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.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 02/01/2022
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Where Are All the Billionaires? | Victor Haghani
America’s National Savings and Debt Crisis | Lacy Hunt
What Comes After the Chinese Economic Miracle? | Anne Stevenson-Yang
Are Gold and Bitcoin Signaling the Return of Money Printing? | Michael Howell
A New Era for China's Semiconductor Industry | Paul Triolo
What Myths Can Teach Us About the AI Arms Race | Joshua Schrei
Exposing the New American Surveillance State | Byron Tau
What Makes Someone a Supercommunicator? | Charles Duhigg
The Coming Paradigm Shift in the Stock Market | Daniel Peris
Superhumans and the Race for AI Supremacy | Stephen Hsu
You Will Be Assimilated: China’s Plan For Global Domination | David Goldman
AI, Transhumanism, and the Future of Humanity | Meghan O’Gieblyn
Is the Middle East Headed For Another Major War? | Kamran Bokhari
Public Interest Politics & the Human Spirit | Marianne Williamson
Rise and Fall of the Neoliberal Order | Gary Gerstle
Are We in a New Crypto Bull Market? | Framework Ventures
What’s Driving the Fall in Oil Prices? | Rory Johnston
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