Hightower's Stephanie Link, Sofi's Liz Young and Trivariate's Adam Parker tell us how they're positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz's Mohamed El-Erian weighs in. And we run through what to watch from Netflix's numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Interactive Brokers' Steve Sosnick joins the show to discuss where stocks go from here. Allianz's Mohamed El-Erian gives his latest thoughts on the Fed. And how big of a concern is Anthropic's Mythos model? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Die US-Armee hat nach eigenen Angaben einen Großteil der iranischen Produktionsanlagen für Raketen und Drohnen zerstört – und mehr als 10.000 militärische Ziele angegriffen. Doch während den US-Militärs die Ziele offenbar nicht ausgehen, wirkt ihr Oberbefehlshaber, Donald Trump, erstaunlich ziel- und planlos. Was genau wollen die USA in Iran erreichen? Welche strategischen Ziele werden hier tatsächlich verfolgt – die der USA oder die Israels? In dieser Ausgabe von »Acht Milliarden« spricht Host Juan Moreno mit Thore Schröder, SPIEGEL-Korrespondent in Tel Aviv. Geht es Israel um Sicherheit oder Dominanz? Wie kommt eigentlich die brisante Aussage eines US-Botschafters zustande, wonach Israel Anspruch auf große Teile des Nahen Ostens erheben könnte? Und warum könnte der große Iranplan Israels am Ende zu einem riesigen Problem für das Land werden? Mehr zum Thema: (S+) Starökonom Mohamed El-Erian im Interview: Was wird der Irankrieg die Welt kosten?https://www.spiegel.de/wirtschaft/iran-krieg-folgen-der-geist-der-inflation-ist-aus-der-flasche-a-dfcdd9b4-f07f-4cc5-8cc0-060c29874407 (S+) Drohen, reden, Truppen schicken: Aus dem »kleinen Ausflug« ist ein Horrortrip geworden. Jetzt sucht Trump den Ausweghttps://www.spiegel.de/ausland/iran-donald-trump-findet-keinen-ausweg-aus-dem-krieg-setzt-er-auf-eskalation-a-2fbe08d8-cd93-461a-8212-c291381cb829 (S+) G7-Außenministertreffen bei Paris: So will Deutschland zu einem Ende des Irankriegs beitragenhttps://www.spiegel.de/politik/deutschland/friedrich-merz-wie-deutschland-zu-einem-ende-des-irankriegs-beitragen-will-a-af623838-1009-489a-9632-bbd4f6b9639b +++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Alle SPIEGEL Podcasts finden Sie hier. Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Hier geht es zu unserem SPIEGEL Shop. Alle Newsletter vom SPIEGEL finden Sie hier. Hier geht es zur SPIEGEL Akademie. Sie möchten den SPIEGEL mitgestalten? Registrieren Sie sich bei SPIEGEL Perspektiven. Informationen zu unserer Datenschutzerklärung.
Energy prices are on the move after President Trump posted on Truth Social that he ordered the U.S. military to postpone strikes on Iran's power plants and energy infrastructure for five days. Shortly after the post, he spoke directly with Joe Kernen, mentioning “productive talks” with Iranian representatives and regime change. While Iranian media denied any such talks had taken place, the markets moved on each chapter of the news as it unfolded. Allianz chief economic advisor Mohamed El-Erian shares his own economic perspective, and then Richard Goldberg offers his analysis on the military operations still in play in Iran, as the former White House National Security Council Director for Countering Iranian Weapons of Mass Destruction. In Dubai, CNBC's Dan Murphy reports on sentiment among the Gulf nations, including from his sources in Emirati leadership. Mohamed El- Erian - 06:49 Richard Goldberg - 18:28 Dan Murphy - 29:21 In this episode: Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Iran says no negotiations or discussions with the United States have taken place since the start of the war. This comes after Donald Trump says the US and Iran have held “very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East”. But could we be seeing the beginnings of de-escalation talks? Meanwhile CLARITY bill is being held up by Government Shutdown political drama surrounding ICE in airports.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:10 Sponsor: iTrust Capital01:00 Trump: They very much want to make a deal01:30 5 days02:40 Ceasefire03:20 Cash = Safe haven?03:50 Mohamed El-Erian: the next 5 days are important05:00 Playbook05:30 50/5006:10 De-escalation06:50 Tom Lee: Market won't think of war in the back half08:30 Tom Lee: You want to own growth stocks09:20 CLARITY update10:20 ICE at Airports10:40 Tom Homan: Will they enforce immigration enforcement?11:00 Chaos at the airport12:00 Senate race odds#Crypto #Bitcoin #Ethereum~De-Escalation Imminent?
Why are financial markets still failing to price in the true economic costs of "Trump's war"? How is the UK facing a "double whammy" of both higher interest rates and declining living standards? Why is it considered "ludicrous" to believe the economy could return to normal quickly, even if the war ended tomorrow? Robert and Steph are joined by Mohamed El-Erian for an urgent deep dive into what the government can do to reduce the economic harm caused by the Iran war. Together, they assess the hit to global growth, and how rising energy and food prices will widen inequalities between British households. The Rest is Money is brought to you by Octopus Energy, Britain's smart energy pioneer. Email: therestismoney@goalhanger.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney Advertise with us: Partnerships@goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet again. Hear market veteran Mohamed El-Erian's take on what he would do if he were a trader here - along with a deep-dive on how to 'AI-proof' your portfolio with one former Coatue director turned portfolio manager. Plus: If you can't beat them... Partner with them? Former Ford CEO Mark Fields joined the team to break down reports Ford is eyeing a possible joint venture with Chinese automakers... While David brought his own reporting around developments in the saga for Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the geopolitical front out of Davos after a headline filled 24-hours. What investors should know - plus market takeaways with Allianz' Mohamed El-Erian. In Davos: Sara was able to sit down with the CEO of Dell, in a wide-ranging interview spanning his pledge to invest in America's children to A.I. impacts on the workforce... before later on checking in with the CEO of Scale A.I. - a start-up last valued at more than $29B when Meta took a stake in the summer... and then poached then-CEO Alexandr Wang. Plus: Elon Musk being interviewed at Davos during the hour by Blackrock's Larry Fink, and the team listened in live. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where does this rally go from here? Strategas' Chris Verrone, BNY's Alicia Levine and Requisite Capital's Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What happens when economic volatility, tariff pressure, AI disruption, and shifting distributor behavior all collide in the same quarter?In this episode, Kevin and Tom unpack a whirlwind week inside wholesale distribution, revealing how new data, emerging AI workflows, and tariff rulings are reshaping strategy across the channel.Listeners gain a front-row view into the real conversations shaping 2025: revenue headwinds, inventory tightening, economic softening, distributor risk posture, and how AI agents are redefining customer-facing operations.What You'll Learn:Why distributors are tightening inventory positions heading into 2025, and what “flat inventories” actually signal about downstream demand.How upcoming tariff rulings and active lawsuits (like Costco's) may reshape pricing models, contract structures, and channel profitability.Why AI agents from Amazon, Salesforce, and emerging tools will transform inside sales, service platforms, counter operations, and multi-branch workflows.How economic signals, PCE, sentiment scores, personal spending, and Fed pacing, will shape capital planning into mid-2025.The competitive gap forming between distributors who unify data vs. those still operating silo-based systems.Episode Highlights:03:11 – Why this past holiday week felt like a 3-week sprint for operators and sales teams10:44 – Breaking down the PCE report, sentiment data, and the Fed's rate-cut trajectory18:26 – Are mortgage rates returning to the “fours”? A practical take on borrowing costs27:15 – Mohamed El-Erian's latest economic lens and why 2 percent inflation may be the wrong benchmark40:02 – Flat U.S. inventory levels and what that means for 2025 distributor demand53:19 – Costco's bold lawsuit over tariffs, and whether refunds to consumers are even logistically possible01:05:12 – Why Amazon's new AI agents increase competitive pressure on distributors01:17:50 – The rise of blueprint-driven AI takeoff tools (Home Depot, Lowe's, and the coming B2B wave)Tools, Frameworks & Strategies Mentioned:AI Agents for Distribution Ops (Amazon Connect, Salesforce Agentforce)Data Unification for AI Readiness (LeadSmart Platform + Data Cloud methodology)Synthetic Data for forecasting and demand simulationB2B Digital Takeoff Systems used by contractors and enterprise distributorsTariff Litigation Modeling driven by channel economicsClosing Insight:“AI isn't replacing distributors, AI is replacing the distributors who refuse to modernize.” This episode makes one message clear: the teams who unify their data, modernize their workflows, and embrace AI-assisted operations will define the next decade of competitive advantage.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
We discuss the big battle of the AI devices and the big tech players in that fight with our own Steve Kovach and Big Technology's Alex Kantrotwitz. Plus, Solus' Dan Greenhaus, iCapital's Sonali Basak and Invesco's Brian Levitt debate the state of the market as we near the end of the year. And, Mohamed El-Erian from Allianz tells us which potential Fed chair would be best for the equity market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amid Black Friday, Small Business Saturday, and Cyber Monday sales, owner of The Locavore Caroline Weaver discusses consumers shopping locally this holiday season. President Trump told reporters over the weekend that he's decided on his pick for the next Fed Chair, prompting renewed conversation about reported front-runner Kevin Hassett. Economist Mohamed El-Erian considers the big economic picture, including the Federal Reserve's path forward. Plus, Nvidia is taking a $2 billion stake in Synopsys and an Airbus glitch affected planes flying over the holiday weekend. Caroline Weaver - 15:40Mohamed El-Erian - 23:28 In this episode:Mohamed El-Erian, @elerianmBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research. Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Economist Mohamed El-Erian spoke to Barron's editor at large Andy Serwer about investing in artificial intelligence, the strength of the economy, the Federal Reserve, and more. This conversation was recorded on Oct. 28, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sara Eisen and Carl Quintanilla kicked off the hour with a fresh read on where the Federal Reserve stands on rates - after a tough day for the markets on falling odds of a December cut - and on the heels of new, hawkish comments out of one FOMC voting member top of the hour. Market veteran Mohamed El-Erian gave his take - in addition to Apollo Chief Economist Torsten Slok. Plus: is the tech sell-off overdone - or is there more pain to come? Longtime tech bull, Wedbush's Dan Ives, joined the team with his reasons to buy here. Also in focus: the retail wrap-up - from Walmart's CEO retiring after more than a decade at the helm (including who's taking the reins and what it means for shareholders) and more on the shock end, effective immediately, to Under Armour's partnership with Stephen Curry... Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of One Decision, hosts Kate McCann and Sir Richard Dearlove, former head of Britain's MI6, sit down with Mohamed El-Erian, renowned economist and the Rene M. Kern Practice Professor of the Wharton School of the University of Pennsylvania. They discuss how President Donald Trump's tariff policies have shifted the landscape of geo-economics, as countries struggle to adapt to US trade policies. They also examine the state of the US dollar and whether its position as the leading reserve currency may be at risk. Plus, how AI will change the global economy and how a universal basic income could protect against drastic labor impacts. Episode produced by Situation Room Studios. Original music composed and produced by Leo Sidran. Learn more about your ad choices. Visit megaphone.fm/adchoices
Can the truce between Trump and Xi hold? What should Starmer do now to prepare for the coming AI shock? And how can Reeves's budget combine tax rises with growth stimulation? Robert talks with Mohamed El-Erian, Professor at the Wharton School of the University of Pennsylvania. Get started today at https://www.HubSpot.com For investing, savings, and pensions, the smart money's with Wealthify. Open your account today at https://www.wealthify.com. Wealthify is authorised and regulated by the Financial Conduct Authority. With investing, your capital is at risk. Tax treatments depend on individual circumstances and may change in future. Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney https://goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
More record highs for the major averages ahead of the Fed decision and earnings from the three of the Magnificent 7 names. Longtime market watcher Mohamed El-Erian gives his predictions ahead of Jerome Powell's press conference. Meantime Nvidia hit a record high, becoming the first company to push above 5 trillion dollars in market cap. Plus what to expect from Alphabet's earnings report, and a conversation from Saudia Arabia with Brookfield CEO Bruce Flatt, fresh off an $80 billion nuclear deal with the U.S. Government.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The market had a big mid-day move with the regional banks at the center of it. Leslie Picker explains all the details. Charles Schwab's Liz Ann Sonders and Solus' Dan Greenhaus tell us how they're playing today's action. Plus, Allianz's Mohamed El-Erian maps out what he thinks is the path ahead for the Fed. And, top strategist Jeff DeGraaf breaks down the big move in yields. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Major questions are looming on two critical fronts – the fate of the Fed independence and the future of the AI trade. It's been a big week for both. We discuss with CNBC's Eamon Javers, Allianz' Mohamed El-Erian, CNBC's Kristina Partsinevelos and Partners' Group Anastasia Amoroso. Plus, we discuss a big shift in consumer spending and what it could mean for U.S. companies like Tapestry and Ralph Lauren. And, Robinhood's Stephanie Guild tells us how she is positioning as we head into a new trading month.
This week on Face the Nation, the Trump administration builds up the federal presence in the nation's capital to crack down on crime, as the President vows to use similar tactics in other US cities. The number of national guard troops sent to protect Washington continues to grow as President Trump praises his own plan to clean up the city. But as Mr. Trump dismissed district leaders' claim of a 30-year low in violent crime, he's vowing a similar surge in Chicago, New York, and other cities. What could that mean for public safety in your community? We'll check in with Maryland Democratic Governor Wes Moore and New York Republican Congressman Mike Lawler. Then, Federal Reserve Chairman Jerome Powell hints at an interest rate cut, but he also cautions that the U.S. economy is facing challenging times. We get a reality check on Powell's speech and state of the economy from economist Mohamed El Erian. Plus, a UN-backed group confirms residents of Gaza City are facing catastrophic conditions of famine and warn that it will soon expand to other areas within the Gaza Strip. New Hampshire Democratic Senator Jeanne Shaheen is visiting the region and will join us. We talk with UNICEF Executive Director Catherine Russell as well. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Is it time to prepare for a bigger pullback in the AI trade? We discuss with Trivariate's Adam Parker, RBC Capital Markets' Lori Calvasina and Invesco's Brian Levitt. Plus, Bill Miller IV from Miller Value Partners weighs in crypto's wild ride. And, Allianz's Mohamed El-Erian tells us what he's expecting from Jackson Hole.
President Trump called for the Bureau of Labor Statistics Commissioner just hours after the agency reported slowing U.S. job growth. Allianz' Mohamed El-Erian gives us his first reaction to that breaking news. Plus, stocks sank in the final hour of trade. Morgan Stanley's Chis Toomey weighs in on that massive move – and tells us where he sees the recent rally headed. And, we hear from a star analyst following Apple's blowout numbers.
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still upside for investors buying stocks today. Jessica points out a nearly perfect parallel between the current AI driven rally and the original Dot Com boom from 25 years ago. Then at 39:57, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA, your way by visiting: https://Betterment.com/advisors Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
MRKT Matrix - Tuesday, July 22nd S&P 500, Nasdaq retreat from records as chip stocks decline (CNBC) Top economist Mohamed El-Erian breaks ranks with Wall Street and says Powell should resign to preserve Fed independence (CNBC) Bessent says Powell doesn't need to resign but should conduct internal review (CNBC) SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (WSJ) OpenAI Greatly Expands Data Center Deal With Oracle (The Information) Wall Street Readies Fresh Push Against Tighter US Capital Rules (Bloomberg) GM Profit Falls as Trump Tariffs Add $1.1 Billion in Costs (Bloomberg) Clout wars: Jensen Huang eclipses Elon Musk and Tim Cook in Washington (CNBC) How China Curbed Its Oil Addiction – and Blunted a U.S. Pressure Point (WSJ) -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Are stocks primed for a second half surge or a disappointing six months ahead? We discuss with Trivariate's Adam Parker, NewEdge's Cameron Dawson and Payne Capital's Courtney Garcia. Plus, we break down the latest in President Trump and Elon Musk's reignited feud. And, Mohamed El-Erian from Allianz breaks down his second half playbook.
Mohamed El-Erian says it's getting harder to believe the Fed is apolitical. President Trump's mega bill hits a snag in the Senate. Plus, what Zohran Mamdani's NYC primary win means for regional banks.
For the summer season, All Else Equal will be alternating between new episodes and reruns. On this week's episode, we're revisiting our conversation with Mohamed El-Erian on the intricacies of national debt and the best ways to measure it. Mohamed, Jonathan, and Jules explore the broader macroeconomic and geopolitical factors at play. They discuss the importance of demographic shifts as well as recent technological advancements (AI) for economic growth and our fiscal future.El-Erian is the former chair of President Obama's Global Development Council and former CEO of PIMCO. He is a Senior Fellow at the Lauder Institute. You can read Jonathan and Jules' paper on national debt, “Why Care About Debt-to-GDP?” published May 27, 2025, here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5271557Find All Else Equal on the web: https://lauder.wharton.upenn.edu/in-the-news/all-else-equal/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.
Have the bond markets become a new form of global governance? Are we witnessing the end of US economic exceptionalism? And how does game theory relate to cooperation on net-zero?This week on Cleaning Up, Bryony Worthington sits down with renowned economist Mohamed El-Erian to unpack the complex intersections of global finance, politics, and climate change. El-Erian offers insights into the current economic landscape, exploring how central banks, trade tensions, and technological innovations are reshaping our understanding of international economics. From the rise of China's green technology sector and the scrapping of Canada's carbon tax to bond vigilantism and the potential long-term consequences of US trade policy, this episode provides a nuanced look at the challenges and opportunities facing the global economy in an era of unprecedented uncertainty.Find more: The Sierra Leone Special: https://youtu.be/z-5QjSfy2SMMohamed's website: https://www.mohamedel-erian.com/How China Became a Green Finance Superpower: https://youtu.be/Fu6giWzTxAYLeadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.
Ali Velshi is joined by Rep. Becca Balint (D-VT), economist Mohamed El-Erian, Brookings' Andre Perry, TN State Rep. Justin J. Pearson, Vanity Fair's Molly Jong-Fast, New York Times' Nicholas Kristof, Caitlin Dickerson from The Atlantic, and attorney Petra Molnar.
Adam Crisafulli of Vital Knowledge and Jeffrey Kleintop of Charles Schwab break down the market action today as investors brace for a key week of earnings and macro headlines. Results from United Airlines, Interactive Brokers, and JB Hunt are in focus. Interactive Brokers Founder and Chairman Thomas Peterffy joins to discuss his company's quarter and how retail clients are positioned after the last two weeks of high volatility. Mohamed El-Erian of Allianz offers perspective on the market backdrop and policy landscape. Later, Julian Emanuel of Evercore ISI outlines stock positioning into earnings, while Charles Dallara weighs in on the evolving tariff outlook. The show wraps with Conor Cunningham of Melius Research breaking down United's performance and outlook.
President Donald Trump admits a period of difficult transition is inevitable as his trade policies continue to cause upheaval in international markets. And after the end of the Cold War, the world economy became integrated, and globalisation began, but is that at risk now because of the tariffs, trade war and protectionism? Presenter Roger Hearing speaks to Mohamed El Erian, former IMF Deputy Director who is now President of Queens' College, Cambridge, and chief. Also, a general strike against public spending cuts in Argentina has severely disrupted transport systems in the country. All domestic flights have been cancelled; trains and metro services have been suspended in Buenos Aires and other parts of the country.Throughout the program, Roger will be joined by two guests on opposite sides of the world – Yoko Ishikura, a professor emeritus at Hitotsubashi University in Japan, and Tony Nash, CEO and founder of Complete Intelligence, an AI-based financial forecasting firm in Houston.
President Donald Trump admits a period of difficult transition is inevitable as his trade policies continue to cause upheaval in international markets. And after the end of the Cold War, the world economy became integrated, and globalisation began, but is that at risk now because of the tariffs, trade war and protectionism? Presenter Roger Hearing speaks to Mohamed El Erian, former IMF Deputy Director who is now President of Queens' College, Cambridge, and chief. Also, a general strike against public spending cuts in Argentina has severely disrupted transport systems in the country. All domestic flights have been cancelled; trains and metro services have been suspended in Buenos Aires and other parts of the country.
What does this President Trump's big tariff shift mean for your money? We discuss with Altimeter's Brad Gerstner. Plus, PIMCO's Richard Clarida tells us what this move might mean for the fed. And, Mohamed El-Erian from Allianz tells us how he is navigating the tariff uncertainty.
How much can stocks keep rebounding if daily tariff twists and turns keep coming? We discuss with Solus' Dan Greenhaus, Stephanie Aliaga of JPMorgan Asset Management and Neuberger Berman's Shannon Saccocia. Plus, top analyst Mike Mayo is forecasting 20% upside in one bank stock. He tells us which one and why. And, Allianz' Mohamed El-Erian tells us where he sees stocks headed from here.
In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin's potential as a neutral reserve asset for global trade, the sputnik moment in Europe, and more. Enjoy! __ Follow Mohamed El-Erian: https://x.com/elerianm Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (00:10) Expectations for the Fed (02:47) Inflation Expectations (09:38) Ledger Ad (10:25) Tariffs & Growth (13:20) Debt Dynamics and Fiscal Policies (22:31) Stablecoins and Digital Assets (25:12) Ledger Ad (28:31) Bitcoin as a Neutral Reserve Asset (33:00) Europe's Sputnik Moment (37:39) Final Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
About 8.9 million. That’s how many U.S. workers worked more than one job in February — an all-time high, according to the Bureau of Labor Statistics. We spoke with some workers holding multiple job about why this economy necessitates a second (or third) gig. Plus, economist Mohamed El-Erian on DOGE and recession odds, and we break down why the U.S. energy mix probably won’t change much under President Donald Trump.
About 8.9 million. That’s how many U.S. workers worked more than one job in February — an all-time high, according to the Bureau of Labor Statistics. We spoke with some workers holding multiple job about why this economy necessitates a second (or third) gig. Plus, economist Mohamed El-Erian on DOGE and recession odds, and we break down why the U.S. energy mix probably won’t change much under President Donald Trump.
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian. Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President Donald Trump will meet with top business executives later in the day. Contracts for the Nasdaq 100 rose 0.5% after the index’s deepest slump since 2022, while those on the S&P 500 climbed 0.4%. Tesla Inc. shares rose in premarket trading after Monday’s 15% slide while other tech names including Nvidia Corp. also edged higher. In Europe, the Stoxx 600 index was steady while earlier, Asian shares bounced off an intraday five-week low.There was relief for other risk assets too, as Bitcoin stabilized after a five-day selloff and oil prices notched a small bounce from Monday’s drop. However, concerns over the once unstoppable resilience of the US economy continue to support Treasury markets, with 10-year yields edging lower again on Tuesday. The dollar index slid 0.3%.See omnystudio.com/listener for privacy information.
In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, including the growing risk of stagflation. We also delve into the outlook for Europe, Japan, and China, Bitcoin and digital assets, and more. Enjoy! — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG200 FOR $200 OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york __ Follow Mohamed: https://x.com/elerianm Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Timestamps: (00:00) Introduction (01:27) Job Report & Labor Market (05:45) US Growth & Stagflation Risk (09:41) Tariffs & Imports (11:19) Inflation Outlook & Oil (15:48) Fiscal Outlook (19:32) DAS Promo (20:14) Fed & Number of Cuts in 2025 (22:57) Goods, Services, & Shelter Inflation (25:51) Europe, Japan, & China (32:14) Bitcoin & Digital Assets __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Bloomberg Opinion Columnist Mohamed El-Erian analyzes this morning's jobs report and nonfarm payroll data. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. Stephanie Roth of Wolfe Research and Kathy Jones of Charles Schwab also join the panel.See omnystudio.com/listener for privacy information.
Willy was once again joined by one of the world's most respected economists, Mohamed El-Erian, to cover everything you need to know as we enter 2025. They discussed Fed predictions, inflation, interest rates, the impacts of the new administration, tariffs, labor markets, the AI revolution, geopolitics, the dominance of the U.S. markets, challenges for business leaders today, and so much more. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Face the Nation, it's down to the final hours of campaign 2024 and election night is shaping up to be a cliffhanger....on Saturday, both presidential candidates stumped for every last vote on the campaign trail… We talk with Florida Republican Marco Rubio and Nevada Democratic Senator Catherine Cortez Masto on how their respective parties are handling the final push into Election Day… then, as early voting numbers continue to rise, our election security panel tells us what voters need to know. Finally, Mohamed El-Erian fact-checks the state of the economy. All that and more, on Face the Nation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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