Why Ben Bernanke Backs Pimco Forecast

The video discusses PIMCO's quarterly forums featuring notable speakers like Ben Bernanke. It highlights divergent views on the impact of declining oil prices, with PIMCO seeing it as beneficial for US consumers. PIMCO's investment strategy is also covered, focusing on a neutral thesis and downplaying interest rates. The video compares Bernanke's views with Janet Yellen's and speculates on Bernanke's potential role at PIMCO.

In what ways does the outlook of PIMCO differ from that of Bill Gross?

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What are the implications of the U.S. consumer's improved financial situation on PIMCO's investment strategy?

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