The Outthinking Investor with Daleep Singh

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 sh...

24 Mar 40min

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...

10 Mar 35min

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 a...

10 Feb 34min

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 ...

7 Feb 59s

Ray Dalio, founder of one of the world's largest hedge funds, Bridgewater Associates, joins us for a special edition of The Outthinking Investor. Dalio sat down with PGIM's George Patterson, Chief Inv...

9 Des 202521min

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors ...

11 Nov 202526min

Investors might be witnessing the biggest industrial reshoring effort in more than a generation. The global race for technological superiority—particularly around AI and critical semiconductors—is pus...

7 Okt 202527min

Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the tariff headlines—illustrating how the impact of th...

9 Sep 202524min