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The Outthinking Investor with Daleep Singh

PGIM

Geldanlage Wirtschaft

The Outthinking Investor with Daleep Singh

Neueste Episode

54 Episoden

The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
07.04.2026 | 23 Min.
Marc Sumerlin, Managing Partner at Evenflow Macro and former Deputy Director of the White House National Economic Council under President George W. Bush, joins Daleep Singh for a conversation about economic transformation on this episode of PGIM's The Outthinking Investor.
Daleep and Marc talk about macro shocks stemming from the Iran war, how U.S. budget deficits will influence policy rates and the economy, and the relationship between monetary and fiscal authorities in a new age of economic competition.
The discussion also covers:
The impact of tariffs and AI on the labor market
Monetary policy challenges when navigating an energy shock
The future of the U.S.-China trade relationship
Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell
24.03.2026 | 40 Min.
Daleep welcomed Kurt for an in-depth look at the U.S.-China relationship and the Iran war's implications for Asia-Pacific. Speaking in front of a live audience, they also discussed how geopolitical shifts are reshaping economies, strategic leverage lurking in critical supply chains, and the outlook for Japan.
Follow the Money: Inside the World's Financial Plumbing
10.03.2026 | 35 Min.
Daleep Singh catches up with Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations and former senior adviser to the U.S. Trade Representative, to gather his perspectives on how entrenched imbalances are translating into strategic leverage between economic powers. They explore the world's financial plumbing, changes in trade and capital flows, and the implications for global markets.

In this episode, Daleep and Brad also discuss:

Why the world may be re-globalizing rather than deglobalizing

China's export-driven economy

The interplay between global trade and currency markets

The future of U.S. trade in North America and Europe

The outlook in Japan
Rethinking Risk and Global Power with Jake Sullivan
10.02.2026 | 34 Min.
Daleep Singh welcomes Jake Sullivan, the Kissinger Professor of the Practice of Statecraft and World Order at the Harvard Kennedy School and former U.S. National Security Advisor, for a conversation about the forces reshaping global power and what they mean for markets and investment strategy.
In this episode, Daleep and Jake discuss:
Whether the world is moving toward regional spheres of influence;
How technology is becoming the new battleground for great power competition;
The interplay between national security, American statecraft, and the global economy;
And how U.S. policy choices could impact economic strength and capital flows.
Trailer: The Outthinking Investor
07.02.2026 | 0 Min.
Markets trade on more than just economic data. They trade on geopolitics, technology, policy, and elections.
In a world searching for a new equilibrium, old assumptions are expensive mistakes. Daleep Singh, Vice Chair and Chief Global Economist at PGIM, has spent his career at the intersection of markets and policy, from the U.S. Treasury and Federal Reserve to the White House. Now, Daleep is sharing his perspectives with you. On PGIM's The Outthinking Investor, Daleep sits down with prominent economists, technologists, policymakers, and market veterans to map out the full distribution of what comes next—and why it matters.

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Über The Outthinking Investor with Daleep Singh

In today's ever-changing world, investors should challenge old assumptions and think outside the box. Markets trade on more than just economic data. They trade on geopolitics, technology, policy, and elections. In a world searching for a new equilibrium, old assumptions are expensive mistakes. Daleep Singh, Vice Chair and Chief Global Economist at PGIM, has spent his career at the intersection of markets and policy, from the U.S. Treasury and Federal Reserve to the White House. Now, Daleep is sharing his perspectives with you. On PGIM's The Outthinking Investor, Daleep sits down with prominent economists, technologists, policymakers, and market veterans to map out the full distribution of what comes next—and why it matters.

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Geldanlage Wirtschaft