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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
Recession Risk
Interest Payments
Fiscal Responsibility
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
Covid-19 Pandemic

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

PublishesTwice monthlyEpisodes54Founded5 years ago
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Artwork for The Outthinking Investor with Daleep Singh

Latest Episodes

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 Th... more

YouTube

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 l... more

YouTube

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 st... more

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

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Recent Guests

Kurt Campbell
Former U.S. Secretary of State, Asia policy architect, chairman of the Asia Group
Asia Group
Episode: Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell
Brad Setser
Whitney Shepardson Senior Fellow at the Council on Foreign Relations; former Senior Advisor to the U.S. Trade Representative; former head of International Economic Analysis at the White House and Treasury
Council on Foreign Relations
Episode: Follow the Money: Inside the World's Financial Plumbing
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 88 ratings
  • OUTTHINKING INVESTOR

    not very insightful story making without any critical and substantive analysis

    Apple Podcasts
    1
    wsjreader811
    United States9 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.

The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
Q: What risks do AI-driven valuations pose for markets and policy?
The guest notes that winner-take-all dynamics could pressure some valuations and implies policy responses may need to address potential regulation and macroeconomic repercussions.
The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
Q: What is driving the current strength in the US economy, if not broad income growth?
The guest highlights a wealth-effect-driven consumer base and high nominal growth, with limited real income gains, suggesting the sustainability of demand relies on asset wealth rather than wage growth.
The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries
Q: Marc, how do growing up outside the East Coast bubble shape the way you see the world?
Marc explains that being raised in Texas gives an independent streak and a close view of energy dynamics, which informs a practical, ground-level perspective on national policy and economics.
Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell
Q: What does Beijing see in the current Iran dynamics and how might that influence its approach to Taiwan and regional security?
Beijing views the Gulf dynamics as a complex balancing act; while they study U.S. deterrence signals, they prefer to stabilize relationships and avoid unnecessary escalation, seeking a middle path that preserves their interests without triggering sharp conflicts.
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.

Audience Metrics

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Gender Skew
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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. The Economics Show
3. Merryn Talks Money
4. FT Tech Tonic
5. Behind the Money

How many episodes of this podcast are there?

this podcast launched 5 years ago and published 54 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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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Kurt Campbell
2. Brad Setser
3. Jake Sullivan

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