SOTS 2nd Hour: Mohamed El-Erian's Market Picture, Moody's Chief Economist, & Evercore's Top Tech Picks 11/26/25
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SOTS 2nd Hour: Mohamed El-Erian's Market Picture, Moody's Chief Economist, & Evercore's Top Tech Picks 11/26/25
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About this listen
Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.
Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early trade.
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