{"podcast":{"title":"The Outthinking Investor with Daleep Singh","slug":"the-outthinking-investor-with-daleep-singh-4270349","podcast_index_feed_id":4270349,"rss_url":"https://blm5757040378.libsyn.com/rss","website_url":"https://www.pgim.com/podcast/outthinking-investor","image_url":"https://static.libsyn.com/p/assets/e/c/c/a/eccad1b2cb762bf716c3140a3186d450/3000px-Artwork.jpg","author":"PGIM","episode_count":58,"summary":"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.","last_synced_at":"2026-07-21T02:20:37.666260+00:00","page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349"},"episode":{"title":"Balancing Growth, Costs, and Geopolitics in Airlines","slug":"balancing-growth-costs-and-geopolitics-in-airlines","published_at":"2025-06-10T10:00:00+00:00","page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/balancing-growth-costs-and-geopolitics-in-airlines","show_page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349","url":"https://blm5757040378.libsyn.com/turbulent-skies-balancing-growth-costs-and-geopolitics-in-airlines","audio_url":"https://traffic.libsyn.com/secure/blm5757040378/S5E6_Investing_in_Airlines_rev4.mp3?dest-id=3239798","summary":"Airlines represent one of the most challenging and complex industries in today's economy. With thousands of flights moving people and cargo around the world every day, airlines manage a \"complicated logistical dance,\" as Oscar Munoz, United Airlines' former Chairman and CEO, tells us in this episode of The Outthinking Investor. The airline industry has adapted and evolved through technological innovation, consolidation, regulatory changes, and an increasingly competitive transportation sector—providing universal lessons for businesses and investors. Amid a turbulent outlook, this episode explores how airlines are addressing a host of business challenges, from the threat of aircraft tariffs to volatile fuel costs and customer demand. Topics include business strategies that drive revenues and boost profits, the future of business and leisure travel, navigating antiquated air traffic control systems, the outlook for low-cost carriers, and reflections on United Airlines' turnaround. Our guests are: Oscar Munoz , former United Airlines Chairman and CEO Jack Fitzsimmons , credit analyst on PGIM Fixed Income's US Leveraged Finance Credit Research team Sean Goodier, credit analyst on PGIM Fixed Income's European Investment Grade Credit Research team Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com , or fill out our survey at PGIM.com/podcast/outthinking-investor . To hear more from PGIM, tune into Speaking of Alternatives , available on Spotify , Apple , Amazon Music , and other podcast platforms. Explore our entire collection of podcasts at PGIM.com .","meta_description":"Airlines represent one of the most challenging and complex industries in today's economy. With thousands of flights moving people and cargo around the wor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1366,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-outthinking-investor-with-daleep-singh-4270349/episodes/balancing-growth-costs-and-geopolitics-in-airlines/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/balancing-growth-costs-and-geopolitics-in-airlines.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}