On this Walker Webcast we had a discussion with one of the world's most respected economists, Mohamed El-Erian, which took place during Walker & Dunlop's 2024 Summer Conference. Mohamed discussed Fed policy, inflation, demand whether or not we can bet on a soft landing, crucial moments in his career, his return to academia and his economic prospects for 2025-2026.

Key points in the webcast:
00:00 Introduction
01:00 Willy introduces Mohamed El-Erian
03:47 The four most important conclusions of the lecture
08:16 The problem with future policy guidelines
09:25 Is this a general weakening or a declining economy?
10:29 The power of the swing states
11:52 Divergence and the economic paradigm
15:09 The impact of politics and geopolitics
16:53 What does the future of the economy look like?
19:35 How to overcome future economic obstacles
23:28 Writing “Permacrisis”: economic lessons from the pandemic
26:45 Co-authored with Michael Spence and Gordon Brown
29:03 Practicing and studying humility in Britain
32:13 From academia to economics
34:28 Working at PIMCO and the Argentine debt crisis
36:45 Being at Harvard Management
40:34 The best place to be as an investor
42:01 Why return to academia?
46:56 Should the Fed cut spending in the next two weeks?
47:33 The importance of not being data-dependent
50:55 When should you worry about America's debt?
52:13 Is it enough to be the reserve currency?
55:19 Which transformative sector should be emphasized?
57:25 Final outlook for 2025-2026

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