When Markets Collide.

[LargoWinch]

This is the latest interview with Mohamed El-Erian; co-ceo of PIMCO.

Notable quotations from the clips:

"What we do over the next 12 months will be critical": enough said.

G7: "Do we need Canada and Italy? Are they more important than China and India?" Ouch... Sad but true. :p

"there gonna be two things: more facilitated bank mergers and more bank failures"

Part 1


Part 2

Part 3

W.

[Chris]

Re: When Markets Collide.

I would recommend his book of the same title, though after reading iTulip for the last year or so, I was surprised how little of his predictions were new to me. There are some nice charts and a few interesting discussions of macro trends which make the book worthwhile.