Mohamed Aly El-Erian is an Egyptian-American economist and businessman. He is President of Queens’ College, Cambridge and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–2014). He was chair of President Obama’s Global Development Council(2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times. Since 2014, he has been on the panel of experts that judged and selected the Financial Times/McKinsey Business Book of the Year. He is also a regular contributor to “Project Syndicate”, Yahoo Finance, Business Insider as well as Fortune/CNN and Foreign Policy. Named for four years in a row as one of Foreign Policy’s “Top 100 Global Thinkers,” he has written two New York Times Best Sellers, including, The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse published in January 2016 by Random House. Together with Sir Harvey McGrath, he co-chairs the capital campaign for Cambridge University. On July 1, 2019, El-Erian was appointed Senior Global Fellow at The Lauder Institute and Part-Time Professor of Practice at The Wharton School.
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Episode 232
Mohamed El-Erian
Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian
Mohamed Aly El-Erian is an Egyptian-American economist and businessman. He is President of Queens’ College, Cambridge and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–2014). He was chair of President Obama’s Global Development Council(2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times. Since 2014, he has been on the panel of experts that judged and selected the Financial Times/McKinsey Business Book of the Year. He is also a regular contributor to “Project Syndicate”, Yahoo Finance, Business Insider as well as Fortune/CNN and Foreign Policy. Named for four years in a row as one of Foreign Policy’s “Top 100 Global Thinkers,” he has written two New York Times Best Sellers, including, The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse published in January 2016 by Random House. Together with Sir Harvey McGrath, he co-chairs the capital campaign for Cambridge University. On July 1, 2019, El-Erian was appointed Senior Global Fellow at The Lauder Institute and Part-Time Professor of Practice at The Wharton School.
In Episode 232 of Hidden Forces, Demetri Kofinas speaks with Mohamed El-Erian, President of Queens’ College Cambridge and chief economic adviser at Allianz, the corporate parent of PIMCO where Mohamed was CEO and co-chief investment officer from 2007 to 2014.
El-Erian is one of the most gifted communicators in finance who is intimately connected with the global policymaking community. He has a unique perspective on one of the most important forces driving financial markets and his insights into government policy are invaluable to investors the world over.
In this conversation, Mohamed shares his views on the direction of Fed policy, his projection for rate hikes in early 2022, and what it will take for the Fed to regain control of the inflation narrative. The growing geopolitical instability between the US, Europe, China, and Russia is another subject that El-Erian and Demetri discuss in the context of market psychology, with an eye on its potentially destabilizing effects on global liquidity. The two also discuss crypto, how it has benefited from a narrative of monetary dysfunction, and whether or not it can survive the ire of regulators in 2022 and 2023.
You can access this week’s intelligence report along with the episode transcript to this conversation by going directly to the episode page at HiddenForces.io and clicking on “premium extras.” All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Mohamed Aly El-Erian is an Egyptian-American economist and businessman. He is President of Queens’ College, Cambridge and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–2014). He was chair of President Obama’s Global Development Council(2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times. Since 2014, he has been on the panel of experts that judged and selected the Financial Times/McKinsey Business Book of the Year. He is also a regular contributor to “Project Syndicate”, Yahoo Finance, Business Insider as well as Fortune/CNN and Foreign Policy. Named for four years in a row as one of Foreign Policy’s “Top 100 Global Thinkers,” he has written two New York Times Best Sellers, including, The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse published in January 2016 by Random House. Together with Sir Harvey McGrath, he co-chairs the capital campaign for Cambridge University. On July 1, 2019, El-Erian was appointed Senior Global Fellow at The Lauder Institute and Part-Time Professor of Practice at The Wharton School.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
