Mohamed El-Erian: America Is Exporting Its Debt Crisis

Podcast: One Decision · Listen Now Media

Opublikowano: 2026-10-01

War with Iran, record diesel prices, and a global bond sell-off: how much more can the world economy take? Mohamed El-Erian (Wharton, Allianz, former CEO of PIMCO) joins Sir Richard Dearlove (former head of MI6) and John Raine to explain what's driving the bond market sell-off, why the US is exporting instability to the UK, France, and Japan, and why AI is "80% asset, 20% liability." Plus: how PIMCO really navigated Lehman's collapse, and the one decision he's watching. In this episode: (00:00) Intro (03:07) Why this crisis is different (04:04) Permacrisis and "minilateralism" (05:46) What's driving the global bond sell-off (07:32) The hit...