El-Erian on the Dow's March Towards 20,000

The video discusses market trends following the election, focusing on the energy sector and oil prices. Mohammed Al Arian provides insights into market risks and investment strategies, emphasizing the importance of considering two-sided risks. The discussion highlights the momentum in the market, driven by political disruptions and potential congressional actions. The video concludes with an analysis of supply and demand dynamics, fiscal and monetary stimulus, and the need for policy validation.

What are the two-sided risks mentioned in the discussion?

What is the significance of fiscal and monetary stimulus in the current market scenario?