Willy was once again joined by one of the world’s most respected economists, Mohamed El-Erian, to cover everything you need to know as we enter 2025.
They discussed Fed predictions, inflation, interest rates, the impacts of the new administration, tariffs, labor markets, the AI revolution, geopolitics, the dominance of the U.S. markets, challenges for business leaders today, and so much more.
Watch or listen to the replay.
Key Points In The Webcast:
00:00 Introduction
02:41 The chances of a soft landing vs. a recession
05:21 The effects of lower rent on inflation
08:03 Why the inverse reaction to rate cuts?
10:43 Predictions on GDP growth
11:43 Will deregulation stimulate the economy?
13:45 The market response to a Trump presidency
16:44 How tech and AI will transform industries
19:53 Data centers and hyperscalers: Are we building too much?
23:11 Oil prices and the need for sustainable energy
25:16 The impact of disrupting oil trade
26:41 Is the Atlantic and the Pacific drilling a minor issue?
29:34 The concerns of a K-shaped economy
31:12 How Europe is stuck in a low-growth equilibrium
33:56 Labor productivity in Europe and the U.S.
37:08 U.S. interdependence with China and Europe’s economies
40:57 China’s impact on the reserve currency
43:39 Will Bitcoin replace the U.S. dollar?
47:00 Best investing practices
50:42 To invest now or not?
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