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:    / @walkerdunlop  

» See upcoming guests on the #WalkerWebcast here:
https://www.walkerdunlop.com/webcasts

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:    • Walker Webcast  

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/1z3wDGM...

Follow us:
» LinkedIn:   / walker-&-dunlop  
» Facebook:   / walkerdunlop  
» Twitter:   / walkerdunlop  
» Instagram:   / walkerdunlop  

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.