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Markets have learned to fade geopolitical shocks, says Allianz's Mohamed El-Erian
CNBC Television· 2025-06-16 19:55
Welcome back. Investors have a lot to keep an eye on this week from the events of the Middle East to another Fed meeting looming large. Joining us now, Alon's chief economic adviser, Muhammad Alerin.Welcome back. Thank you, Scott. So, how do you feel about the market today relative to our conversation on Friday given we still haven't had a resolution to what's happening in the Middle East, but the market certainly is taking it better.Yeah, I think two things happened today, Scott. one is behavioral. The mar ...
Tesla: Elon Musk Can't Save This Anymore
Seeking Alpha· 2025-05-24 16:00
Core Insights - The article discusses the experience of an investor in Ukraine who has successfully navigated a volatile market environment due to geopolitical shocks, particularly the ongoing war in Ukraine [1] Group 1: Investor Experience - The investor has built an all-weather portfolio that thrives in volatile markets, indicating a strategy focused on resilience during economic and political uncertainty [1] - The goal is to assist other investors in identifying event-driven geopolitical investment opportunities that can yield strong returns [1] Group 2: Market Context - The article highlights the systemic geopolitical shocks that can impact investment strategies, emphasizing the importance of adapting to such conditions [1]