The Outthinking Investor with Daleep Singh
Episodes
Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell
24 Mar 2026
Contributed by Lukas
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...
Follow the Money: Inside the World's Financial Plumbing
10 Mar 2026
Contributed by Lukas
Daleep Singh catches up with Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations and former senior adviser to the...
Rethinking Risk and Global Power with Jake Sullivan
10 Feb 2026
Contributed by Lukas
Daleep Singh welcomes Jake Sullivan, the Kissinger Professor of the Practice of Statecraft and World Order at the Harvard Kennedy School and former U....
Trailer: The Outthinking Investor
07 Feb 2026
Contributed by Lukas
Markets trade on more than just economic data. They trade on geopolitics, technology, policy, and elections. In a world searching for a new equilibriu...
Cycles, Crises, And the Currency of Change with Ray Dalio
09 Dec 2025
Contributed by Lukas
Ray Dalio, founder of one of the world's largest hedge funds, Bridgewater Associates, joins us for a special edition of The Outthinking Investor. Dali...
AI Hype or Hazard? The Risks Behind the Acceleration
11 Nov 2025
Contributed by Lukas
The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to m...
Factory Reset: Investing in the Future of Manufacturing
07 Oct 2025
Contributed by Lukas
Investors might be witnessing the biggest industrial reshoring effort in more than a generation. The global race for technological superiority—part...
The Price of Policy: Taxes, Tariffs, and Capital Flows
09 Sep 2025
Contributed by Lukas
Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the...
Staying the Course: The Power of Long-Term Thinking in Volatile Markets
12 Aug 2025
Contributed by Lukas
Sir Isaac Newton was a legendary physicist and mathematician. But even the man known for developing the theory of gravity failed to time the market. I...
The Rise of Geoeconomics: Power Dynamics Shaping Global Markets
08 Jul 2025
Contributed by Lukas
The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ...
Balancing Growth, Costs, and Geopolitics in Airlines
10 Jun 2025
Contributed by Lukas
Airlines represent one of the most challenging and complex industries in today's economy. With thousands of flights moving people and cargo around the...
Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare
13 May 2025
Contributed by Lukas
Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, the...
Trading Up: How Active ETFs Revolutionized Investing
08 Apr 2025
Contributed by Lukas
Exploring the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices. ETFs, o...
Raising the Stakes: Investing and the Art of Risk Taking
11 Mar 2025
Contributed by Lukas
With a standard deck of cards, there are around 2.5 million potential hands at the start of each game of poker. The key to success is in the decision...
The New Arms Race: Supply Chains, Data, and National Security
12 Feb 2025
Contributed by Lukas
The world's superpowers are engaging in a different type of arms race beyond the battlefield. With technology advancing at a speedy pace, a global com...
Against the Grain: Challenging Conventional Wisdom for Better Outcomes
06 Jan 2025
Contributed by Lukas
Edward Lorenz, a meteorologist and mathematician, formulated a theory called the butterfly effect—based on a hypothetical scenario in which a butter...
Balancing Act: Economic Policy and National Security in a Fragmenting World
12 Nov 2024
Contributed by Lukas
Italy surprised much of the world when it became the first—and only—member of the G7 to join China's Belt and Road program in 2019. Just four year...
Future-Proofing Portfolios: Taxes, Tariffs, & Government Spending
08 Oct 2024
Contributed by Lukas
The use of economic statecraft is on the rise. With rivalries among major economies intensifying, countries are increasingly employing tariffs, sancti...
Global Elections in Focus: The Impact on Investors and the World Economy
09 Sep 2024
Contributed by Lukas
The "year of democracy" holds the potential to bring profound change to global politics, economic policy, and the investment environment. By the end o...
Investing In Cities: Private Capital's Growing Role In Urban Development
13 Aug 2024
Contributed by Lukas
Cities have faced a host of challenges over the course of history, such as affordable housing, transportation, public safety and economic opportuniti...
Retirement at Risk: New Ideas for an Uncertain Future
09 Jul 2024
Contributed by Lukas
In the middle of the Great Depression, President Franklin Roosevelt spearheaded the creation of Social Security, forever changing the US retirement sy...
The Paradox of Diversification: The 60-40 Portfolio's Future
11 Jun 2024
Contributed by Lukas
Harry Markowitz, the legendary economist and father of modern portfolio theory, has been credited with saying that diversification is the only free lu...
A Pension Comeback? The Future of Retirement in a Higher-For-Longer Regime
07 May 2024
Contributed by Lukas
Millions of college students across the US graduate each spring and enter the workforce. When today's retirees entered the workforce in the early 1980...
Minding Your Blind Spots: Investment Strategies for a New Regime
09 Apr 2024
Contributed by Lukas
The stock market crash of 1929 was a pivotal event that rippled across the globe. The Great Crash rocked financial markets, not to mention the world e...
Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation
19 Mar 2024
Contributed by Lukas
Some medical breakthroughs come from unexpected sources. The origins of new weight-loss drugs such as Ozempic—known in the industry as GLP-1s—can ...
Forever in Your Debt: Investment Risks in an Era of Big Spending
13 Feb 2024
Contributed by Lukas
A storm may be brewing off the coast. It is not a new concern for investors, but its intensity has grown. The US federal government owes more than $34...
Industrial Policy's Rebirth Is Reshaping the Economy
09 Jan 2024
Contributed by Lukas
Industrial policy is making a comeback in the West. The US, Europe and other governments have introduced new incentives to the private sector in hopes...
S4 Trailer: The Outthinking Investor
22 Dec 2023
Contributed by Lukas
In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an awar...
Help Wanted: Four Forces Transforming Labor Markets
27 Nov 2023
Contributed by Lukas
The invention of the spinning jenny in 1764 upended the textile industry—and the women who earned a living weaving cotton and preparing fabrics in t...
Risky Business: Taking a Long-Term View on Market Shocks
09 Oct 2023
Contributed by Lukas
In one of Rembrandt's famous paintings, Storm on the Sea of Galilee, a ship's crew struggles to navigate through an epic storm thrashing the ship. But...
The AI Boom: Investing in a New Age of Tech
08 Aug 2023
Contributed by Lukas
Fans of the long-running game show Jeopardy will remember that one famous contestant stood out from the rest. IBM's supercomputer, named Watson, beat ...
The New Oil: The Geopolitical Battle for Chip Dominance
11 Jul 2023
Contributed by Lukas
Ever since the oil crisis of the 1970s and the creation of the Strategic Petroleum Reserve, the United States has held millions of barrels of oil in ...
Future of Food: Vast Implications for Investors
13 Jun 2023
Contributed by Lukas
From growing rice on Mars to developing new farming techniques here on Earth, the future of food is rapidly evolving. The global food system—spanni...
David Rubenstein: Investing with a Purpose
09 May 2023
Contributed by Lukas
Watch the video version of this episode by visiting www.pgim.com/david-rubenstein. Private markets represent a fast-growing asset class with unique op...
Pt. 2 - Lessons from the Banking Crisis: What Risks Remain?
17 Apr 2023
Contributed by Lukas
This is the final installment of a two-part episode in which we further examine what sparked the latest bank crisis and whether it was a canary in the...
Pt. 1 - Lessons from the Banking Crisis: What Risks Remain?
11 Apr 2023
Contributed by Lukas
Like a lighthouse surveying the waters for signs of distress, investors are challenged to shield their portfolios from potential turmoil in financial ...
Upside Risk: Uncovering Investment Opportunities in an Uncertain Market
07 Mar 2023
Contributed by Lukas
The Hotel Lafayette in downtown Buffalo, New York, was the site of the first-ever meeting of the Optimist Club, which gathered during a tumultuous per...
Greying and Growing: The Investment Impact of Demographic Changes
07 Feb 2023
Contributed by Lukas
Labor markets around the world tightened during the pandemic, contributing to a rapid rise in inflation. Demographic changes could make tight labor ma...
S3 Trailer: The OUTThinking Investor
13 Jan 2023
Contributed by Lukas
When the future becomes increasingly uncertain, investors need to cut through the noise and think beyond the obvious answers. In season three of Th...
Tail Risks and Protecting Against the Unknown
12 Dec 2022
Contributed by Lukas
Investors are challenged to mitigate the impact of a variety of risks, from rising inflation to a global economic downturn. What about the risks that ...
The New Dynamics of Private Markets with Josh Lerner
15 Nov 2022
Contributed by Lukas
The Canada Pension Plan has prospered by investing in alternative markets such as private equity and debt, becoming a model for institutional investor...
The Future of the Energy Transition with Tom Steyer
18 Oct 2022
Contributed by Lukas
The transition from fossil fuels to renewable energy has created opportunities to invest in a broad array of green technologies. However, this evoluti...
The Price and Peril of a Low-Rate Regime with Edward Chancellor
20 Sep 2022
Contributed by Lukas
The first experiment in quantitative easing ended in failure for 18th-century France. Is this a lesson for modern times? After years of ultra-low inte...
Deglobalization in a Post-Pandemic, War-Torn World
23 Aug 2022
Contributed by Lukas
The economy has undergone a massive transformation in a short period of time. Global lockdowns and the policy response to the pandemic have rippled th...
Larry Summers on Rate Hikes, Recession Fears and Stagflation
27 Jul 2022
Contributed by Lukas
America's factories were humming during World War II, churning out supplies for the military. After the war, as government spending faded and inflatio...
The Evolution and Future of Private-markets Investing
28 Jun 2022
Contributed by Lukas
America's economy underwent massive change in the 1800s, a period when wealthy financiers like Carnegie, Vanderbilt and Rockefeller played crucial rol...
The Days of Disco May Preview Future Inflation
24 May 2022
Contributed by Lukas
Investors may be looking back at the days of disco with a sense of déjà vu. Surging inflation, rising energy prices and the prospect of higher inte...
S2 Trailer: The OUTthinking Investor
11 May 2022
Contributed by Lukas
Pandemic. War. Inflation. Deglobalization. Investors around the world face one of the most uncertain and tumultuous periods in recent memory. The ...
Can Black Gold Be a Social Good?
29 Nov 2021
Contributed by Lukas
The Surprising Transformation of Sovereign Wealth Funds: We look beyond the oil-rich lands of the Middle East to uncover the unexpected beginnings of ...
From Overzealous Clergymen to Underfunded Benefit
10 Nov 2021
Contributed by Lukas
The Bizarre Journey of Pension Plans: They got their start as an ambitious plan to support the penniless Scottish widows. Now, retirement assets are t...
From the Gutters of London to the Toast of Wall Street
19 Oct 2021
Contributed by Lukas
The Rapid-Fire Growth of ESG Investing: ESG is the trendy star of today's financial headlines, but it's also a movement that stretches back centuries....
From High-Stakes Battles to Record-Low Yields
28 Sep 2021
Contributed by Lukas
The Fascinating Evolution of the Bond Market: In our current environment of low—or even negative—interest rates, what can the past tell us about w...
Trailer: The OUTThinking Investor
10 Sep 2021
Contributed by Lukas
Modern capital markets move faster and are more complex than ever, bringing together participants with oftentimes clashing goals and constraints. But ...