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Podcast: Mohamed El Erian: The End of Easy Money
- anm89 5y agoInteresting point about the why markets are not good at pricing complicated geo political events with bi modal potential outcomes https://youtu.be/_keYxwUXmuc?t=649 https://youtu.be/_keYxwUXmuc?t=649 Detailed mechanics of how Quantitative Easing affects equities prices: https://youtu.be/_keYxwUXmuc?t=706 https://youtu.be/_keYxwUXmuc?t=706 Interesting example of a specific example of a large market participant making a trade which only makes sense given an extremely short term incentive structure: https://youtu.be/_keYxwUXmuc?t=1450 https://youtu.be/_keYxwUXmuc?t=1450 What Mohamed considers to be the three phases of an inflation cycle: https://youtu.be/_keYxwUXmuc?t=1739 https://youtu.be/_keYxwUXmuc?t=1739