{"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":"The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries","slug":"the-old-normal-macro-shocks-amid-war-ai-and-economic-rivalries","published_at":"2026-04-07T10:00:00+00:00","page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349/the-old-normal-macro-shocks-amid-war-ai-and-economic-rivalries","show_page_url":"https://stenobird.com/podcast/the-outthinking-investor-with-daleep-singh-4270349","url":"https://blm5757040378.libsyn.com/the-old-normal-macro-shocks-amid-war-ai-and-economic-rivalries","audio_url":"https://traffic.libsyn.com/secure/blm5757040378/OI-_Marc_Sumerlin_V4.mp3?dest-id=3239798","summary":"Marc Sumerlin, Managing Partner at Evenflow Macro and former Deputy Director of the White House National Economic Council under President George W. Bush, joins Daleep Singh for a conversation about economic transformation on this episode of PGIM's The Out thinking Investor. Daleep and Marc talk about macro shocks stemming from the Iran war, how U.S. budget deficits will influence policy rates and the economy, and the relationship between monetary and fiscal authorities in a new age of economic competition. The discussion also covers: The impact of tariffs and AI on the labor market Monetary policy challenges when navigating an energy shock The future of the U.S.-China trade relationship","meta_description":"Marc Sumerlin, Managing Partner at Evenflow Macro and former Deputy Director of the White House National Economic Council under President George W. Bush,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1403,"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/the-old-normal-macro-shocks-amid-war-ai-and-economic-rivalries/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/the-old-normal-macro-shocks-amid-war-ai-and-economic-rivalries.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}