Podcast appearances and mentions of mohamed el erian

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.

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.

Bloomberg Opinion Columnist Mohamed El-Erian discusses the event risk this week may hold due to the upcoming jobs report and Bessent and Powell speaking engagements. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.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

The S&P 500 notched its 54th record close of the year as markets get ready for a busy week of data and earnings. Allianz Chief Economic Advisor Mohamed El-Erian breaks down what will be most important for investors. Intel CEO Pat Gelsinger retired from his position; Jon takes a look at the winding road of his tenure and Moor Insights & Strategy's Patrick Moorhead shares what happens next. Klaviyo CEO Andrew Bialecki kicks off Cloud Week with a look at what social strategies are most effective for Cyber Monday.  

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.

The US dollar is gradually losing its dominance, and foreign central banks are buying fewer Treasury securities, instead holding more gold in their reserves, warns Mohamed El-Erian, a mainstream American economist. Ben Norton discusses how countries are seeking financial alternatives, especially Global South nations around BRICS. VIDEO: https://www.youtube.com/watch?v=KnMAit5MP-Y BRICS plans ‘multi-currency system' to challenge US dollar dominance: Understanding Russia's proposal - https://geopoliticaleconomy.com/2024/10/19/brics-russia-multi-currency-system-us-dollar/ Topics 0:00 Western media cope on de-dollarization 2:53 Renowned US economist warns de-dollarization is happening 4:55 Gold price rises despite inflation falling 7:18 BRICS seeks alternatives to US dollar dominance 9:04 Sanctions, reserves freezes, weaponization of US dollar system 11:23 Holding gold in reserves is not bringing back gold standard 13:08 Central banks buy lots of gold 14:40 West's economic war on Russia failed 15:34 US-Israel wars in Middle East (West Asia) 17:18 "Erosion" of US dollar hegemony 18:56 US government debt and Treasury market 24:39 USA now spends more on debt interest than military 25:09 China dumps US Treasury securities 25:59 Europe, Canada, Taiwan buy US Treasury bonds 27:57 Outro

Steph and Robert talk to leading economist and investor Mohamed El-Erian about how growth is the only solution to our national debt burden, how he would re-write the fiscal rules to allow for much more public investment and why central banks must increase their inflation targets from 2% to 3% Sign up to our newsletter to get more stories from the world of business and finance. Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney goalhangerpodcasts.com Producer: Ross Buchanan Head of Content: Tom Whiter Exec Producers: Tony Pastor + Jack Davenport Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stocks retreated from early trading gains to close in the red. Bespoke's Paul Hickey and Truist's Keith Lerner break down the market action, plus earnings from United Airlines, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy talks why consumers keep joining his platform, plus the early feedback from the company's new election forecasting service. Allianz's Mohamed El-Erian on the economy and the markets – and why a soft landing is becoming more likely. Brex and Navan, two CNBC Disruptor 50 companies, have teamed up for a new partnership on business travel expenses. CEOs Pedro Franceshi and Ariel Cohen join to break down the new offering, plus what they are seeing in the startup markets right now.  

What is the best way to measure National Debt Sustainability, and how does the US do on those metrics compared to other countries? In the first episode of the new season, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Mohamed El-Erian about the intricacies of the national debt, different measures of sustainability, and the implications of rising debt for national and global economies. Mohamed, Jonathan, and Jules also 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. Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/ All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

Mohamed El-Erian, Queens' College Cambridge president and Bloomberg Opinion columnist, says markets have “excessive data point dependence,” following a 20 basis-point swing in the US 2-Year Treasury on Wednesday following the CPI data report. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz and Anne Marie-Hordern.See omnystudio.com/listener for privacy information.

In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music and Mohamed's relationship with the Gen Z students at Queens'.

The Dow posted its first record close in over a month after last week's Jackson Hole conference. Allianz's Mohamed El-Erian breaks down the key messages from Powell and the Fed. G Squared's Victoria Greene and Carson Group's Ryan Detrick on today's tech laggards and the rest of the market. Boeing announced SpaceX will bring home its astronauts; Jefferies analyst Sheila Kahyaoglu on what it means for the stock. Plus, Payoneer CEO John Caplan on consumer spending.

In late July the Federal Reserve decided against lowering interest rates despite signals that the economy was cooling. Their inaction heightened concerns Mohamed El-Erian, an economist and an investor, has had about the Fed and central bankers for nearly two decades. In this show, El-Erian highlights the problems he recognised in the financial system back in 2007 and why they're still haunting decision making now. El-Erian is the award-winning author of When Markets Collide. It won the FT Business Book of the Year in 2008. Go to ft.com/bookaward to find out all the latest news, including the 2024 longlist. RUNNING ORDER: 01:31 - Part 1: When markets collide. 05:26 - Part 2: The shock. The mistake. The fallout. 08:41 - Part 3: the trouble with the fed. NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

The market rebound takes hold after a softer-than-expected PPI print. BlackRock's Rick Rieder joins exclusively to discuss where he's seeking gains. Plus, Allianz's Mohamed El-Erian sets investors up for a critical CPI report. And, Starbucks shares notching their best day on record after a CEO shake-up. Kate Rogers breaks down the move… and we dig into an activist shareholder's influence.

Mohamed El-Erian explains why the Fed should resist placating markets. He speaks with Tom Keene and Paul Sweeney on Bloomberg Surveillance RadioSee omnystudio.com/listener for privacy information.

Bloomberg Opinion Columnist Mohamed El-Erian discusses the US economy slowdown. El-Erian speaks with Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. See omnystudio.com/listener for privacy information.

In this episode, we dive into the current state of the broken housing market and explore potential solutions. We discuss the latest earnings reports from big banks and retailers, highlight insights from economic experts like Mohamed El-Erian, and review key economic data such as the Empire State Manufacturing Survey. The focus is on understanding the factors that could potentially fix the housing market, including unlocking inventory, building more affordable homes, and increasing buyer demand. Episode Highlights: [00:00] - Introduction to the broken housing market and upcoming earnings season. [00:23] - Reviewing insights from experts and the Empire State Manufacturing Survey. [02:18] - Discussion on the lowest number of new listings in over a decade. [03:58] - Analysis of mortgage rates and their potential to drop to 6%. [05:03] - Earnings reports from Goldman Sachs, JP Morgan, Wells Fargo, and Citigroup. [07:21] - Insights from Mohamed El-Erian on the potential for delayed rate cuts. [12:07] - Detailed discussion on the broken housing market and potential fixes. [19:07] - Closing remarks and community announcements. Links & Resources: One Rental at a Time School: www.onerentalatatime.com/school Uneducated Economist YouTube Channel: www.youtube.com/uneducatedeconomist VectorVest: www.vectorvest.com - Tool for analyzing stock fundamentals Closing Remarks: Thank you for tuning in to this insightful episode! If you enjoyed it, please rate, follow, share, and review our podcast. Join our One Rental at a Time School community for exclusive access to in-depth discussions, millionaire conversations, and educational resources. Don't miss the opportunity to interact with Henry Washington in our upcoming session. Have an amazing day, and we'll catch you in the next episode!

Mohamed El-Erian, a Bloomberg Opinion contributor, says the US economy is slowing faster than the Federal Reserve expects. He spoke with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion-Jeff Rosenberg, BlackRock Senior Portfolio Manager-Pierre Ferragu, New Street Research Tech Infrastructure Head Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April's weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.See omnystudio.com/listener for privacy information.

-David Hunt, PGIM CEO-Torsten Slok, Apollo Partner and Chief Economist-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnistPGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.' See omnystudio.com/listener for privacy information.

It seems wherever you turn these days, there are stories about India's status as the fastest growing major economy in the world. Its growth rates remain the envy of both the developed—and the developing—world. But what is really happening under the hood? What are the opportunities for India in a world riven by conflict and technological disruptions? And what challenges might it face as it tries to navigate these choppy waters?To talk about the nuts and bolts of the Indian economy, Milan is joined on this week's show by the economist Pranjul Bhandari. Pranjul is chief India and Indonesia economist and managing director for global research at HSBC. Whether it's breaking down the latest GDP print, forecasting India's inflation dynamics, or dissecting India's annual budget, Pranjul is one of the sharpest and most prolific observers of the Indian economy.Milan and Pranjul discuss the latest growth figures from India, the stickiness of inflation, and underwhelming consumption growth. Plus, the two discuss the puzzle of India's foreign direct investment (FDI) inflows and what it will take for the “Make in India” program to succeed. The duo conclude with a discussion about the reforms India must prioritize if it is to achieve sustained rapid growth.Episode notes:1. Mohamed El-Erian and Michael Spence, “The Indian Giant Has Arrived,” Project Syndicate, March 22, 2024.2. Pranjul Bhandari, “Beyond the budget: what happened when no one was really looking?” Mint, January 30, 2024.3. Pranjul Bhandari, “India's fiscal future: Lots done, more to do,” Mint, November 22, 2023.4. Pranjul Bhandari, “India's growth prospects are on the up. What changed?” Indian Express, December 19, 2023.5. Pranjul Bhandari, “Building an India for manufacturers,” Indian Express, October 9, 2023.

Friends, please make sure your financial seat backs and tray tables are in their full upright position because we are about to tell you why you need a trust. Make sure your economic seat belt is securely fastened and all carry-on luggage is stowed underneath the seat in front of you like Diddy sneaking through customs or in the overhead bins like his drug mule.➡️ We are going to dive in to the last Fed meeting, the impact to the rate environment and talk to you about how it impacts you in the near future. Then, even though home prices rose 2.4 times faster than inflation since 1960s, new home prices are now down 20% and THS is here to tell you why. Sponsored By Transcend Company:TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what's right for you. Click the link and start today: http://www.transcendcompany.com/THSP Resources:Top takeaways from Jerome Powell's FOMC press conference (Yahoo! Finance via Instagram)The FED Reserve posts record loss of $114 billion in 2023 (Yahoo! Finance via Instagram)A rush of money has hit US corporate bond markets in 2024 (Mohamed El-Erian via LinkedIn)Average rate for U.S. savings accounts (Chart of the Day via Instagram)Home prices rose 2.4 times faster than inflation since 1960s (CNBC via Instagram)New home prices are now down 20% (Kobeissi Letter via X)Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

The Federal Reserve held interest rates steady this week, signaling a plan to cut rates multiple times this year. Economist and Allianz and Gramercy advisor Mohamed El-Erian explains the Fed's dovish stance and its implications for the markets. As the government shutdown deadline looms, lawmakers have released a $1.2T spending bill. Speaker Mike Johnson (R-Louisiana) discusses the bill, funding for Israel, the US deficit, and the difficulties of a divided Congress. The Department of Justice has sued Apple, alleging the company's anti-competitive practices extend beyond its hardware products. CNBC's Steve Kovach explains Apple's business strategy and regulatory hurdles. Plus, Elon Musk's Neuralink has landed a big win.  Mohamed El-Erian - 04:23Rep. Mike Johnson - 16:19Steve Kovach - 31:25 In this episode:Mike Johnson, @SpeakerJohnsonJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer: @Kramer_Katie

The boys are off and running with shenanigans from the beginning. Haroon inadvertently opens his energy drink before the show started so he can't entertain you with his usual unnecessary interruptions, but don't worry, he filled his can with water for reasons we still don't fully understand. They spend a good amount of time recapping Jerome Powell's commentary from Jackson Hole, Wyoming which were clearly designed to strike fear in to the markets. One of their favorite economists, Mohamed El-Erian is very concerned that the Fed's actions to date may have 'destroyed the housing market by crushing both supply and demand.' Which was a fantastic segue in to the complete trash nonsense that Zillow is attempting to market. What do you do when home affordability is at an all time low? Rates are rising, home values haven't come down. Well, if you're Zillow, you offer a 1% down payment program to lure in homebuyers so you can sell more leads to Realtors. Sponsored By Transcend Company:TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what's right for you. Click the link and start today: http://www.transcendcompany.com/THSP Resources:Japan is no longer the world's third-largest economy as it slips into recession (CNBC)0.3% decline in Q4 GDP (Mohamed A. El-Erian via X)U.S. Layoffs more than double month-over-month to start 2024 (Yahoo Finance)Frigid temperatures chill US retail sales, factory production (Reuters)Investors bought 26% of low-priced US homes that sold in Q4 2023 (The Kobeissi Letter via X)Excess Supply Of Apartment Deliveries Now, But Possible Shortages By 2026 (Forbes)What to know about the debut of Trump's $399 golden, high-top sneakers (NPR)Data Show the Economy Is Booming. Wall Street Thinks Otherwise (The Wall Street Journal)Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these...

Join Eric Chemi and financial titan Mohamed El-Erian of Allianz as they dive deep into the pressing economic forecasts for 2024, inflation realities, and strategic wealth building amidst looming recession fears. Unpacking the intricacies of the current economic landscape, El-Erian delivers unparalleled insights into navigating the volatile markets, ensuring your investments weather the storm. From structural economic shifts to central bank missteps, this episode is an essential guide for anyone looking to safeguard and grow their wealth in uncertain times. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com. Subscribe to our YouTube Channel here. Timestamps:01:30 - El-Erian's Unique Approach to Time Management05:00 - The Power of Diverse Economic Perspectives12:01 - Predictions for US Economic Growth and Inflation13:17 - The Impact of Supply Chain on Future Inflation19:15 - El-Erian Critiques Federal Reserve's Mistakes25:56 - The Importance of Resilience, Agility, and Optionality in Investing29:22 - Navigating Current Investment Challenges33:37 - US Debt and Growth Potential Discussion36:06 - Optimism for Future Generations Despite Economic Challenges39:02 - El-Erian's on Speaking Out on Economic Issues

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureFinancial Institutions are now pulling out of the Global Climate Investment Org, more will follow. Many countries are now in a recession, Germany is already there and it's getting worse. Inflation has not gone away and it's getting worse. Fake news begins the narrative of why the Fed must cut the rates. Trump makes move on Bidenomics. The [DS] has tried almost everything to remove Trump, it has all failed and now the Georgia case is going down the drain. The door has been open to FISA and [BO]. The FISAGATE and SpyGate are now coming out into the open. This is the beginning, the narrative is being set before [MO] is placed into position. In the end all roads lead to [BO], FISA brings down the house.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Major American Financial Institutions Withdraw From Global Climate Investment Org In Blow To Green Agenda Several of the largest asset managers in the U.S. are withdrawing from a major coalition of companies focused on advancing green investment strategies and climate-sensitive corporate management. JPMorgan Asset Management (JMAM) and State Street Global Advisors will not be renewing membership in Climate Action 100+, a coalition of investors and asset managers with a combined $68 trillion under management that pushes corporations to reduce emissions and adopt climate risk disclosure practices, according to Financial Times. Climate Action 100+ and Ceres — a green shareholder activist group that co-founded the coalition — are currently under investigation by the House Judiciary Committee, which is alleging that the coalition's advancement of progressive Environmental, Social and Corporate Governance (ESG) policies may constitute non-competitive activity in violation of U.S. antitrust law. Source: dailycaller.com https://twitter.com/GRDecter/status/1758154250951995682?s=20   BIDENOMICS: ALL Jobs Recovered Post-Covid Under Joe Biden Went to Foreign-Born Workers – Including Illegals   CIS reported. https://twitter.com/CIS_org/status/1757499410953429054?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1757499410953429054%7Ctwgr%5E5a7e06915ba45f4f7719b111e2aefbb65e514f69%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2024%2F02%2Fbidenomics-all-jobs-recovered-post-covid-under-joe%2F   Last year it was reported month after month that foreign-born workers were taking all the jobs while native born-Americans lost their jobs. 1.2 million native-born Americans lost their jobs in August. 771,000 foreign-born workers replaced them. Source: thegatewaypunidt.com US Retail Sales Plunged In January, Worst YoY Growth Since COVID Lockdown    headline retail sales in January were expected to decline just 0.2%, but BofA nailed it once again with a large 0.8% MoM drop. That dragged the YoY retail sales down to just 0.6%... Source: Bloomberg That is the worst monthly decline since March 2023 and worst YoY rise since May 2020. It wasn't pretty... Motor Vehicles and Parts and Building Materials saw the largest decline MoM...   Source: zerohedge.com https://twitter.com/RealEJAntoni/status/1757497642869723598?s=20 https://twitter.com/WallStreetSilv/status/1757816834240180230?s=20 https://twitter.com/WardoftheStates/status/1757822079380980166?s=20 The risk of a recession could flare up if the Fed waits too long to cut rates, top economist Mohamed El-Erian says Recession odds are below 50%,

Bloomberg Opinion Columnist Mohamed El-Erian unpacks the January jobs report which could cause a headache for the Fed and implications for the Biden administration. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.  See omnystudio.com/listener for privacy information.

The Federal Reserve begins its two-day meeting today, deciding whether to cut interest rates, raise them, or hold them steady. Allianz chief economic advisor Mohamed El-Erian discusses his expectations for this week's meeting, as well as the bigger picture of the U.S. in context with the EU's economy. Wall Street billionaires are fundraising for Presidential hopeful Nikki Haley today; Puck's founding partner Teddy Schleifer shares his outlook on Haley's trajectory and on the relevance of Wall Street donors in DC politics. Plus, OpenAI is working on AI safety and education guidelines for teens, Elon Musk says his Neuralink chip has been successfully implanted in a human's brain, Tom Brady has made a “Nobull” deal, and IBM is cracking down on its work-from-home policy.  Teddy Schleifer - 12:17Mohamed El-Erian - 22:05 In this episode:Teddy Schleifer, @teddyschleiferBecky Quick, @BeckyQuickMichael Santoli, @michaelsantoliCameron Costa, @CameronCostaNY

Michael Spence, recipient of the Nobel Memorial Prize in Economic Sciences, sits down with Thoughtful Money host Adam Taggart to discuss the findings of his new book "Permacrisis: A Plan to Fix a Fractured World" which he co-authored with Mohamed El-Erian & Gordon Brown. Spence explains how at the heart of today's "permacrisis" are broken approaches to growth, economic management, and governance. While these approaches are broken, they are not beyond repair. An explanation of where we've gone wrong, and a provocative, inspiring plan to do nothing less than change the world, Permacrisis: A Plan to Fix a Fractured World, written with Reid Lidow, sets out how we can prevent crises and better manage the future for the benefit of the many and not the few. The longer a problem goes unresolved, the worse it will get; that's what happens in a permacrisis – and that's why we must act now.To learn more about what Adam Taggart has in store for this new Thoughtful Money channel, go to his Substack at adamtaggart.substack.com #inflation #interestrates #recession

U.S. GDP grew at a 4.9% annual pace in the third quarter, better than expected, but Chris, Saied and Haroon aren't convinced this is a good thing. They look back at previous recessions and some of the GDP trending before and after declaration to try and determine if the newest GDP print really has any meaning. Mohammaed El-Erian seems to share many of the same fears regarding the impact of rates on the economy and is apparently equally as skeptical of the GDP print. Jamie Dimon then rips central banks a new one for being 100% dead wrong on economic forecasts. Then this dark episode takes a darker turn as The Fed's Raphael Bostic doesn't foresee a rate cut coming until "late 2024." And, for those of you who missed Haroon's desk pop of a Monster Energy mid-show, don't worry, he comes back strong in episode 189 of The Higher Standard. Sponsored By Transcend Company:TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what's right for you. Click the link and start today: http://www.transcendcompany.com/THSPResources:U.S. GDP grew at a 4.9% annual pace in the third quarter, better than expected (CNBC)Strong GDP growth isn't a sign the US has escaped a recession, and interest rates are a big headwind to economic activity, top economist Mohamed El-Erian says (Business Insider)Jamie Dimon rips central banks for being ‘100% dead wrong' on economic forecasts (CNBC)Fed's Raphael Bostic doesn't foresee rate cuts coming until ‘late 2024' (CNBC)Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

Dr. Mohamed El-Erian returns to the podcast to discuss the implications of the recent announcement of the expansion of BRICS, China’s economy and possible spillover effects in the West, past forecasting of recession/stagflation, and the Fed’s inflation target. We also discuss Mohamed’s new book: “Permacrisis: A Plan to Fix a Fractured World” We begin the […]

Dr. Mohamed El-Erian returns to the podcast to discuss the implications of the recent announcement of the expansion of BRICS, China's economy and possible spillover effects in the West, past forecasting of recession/stagflation, and the Fed's inflation target. We also discuss Mohamed's new book: "Permacrisis: A Plan to Fix a Fractured World" We begin the podcast with a conversation about the upcoming NFL season. To go straight to the discussion about the BRICS, the macro economy and global markets, begin listening at 17:00. Mohamed El-Erian is President of Queens' College at Cambridge University. He serves as part-time Chief Economic Advisor at Allianz and Chair of Gramercy Fund Management. He's a Professor at The Wharton School, he is a Financial Times contributing editor, Bloomberg Opinion columnist, and the author of two New York Times best sellers. He serves on the board of the National Bureau of Economic Research, and of Barclays and Under Armour. From 2007-2014, Mohammed was CEO/co-CIO of PIMCO and was chair of President Obama's Global Development Council. He also served two years as president and CEO of Harvard Management Company, the entity that manages Harvard's endowment. He has been chair of the Microsoft Investment Advisory Board since 2007. Book discussed in this episode: Permacrisis: A Plan to Fix a Fractured World -- https://www.barnesandnoble.com/w/books/1143921882?ean=9781398525610

Bloomberg Surveillance comes to the Odd Lots podcast!  Listen for a special edition of Bloomberg Surveillance from the Federal Reserve's annual symposium in Jackson Hole, Wyoming. Hear more from Bloomberg Surveillance on Apple or Spotify.Guests in this episode:Mohamed El-Erian, President of Queens' CollegeTracy Alloway, Co-Host of Odd LotsPatrick Harker, President of the Federal Reserve Bank of PhiladelphiaKristalina Georgieva, Managing Director of the International Monetary FundSee omnystudio.com/listener for privacy information.

From the BBC World Service: One of the primary ways to try and tackle rising inflation is for central banks to raise interest rates, but are savers getting a fair deal? Mohamed El Erian, chief economic advisor at the financial firm Allianz gives us his view after Europe’s biggest lender, HSBC doubled its profits. Plus the BBC’s Catherine Ellis reports on Colombia’s battle with inflation and an influx of immigrants from Venezuela. And finally, we hear from Frank Strang who bought a disused Royal Airforce radar station with his wife 15 years ago and turned it into a spaceport.

From the BBC World Service: The UK’s inflation figures remain high today at 7.9%, although this is down from 8.7%. Why is it so high when compared to the USA (3%) and the Eurozone (5.5%)? Mohamed El-Erian, Chief economic adviser at German financial services group Allianz, explains. Plus, we hear from the Director General of the World Trade Organization, who has urged countries not to restrict food exports in the wake of Russia’s withdrawal from the Black Sea grain deal.