
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
| Publishes | Monthly | Episodes | 62 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

From the polls to prediction markets, market participants must look beyond conventional wisdom to identify investable signals across elections, fiscal policy, trade, and regulation. Market implications from the U.S. midterm elections could be profoun... more
AI has the potential to bring a host of benefits to society and the global economy. It has fueled optimism around productivity, disinflation, and debt sustainability. But like many innovations that came before it, AI also brings a new set of challeng... more
Adam Smith introduced his concept of the "invisible hand" in the 18th century, offering a metaphor for how self-interest and competition guide a free-market economy. The case could be made that government policy is an increasingly crucial force in sh... more
The AI-driven capex cycle might be the biggest investment story of the past century. The five largest hyperscalers were on track to spend around $800 billion on AI infrastructure in 2025, and as a share of U.S. GDP, AI capex has already eclipsed the ... more
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Thoughtful stuff. I recommend.
not very insightful story making without any critical and substantive analysis
Well-written, intelligent discussion of complex economic issues and strategic investing.
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.
More episodes please. This is/was becoming my favorite podcast. Thanks
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A senior audience of investors and policymakers tunes in for high-level analysis at the intersection of markets, geopolitics, and technology. Episodes typically feature veteran economists, former policymakers, and industry strategists discussing monetary policy, international finance, technology disruption, and strategic risk—often with actionable takeaways for portfolio construction, risk management, and policy interpretation. A standout is the willingness to blend macro theory with real-time policy and geopolitical developments, sometimes using site visits or historical analogies to illuminate complex dynamics. This mix makes it particularly valuable for listeners who want frameworks to understand how big forces shape markets beyond tradi... more
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this podcast launched 5 years ago and published 62 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. Shuman Ghosemajumder
2. Chris Hughes
3. Mike Schmidt
4. Bob Mumgaard
5. Jim Bullard
6. Julian Gewirtz
7. Eddie Fishman
8. Kurt Campbell
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