MOHAMED EL-ERIAN

Inflation is not transitory. I said it in 2021. The Fed said otherwise. One of us was right.

The New Normal means lower growth lower returns and higher uncertainty. Get used to it or get left behind.

Central banks have lost credibility. When the Fed says something you now have to ask whether they actually believe it.

Portfolio resilience is more important than portfolio optimization. Prepare for multiple scenarios not just the most likely one.

I wake up at 4 AM. I write before the markets open. Discipline is the only edge that compounds.

I left PIMCO to spend more time with my daughter. I wrote her a letter about it. That letter went viral. I did not expect that.