Mohamed on Macro with Mohamed El-Erian

FEG Insight Bridge

Mohamed El-Erian’s career is impressive by any standards: he’s served as deputy director of the IMF, as part of President Obama’s Global Development Council, and as CEO for PIMCO, and is currently president of Queens College, chair of Gramercy Funds, and chief economic advisor to Allianz. On this episode, he sits down with Greg to discuss the Fed’s recent actions and statements, how institutional investors should be interpreting the current market signals, and what the Biden administration should be doing to maintain and grow the reputation of the U.S. as global leader.
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1. Intro (00:00:00)

2. Episode overview (00:00:30)

3. How Mohamed’s international background informs his investment perspective (00:01:31)

4. On being a die-hard Jets and Mets fan (00:04:00)

5. Discussing Mohamed’s book The Only Game in Town: Central Banks, Instability and Avoiding the Next Market Collapse (00:05:40)

6. The Fed’s (lack of) credibility (00:09:19)

7. Managing volatility as an investor (00:14:42)

8. Comparing the signals of the stock market and the fixed income market (00:19:31)

9. What institutions should be looking to change in their investment portfolios right now (00:23:31)

10. Are emerging and frontier markets currently investable? (00:25:20)

11. Currency volatility in international developed markets (00:33:18)

12. Mohamed’s advice for the Biden administration (00:36:31)

13. Reading recommendations (00:38:38)