We desperately need reforms at the Federal Reserve, says Mohamed El-Erian

Joining us right now is Muhammad Alerian from the University of Pennsylvania's Wharton School of Business. He's also chief economic adviser at Alons. And Muhammad, welcome. There have been uh some interesting trends in the market lately. What have you made of all these AI trends that looked so concerning two weeks ago and then looked pretty good last week. >> I actually have been encouraged because I think that AI trade has become more differentiated. People have understood that vertical integration matters ...