Mohamed El-Erian on Global Economy, French Election

The transcript discusses the concept of unknown unknowns and the US's role in IMF meetings. It covers US economic policies, global risks, and IMF forecasts, highlighting the tension between growth policies and protectionism. The discussion shifts to political disruptions, the rise of new socialism, and market reactions to potential election outcomes. The role of central banks in managing market volatility is examined, along with the stability of financial systems and the impact of Brexit. The conversation concludes with a focus on future risks and the need for stable business models.

How does the concept of 'financial repression' impact investment and growth in young nations?

Discuss the role of populism in shaping current economic policies in the United States and Europe.

What are the challenges faced by European banks in the current economic environment?