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!
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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
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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.