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

Page: https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/second-order-effects-from-iran-to-china-a-live-conversation-with-dr-kurt-campbell
Text version: https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/second-order-effects-from-iran-to-china-a-live-conversation-with-dr-kurt-campbell.md
Podcast: [The Outthinking Investor with Daleep Singh](https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349)
Published: 2026-03-24T10:00:00+00:00
Episode link: https://www.pgim.com/us/en/institutional/insights/outthinking-investor
Audio file: https://traffic.libsyn.com/secure/blm5757040378/FINAL_-_Season6-Ep3-Audio_Episode.mp3?dest-id=3239798
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Duration seconds: 2428

## Resource

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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## Transcript

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