Mohamed El-Erian of Pimco

Mohamed El-Erian talking about his opinion on where to invest in the future. He tells an interesting story in his inimitable style using language that anybody can understand. He thinks that investing in the ‘known’ is perhaps an error, this is a clear argument in favour of taking a portion of contrarian investments & perhaps going to cash.

There is some good opinion on cyclical, secular and structural aspects of portfolio management.

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