Podcast: Mohamed El Erian: The End of Easy Money

Interesting 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

Detailed mechanics of how Quantitative Easing affects equities prices: 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

What Mohamed considers to be the three phases of an inflation cycle: https://youtu.be/_keYxwUXmuc?t=1739