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 markets and policy, from the U.S. Treasury and Federal Reserve to the White House. Now, Daleep is sharing his perspectives with you. On PGIM’s The Outthinking Investor, Daleep sits down with prominent economists, technologists, policymakers, and market veterans to map out the full distribution of what comes next—and why it matters.

Listen to the latest episodes

Episode 5

Beyond the Battlefield: Chokepoints in the Age of Economic Warfare

Global conflicts are increasingly playing out in the economic arena, not just on the battlefield. The war in Iran represents a collision of both. Physical and financial chokepoints can be used for strategic leverage, but they also create potential vulnerabilities. To unpack how and why economic warfare is reshaping the macro landscape, Daleep Singh speaks with Edward Fishman, author of "Chokepoints: American Power in the Age of Economic Warfare."
 

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Episode 5
Episode 4

The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries

Daleep and Marc talk about macro shocks stemming from the Iran war, how U.S. budget deficits will influence policy rates and the economy, and the relationship between monetary and fiscal authorities in a new age of economic competition.  
 

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Episode 2
Episode 3

Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell

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 lurking in critical supply chains, and the outlook for Japan.
 

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Episode 4
Episode 2

Follow the Money: Inside the World’s Financial Plumbing

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 strategic leverage between economic powers.

 

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Episode 2
Episode 1

Rethinking Risk and Global Power with Jake Sullivan

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 they mean for markets and investment strategy.

 

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Episode 1

References to specific companies are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell securities. PGIM and its affiliates may hold positions in the securities of companies referenced herein.

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