Mohamed El-Erian

speaker
118 appearances 2 recordings 2 series first heard Apr 2026 last heard 8 Apr

Mohamed El-Erian’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 2.

Appearances

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The good news is there's a long runway because there's no one here to step in.
But you have to be careful.
And I didn't even mention that our fiscal position is bad and getting worse.
We're now looking at a fiscal deficit as high as 7% of GDP, which is very high when your unemployment rate is as low as 4.3%.
Yeah.
And answering the question is hard because these dynamics are nonlinear, right?
It takes a lot longer than you expect to begin with, and then it happens a lot faster.
You know, we used to be respected for two principles.
One is what was called the Washington Consensus.
It was very simple.
If you want to prosper, follow America.
Liberalize, deregulate, be fiscally responsible, and respect the independence of your central bank.
We no longer lead on the Washington Consensus.
We also led the globalization process.
And now we are the leader in undermining the notion of globalization.
At best, we will end up with some type of managed globalization light.
So we no longer have these unifying themes that the U.S.
used to lead.
And they were good for most countries, but they were certainly good for the U.S.,
Wow, that's a really difficult question because there's so much uncertainty about the war.
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