Bond Vigilantes, Game Theory, And Why The US Shouldn’t Go It Alone - Ep209: Mohamed El-Erian

Bond Vigilantes, Game Theory, And Why The US Shouldn’t Go It Alone - Ep209: Mohamed El-Erian

Have the bond markets become a new form of global governance? Are we witnessing the end of US economic exceptionalism? And how does game theory relate to cooperation on net-zero?

This week on Cleaning Up, Bryony Worthington sits down with renowned economist Mohamed El-Erian to unpack the complex intersections of global finance, politics, and climate change.

El-Erian offers insights into the current economic landscape, exploring how central banks, trade tensions, and technological innovations are reshaping our understanding of international economics.

From the rise of China's green technology sector and the scrapping of Canada’s carbon tax to bond vigilantism and the potential long-term consequences of US trade policy, this episode provides a nuanced look at the challenges and opportunities facing the global economy in an era of unprecedented uncertainty.

Find more:

  • The Sierra Leone Special: https://youtu.be/z-5QjSfy2SM
  • Mohamed’s website: https://www.mohamedel-erian.com/
  • How China Became a Green Finance Superpower: https://youtu.be/Fu6giWzTxAY

Leadership Circle:

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.

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Deforestation, Oil and Aviation Fuels: A Brazilian Take on the Climate Emergency | Ep213: Thelma Krug

Deforestation, Oil and Aviation Fuels: A Brazilian Take on the Climate Emergency | Ep213: Thelma Krug

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⁠Hydrogen Subsidies, Clean Power & Fixing Spain's Blackouts | Ep212: EU Commissioner Dan Jørgensen

⁠Hydrogen Subsidies, Clean Power & Fixing Spain's Blackouts | Ep212: EU Commissioner Dan Jørgensen

What will it take to finally wean Europe off Russian gas? Can renewables help with grid stability? And is the EU making a mistake subsidising hydrogen? This week on Cleaning Up, Michael Liebreich sits...

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Is The Tide Turning On Hydrogen? Ep210: Andrew Forrest

Is The Tide Turning On Hydrogen? Ep210: Andrew Forrest

Billionaire iron magnate Andrew Forrest believes he's on the cusp of a breakthrough to decarbonise shipping and heavy industry using hydrogen. As the Executive Chairman of the Fortescue, one of the wo...

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Can You Run a Grid Entirely On Renewables? Ep208: Anders Lindberg

Can You Run a Grid Entirely On Renewables? Ep208: Anders Lindberg

Can You Run A Grid Without Fossil Fuels? "Yes," says Anders Lindberg, President of Energy and Executive VP at Wärtsilä, on this week's episode of Cleaning Up. It'll just cost €65 trillion extra by 205...

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Is Geothermal The Future For Oil & Gas? Ep207: Jamie Beard

Is Geothermal The Future For Oil & Gas? Ep207: Jamie Beard

Geothermal seems to have found new favour under Donald Trump's presidency, but can it ever live up to its potential? Will the oil and gas industry reinvent itself before becoming obsolete? And how mig...

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Uniper Rising: Can Germany's Gas Giant Go Green? Ep206: Michael Lewis

Uniper Rising: Can Germany's Gas Giant Go Green? Ep206: Michael Lewis

When Russia unleashed its illegal and unprovoked invasion of Ukraine in February 2022, gas prices in Europe spiked by a factor of 10, driving a wave of bankruptcies and restructurings of European ener...

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