{"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":"Cycles, Crises, And the Currency of Change with Ray Dalio","slug":"cycles-crises-and-the-currency-of-change-with-ray-dalio","published_at":"2025-12-09T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/cycles-crises-and-the-currency-of-change-with-ray-dalio","show_page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349","url":"https://blm5757040378.libsyn.com/cycles-crises-and-the-currency-of-change-with-ray-dalio","audio_url":"https://traffic.libsyn.com/secure/blm5757040378/PGIM_EP_12_-_FINAL_-_Nov20.mp3?dest-id=3239798","summary":"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 Investment Officer of Quantitative Solutions, for a conversation about anticipating the onset of big market cycles and constructing balanced portfolios for new regimes. They discuss the impact of idiosyncratic risks and geopolitical shifts; the evolution of public and private credit markets; AI's transformative influence on the global economy; the five major forces that create big cycles; and the interplay between sovereign debt, the U.S. dollar, gold, and central banks. To understand big cycles, investors must look beyond the headlines and through a historical lens, Dalio explains. 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":"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 sa…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1301,"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/cycles-crises-and-the-currency-of-change-with-ray-dalio/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/cycles-crises-and-the-currency-of-change-with-ray-dalio.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}