{"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":"Factory Reset: Investing in the Future of Manufacturing","slug":"factory-reset-investing-in-the-future-of-manufacturing","published_at":"2025-10-07T10:30:00+00:00","page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/factory-reset-investing-in-the-future-of-manufacturing","show_page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349","url":"https://blm5757040378.libsyn.com/factory-reset-investing-in-the-future-of-manufacturing","audio_url":"https://traffic.libsyn.com/secure/blm5757040378/PGIM_S5E10_rev3.mp3?dest-id=3239798","summary":"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 pushing both private capital and government support into ramping up domestic production. Meanwhile, shifting trade policies and geopolitical risk have ignited a realignment in global supply chains impacting a wide array of industries, from furniture to automobiles. But moving factories and building out domestic manufacturing capacity will likely face some speedbumps amid mismatches in labor, materials and costs . N ew innovations like factory automation bring their own set of implementation challenges. Understanding how the manufacturing outlook is evolving will be crucial as investors sort out potential winning and losing regions and industries. As factories prepare for the future, institutional investors are well positioned to provide the long-term capital that manufacturers seek to modernize operations, create more resilient supply chains, and grow. This episode of The Outthinking Investor takes a deep dive into trade imbalances and tariffs; how manufacturers are dealing with macro uncertainty; manufacturing's role in supporting labor markets and the broader economy; potential obstacles that could slow reshoring; and portfolio strategies for capturing opportunities amid a manufacturing renaissance . Our guests are: Robert Lawrence, Albert L. Williams P rofessor of International Trade and Investment at Harvard Kennedy School and former member of the Council of Economic Advisers Julius Krein, editor of policy journal American Affairs and head of policy at the New American Industrial Alliance Josh Shipley, executive managing director and head of Europe at PGIM , overseeing co…","meta_description":"Investors might be witnessing the biggest industrial reshoring effort in more than a generation. The global race for technological superiority—particularl…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1655,"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/factory-reset-investing-in-the-future-of-manufacturing/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/factory-reset-investing-in-the-future-of-manufacturing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}