About this episode
-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities -Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist -Peter Oppenheimer, Chief Global Equity Strategist, Goldman Sachs Bob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist, says central banks have effectively abandoned target inflation points in favor of a range. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, discusses why he recommends diversifying to non-US stocks. See omnystudio.com/listener for privacy information.