Podcast

All the Capital

A new podcast from PGIM exploring the industries, trends, opportunities, and risks shaping today's investment landscape through conversations with experienced investors.

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CAPITAL FLOWS WHERE INVESTORS SEE OPPORTUNITY. BUT WHAT SHAPES THAT CONVICTION?

The most important investment decisions begin with conversations. All the Capital is an investment podcast hosted by Keshav Rajagopalan that takes listeners inside the conversations that build conviction.

Hear from experienced investors as they explore the industries and trends influencing today's investment decisions: what's changing, what matters most, and the opportunities and risks shaping capital flows. Along the way, listeners gain insight into the research, discipline, collaboration, and judgment that help investors navigate an evolving investment landscape.

Episode 2

Beyond the Barrel: Capital, Constraints, and Energy Opportunities

Demand and supply shocks in the oil and gas sector carry implications across the globe, from the American oil patch to the acute challenges for energy importers. The impact also extends beyond the sector. Fluctuations in energy costs reshape how investors think about inflation, interest rates, and asset prices. Meanwhile, energy needs are burgeoning. The oil and gas sector will require significant capital to support growth and supply-chain resilience. 

 

PGIM’s Dave Winans and Jennison’s Jay Saunders join host Keshav Rajagopalan to analyze key investment themes in oil and gas, including: 

  • energy security and lessons learned from the Iran conflict; 
  • constraints for refined products such as diesel; 
  • and opportunities throughout the value chain. 

 

Recorded on October 20, 2026. 

 

Listen now on: Apple | Spotify | YouTube

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Oil barrels against trading chart backdrop depict market activity. Oil barrels are stacked, reflecting investment trends, market indicators, and the volatility of energy sector.

Episode 1

Bridging the Capital Gap: Positioning for Expanding Infrastructure Opportunities

Infrastructure needs are growing as aging transportation networks, energy-security investments, and the digital transformation of the global economy increase demand for funding. At the same time, constraints on traditional sources of capital are creating a broader opportunity set for private infrastructure investors across sectors, geographies, and positions in the capital structure.

 

In this inaugural episode of All the Capital, host Keshav Rajagopalan is joined by Josh Shipley and Federico Chiaramonte to discuss:

  • why infrastructure continues to attract investor interest;
  • how investors are expressing conviction across the infrastructure market; and
  • which deal terms and sector trends may matter as capital is deployed.

Listen now on: Apple | Spotify | YouTube

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