Charting the Economic Course with Mohamed El-Erian

What’s ahead for the U.S. and global economies? On this Walker Webcast, we featured a discussion with one of the world’s most respected economists, Mohamed El-Erian, which took place at Walker & Dunlop’s 2024 Summer Conference. Mohamed touched on Fed policy pivots, inflation, whether or not we can bet on a soft landing, pivotal moments in his career, his return to academia, and his economic outlook for 2025-2026. Key Points In The Webcast: 00:00 Introduction 01:00 Willy introducees Mohamed El-Erian 03:47 The four main takeaways of the talk 08:16 The problem with forward policy guidance 09:25 Is this a general weakening or a decaying 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 hurdles 23:28 Writing “Permacrisis”: Economic lessons from the pandemic 26:45 Co-authoring with Michael Spence and Gordon Brown 29:03 Practicing humility and studying in the UK 32:13 From academia to economics 34:28 Working in PIMCO and the Argentine debt crisis 36:45 Being in Harvard Management 40:34 The best seat to sit in as an investor 42:01 Why return to academia? 46:56 Should the Fed cut in the next two weeks? 47:33 The importance of not being data-dependent 50:55 When to be concerned about U.S. debt 52:13 Is being the reserve currency enough? 55:19 Which transforming sector should be focused on? 57:25 Final outlook for 2025-2026 GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: » See upcoming guests on the #WalkerWebcast here: Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines. Check out our previous videos: » Full playlist: Apple Podcasts: Spotify: Follow us: » LinkedIn: &-dunlop/ » Facebook: » Twitter: » Instagram: POSTING POLICY: Please bear in mind that this is a public and professional platform. We’ll do our best to ensure that our postings on this page comply with our standards, which prohibit content that: • is abusive, defamatory, threatening, or obscene • is fraudulent, deceptive, or misleading • violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another • contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code • contains the personal information of others, such as names, addresses, and telephone numbers • violates any law or regulation • is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards.