“From the U.S. Federal Reserve’s initial misjudgment that inflation would be ‘transitory’ to the current consensus that a probable U.S. recession will be ‘short and shallow,’ there has been a strong tendency to see economic challenges as both temporary and quickly reversible,” writes the economist Mohamed El-Erian. “But rather than one more turn of the econo ... Show More
Jan 27
The Most Important Foreign Policy Speech in Years
“We are in the midst of a rupture, not a transition,” Prime Minister Mark Carney of Canada announced last week at the World Economic Forum in Davos, Switzerland.It was one of the most significant foreign policy speeches in years, sending shockwaves through the international commu ... Show More
1h 14m
Feb 2022
What Mohamed EL-ERIAN got SO wrong about the Economy [Eurodollar University, Ep. 193]
<p>Mohamed El-Erian appeared on Hidden Forces, a great podcast by Demitri Kofinas. But instead of challenging consensus narratives or thinking critically about the power shaping our world El-Erian obfuscated and misdirected Kofinas and the audience about economics, the Fed and hi ... Show More
54 m