The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin’s potential as a neutral reserve asset for global trade, the sputnik moment in Europe, and more. Enjoy! __ Follow Mohamed El-Erian: https://x.com/elerianm Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (00:10) Expectations for the Fed (02:47) Inflation Expectations (09:38) Ledger Ad (10:25) Tariffs & Growth (13:20) Debt Dynamics and Fiscal Policies (22:31) Stablecoins and Digital Assets (25:12) Ledger Ad (28:31) Bitcoin as a Neutral Reserve Asset (33:00) Europe's Sputnik Moment (37:39) Final Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.