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Artwork for The Outthinking Investor with Daleep Singh

The Outthinking Investor with Daleep Singh

PGIM
U.S. Federal Debt
Investment Strategies
Economic Growth
Fiscal Responsibility
Interest Payments
Recession Risk
Defined Contribution Plans
Geopolitical Risks
Investment Decision Making
Artificial Intelligence
Investment Opportunities
Aging Population
Risk Management
Social Security
Retirement Savings
Data Centers
Consumer Debt
U.S. Elections
Economy
Labor Market

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 ... more

PublishesMonthlyEpisodes51Founded4 years ago
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Artwork for The Outthinking Investor with Daleep Singh

Latest Episodes

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 th... more

YouTube

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 ... more

YouTube

Ray Dalio, founder of one of the world's largest hedge funds, Bridgewater Associates, joins us for a special edition of The Outthinking Investor.

Dalio sat down with PGIM's George Patterson, Chief Investment Officer of Quantitative Solutions, for a... more

YouTube

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud comp... more

YouTube

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Recent Guests

Jake Sullivan
Former National Security Advisor
Episode: Rethinking Risk and Global Power with Jake Sullivan

Host

Toby Ricketts
Host of The Outthinking Investor

Reviews

4.5 out of 5 stars from 86 ratings
  • OUTTHINKING INVESTOR

    not very insightful story making without any critical and substantive analysis

    Apple Podcasts
    1
    wsjreader811
    United States8 months ago
  • OUTTHINKING INVESTOR

    Well-written, intelligent discussion of complex economic issues and strategic investing.

    Apple Podcasts
    5
    Whole Foodz
    United Statesa year ago
  • Too much story telling

    Too much production polish and story telling. Get to the point in a more crisp, succinct fashion. Skip the sound effects. Go straight to discussion for an audience which is already sophisticated about markets and the relevant vocabulary.

    Apple Podcasts
    2
    Odysseus Tied
    United States3 years ago
  • More episodes please

    More episodes please. This is/was becoming my favorite podcast. Thanks

    Apple Podcasts
    5
    jbfvjcjyvg
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners express appreciation for the engaging presentations and hope for more episodes.
Some audience members feel there is too much storytelling with production polish, desiring more direct conversations on market topics.
Listeners praise the intelligent discussions and in-depth analysis of complex economic issues and investment strategies.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Cycles, Crises, And the Currency of Change with Ray Dalio
Q: What are some of the signs or signals that tell you when to be more cautious about developed economies?
Ray points to specific market actions, such as bond yields and actions in UK and France, indicating a shift in asset holding towards more secure stores of wealth.
Cycles, Crises, And the Currency of Change with Ray Dalio
Q: What economic changes do we actually see when the US dollar loses its status as the reserve currency?
Ray explains that transitioning away from a debt-denominated economy towards gold and other assets involves significant changes in real returns and portfolio construction.
Cycles, Crises, And the Currency of Change with Ray Dalio
Q: What do you think is the phenomena today that people are misunderstanding or mischaracterizing?
Ray mentions that people lose sight of how cycles evolve due to their focus on daily news, highlighting the importance of understanding larger cycles that shape economic dynamics.
Retirement at Risk: New Ideas for an Uncertain Future
Q: How have defined contribution plans improved retirement outlook?
Defined contribution plans have allowed for a significant increase in retirement savings and participation, particularly due to automatic enrollment and regulatory support.
Retirement at Risk: New Ideas for an Uncertain Future
Q: What are the key components supporting retirement income today?
Retirement income relies on social security, employer-sponsored plans, and personal savings.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Content focuses on investment strategies, economic analysis, and the implications of geopolitical and market shifts on long-term investing. Noteworthy episodes feature discussions on artificial intelligence's role in investments, the evolving landscape of manufacturing, and the interplay between geoeconomics and trade policies. The contributions from various financial experts highlight critical themes such as market volatility, tax policy, and innovative approaches to risk management. This podcast is likely to resonate with those interested in sophisticated investment tactics and the broader economic environment influencing market decisions, especially during uncertain times.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Unhedged
2. Behind the Money
3. The Economics Show
4. Exchanges
5. FT News Briefing

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 51 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on this podcast include:

1. Jake Sullivan

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