Industrial Policy's Rebirth Is Reshaping the Economy

episode

The Outthinking Investor with Daleep Singh not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from The Outthinking Investor with Daleep Singh

Chip Craze: Framing Industrial Policy for the AI Era 37 min · 11 Aug 2026

The Power Play: Is Fusion Nearing a Kitty Hawk Moment? 23 min · 20 Jul 2026

Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard 23 min · 07 Jul 2026

Strategic Stalemate: What Investors Miss About U.S.-China Competition 37 min · 08 Jun 2026

All episodes from The Outthinking Investor with Daleep Singh →

Report any issue

Source

Recorded09 Jan 2024

Publisherblm5757040378.libsyn.com ↗

Handlerec:5525376

Show notes

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 of bringing supply chains closer to home, boosting domestic industries, and building strategic advantages in key technologies such as semiconductors and EVs. But success is not guaranteed. Can governments pick winners and losers? Do the potential benefits of industrial spending, such as driving innovation and economic growth, outweigh the consequences of higher debt and interest rates? This episode of The OUTThinking Investor gathered insights from three experts on economics and fiscal policy to help investors assess how industrial strategies will affect financial markets and the global economy. Our guests are Paul Romer, economics professor at Boston College and former Chief Economist at the World Bank; Simon Johnson, professor at MIT Sloan School of Management and co-author of Power and Progress: Our Thousand-Year Struggle Over Technology and Prosperity; and Katharine Neiss, Deputy Head of Global Economics and Chief European Economist at PGIM Fixed Income.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.