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 monthsRecordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 2.
Appearances
will outperform other countries,
But in absolute terms, there will be higher inflation, there'll be a bigger affordability crisis, and some segments of the population are going to feel income insecure.
So let's not celebrate too much our relative outperformance, because ultimately, it's the absolute performance that matters to people, especially people in the low-income segments of the household.
The U.S.
is still at the core of the system.
Well, that wall is being eroded.
It started in 2008 and
when the global financial crisis originated in the U.S., it has continued with the weaponization of tariffs and investment sanctions, and this war is eroding it further.
Now, the good news for us is there's no one to replace us.
You cannot replace something with nothing.
Europe can't step in.
China can't step in.
However, what's happening is that countries are slowly building little pipes, Guy, around the core, which is the U.S.,
And that means that if this continues, the U.S.
ability to inform and influence outcomes is going to come down.
The U.S.
ability to take advantage of its reserve currency status and our deepest financial system in the world, that advantage will come down and the U.S.
will be worse off than it would have been otherwise.
That seems bleak.
The good news is there's a long runway because there's no one here to step in.
Showing 81–100 of 118 · page 5 of 6
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