When Markets Collide : Investment Strategies for the Age of Global Economic Change
Should not have picked up this from library after reading the title. Mohamed El-Erian is regarded as Bond of Bonds. As expected a macro book more useful for fund managers will hundreds of billions to avoid systemic risk.
Elaborate analysis of 2008 events, which for me does not count. Dissecting past events with precision doesn’t count, predicting future does. Not at my frequency.