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Artwork for The Outthinking Investor with Daleep Singh

The Outthinking Investor with Daleep Singh

PGIM
Artificial Intelligence
Tariffs
Technology
Investment Strategies
Economic Growth
U.S. Federal Debt
Airline Industry
Macroeconomic Factors
China
Geopolitical Risks
Global Economy
Fuel Prices
Defined Contribution Plans
Investment Decision Making
Fiscal Responsibility
Interest Payments
Recession Risk
United States
Loyalty Programs
Economic Cycles

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

PublishesMonthlyEpisodes62Founded5 years ago
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Artwork for The Outthinking Investor with Daleep Singh

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

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Recent Guests

Shuman Ghosemajumder
Former Google executive; built Trust & Safety at Google; founder/leader at Reken
Reken; Google (former)
Episode: When Nobody's in Control: AI, Cyber Risk, and the Economics of Digital Trust
Chris Hughes
Co-founder of Facebook; economist; policy advocate; author of Marketcrafters and Fair Shot
Economic Security Project; Wharton (PhD candidate)
Episode: The Visible Hand: Marketcrafting from AI to the Price of Money
Mike Schmidt
First director of the U.S. CHIPS Office; distinguished fellow at Princeton Center for Economic Policy Research
Princeton Center for Economic Policy Research; CHIPS Office
Episode: Chip Craze: Framing Industrial Policy for the AI Era
Bob Mumgaard
CEO of Commonwealth Fusion Systems
Commonwealth Fusion Systems
Episode: The Power Play: Is Fusion Nearing a Kitty Hawk Moment?
Jim Bullard
Former president of the St. Louis Federal Reserve (2008-2023); Dean of the Daniels School of Business at Purdue University
Purdue University, Daniels School of Business
Episode: Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard
Julian Gewirtz
Historian of China; former Senior Director for China and Taiwan Affairs at the White House
Former U.S. government official; historian
Episode: Strategic Stalemate: What Investors Miss About U.S.-China Competition
Eddie Fishman
Senior Fellow and Director of the Greenberg Center for Geoeconomic Studies at the Council on Foreign Relations
Council on Foreign Relations
Episode: Beyond the Battlefield: Chokepoints in the Age of Economic Warfare
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

Hosts

Daleep Singh
Vice Chair and Chief Global Economist at PGIM; host focusing on markets, policy, and geopolitics.
Toby Ricketts
Host with PGIM; facilitates conversations on macro, policy, and market dynamics.

Reviews

4.5 out of 5 stars from 95 ratings
  • Daleep and Shuman — great episode!

    Thoughtful stuff. I recommend.

    Apple Podcasts
    5
    J..Escamilla
    United Statesa month ago
  • OUTTHINKING INVESTOR

    not very insightful story making without any critical and substantive analysis

    Apple Podcasts
    1
    wsjreader811
    United Statesa year ago
  • OUTTHINKING INVESTOR

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

    Apple Podcasts
    5
    Whole Foodz
    United States2 years 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 States4 years ago
  • More episodes please

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

    Apple Podcasts
    5
    jbfvjcjyvg
    United States5 years ago

Listeners Say

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

Listeners praise intelligent discussion of complex issues and macro policy insights.
A mix of critical and supportive feedback; some listeners want more concise analysis.
A few notes about production style and pacing; some want crisper, more direct conversations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#166
Germany/Business/Investing
Apple Podcasts
#178
Italy/Business/Investing
Apple Podcasts
#228
France/Business/Investing
Apple Podcasts
#128
South Africa/Business/Investing
Apple Podcasts
#163
New Zealand/Business/Investing
Apple Podcasts
#168
Austria/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Visible Hand: Marketcrafting from AI to the Price of Money
Q: What role should AI policy play in market crafting going forward?
There isn't a singular state policy toward AI yet; the priority is to build a political consensus on what AI should do for society, while pursuing targeted safety regulation and liability frameworks rather than rushing into blanket subsidies or regulation.
The Visible Hand: Marketcrafting from AI to the Price of Money
Q: What examples from history illustrate effective market crafting?
The Reconstruction Finance Corporation under Hoover and Roosevelt demonstrates how public capital can attract private investment and coordinate a broad set of industries toward shared goals like stability and housing, without eliminating private initiative.
The Visible Hand: Marketcrafting from AI to the Price of Money
Q: How do you distinguish market crafting from central planning in practice?
Market crafting uses a clear goal and a set of legally available tools (investments, subsidies, guarantees, stockpiling) to guide outcomes while preserving market dynamics, unlike central planning which prescribes exact quantities and outcomes; the emphasis is on governance, discretion, and accountability.
Chip Craze: Framing Industrial Policy for the AI Era
Q: Was the Intel equity stake a good policy instrument, or would grants focused on milestones have been better?
Equity-like arrangements can unlock upside but risk conflating national security with private returns; a grants-and-milestones approach tied to concrete milestones likely better preserves taxpayer alignment and clearer national security intent.
Chip Craze: Framing Industrial Policy for the AI Era
Q: What form should resilience take—stockpiles, production capacity, or trade agreements—and is resilience the same as dominance?
Resilience should balance stockpiling, ramp capacity, and diversified production to withstand shocks while maintaining strategic flexibility; dominance is a broader objective, but resilience is about tolerating pain and preserving geopolitical trajectories in the face of disruption.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

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

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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These podcasts share a similar audience with this podcast:

1. Unhedged
2. The Story of Money
3. FT News Briefing
4. The Economics Show
5. Exchanges

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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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What guests have appeared on this podcast?

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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