Episodes: 61
Frequency: Every two weeks
Rating: 4.4/5.0
Estimated listeners: 100 - 1,000
Gender skew: Male
Listener location: USA
YouTube: 1.4k subscribers
Instagram: 2.1k followers
Publicly listed emails
patrick.bickham@pgim.com
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Daleep Singh - Vice Chair and Chief Global Economist at PGIM who has worked at the intersection of markets and policy, including roles connected to the U.S. Treasury, Federal Reserve, and White House.
Shuman Ghosemajumder - Ai-powered Cybercrime And Fraud, Digital Trust, Cyber Risk, AI Defenses, And The Evolving Public Response To Artificial Intelligence.
Chris Hughes - Government Policy And Market Formation, Industrial Policy, Inflation And Cost-of-living Challenges, Housing Affordability, AI Investment, And Federal Reserve Policy.
Mike Schmidt - Industrial Policy, Semiconductor Production, Economic Resilience, Strategic Competition, AI Infrastructure, And Supply-chain Security.
Bob Mumgaard - Commercial Fusion Power, Energy Infrastructure, Electricity Demand From AI And Data Centers, Capital Requirements, Supply Chains, And Public-private Partnerships.
James Bullard - Federal Reserve Policy, Inflation, Interest Rates, Central-bank Communications, Ai-driven Economic Change, And Labor-market Effects.
When Nobody's in Control: AI, Cyber Risk, and the Economics of Digital Trust
September 11, 2026
AI has the potential to bring a host of benefits to society and the global economy. It has fueled optimism around productivity, disinflation, and debt sustainability. But like many innovations that came before it, AI also brings a new set of challenges. The same technology that might boost economic growth and lift people out of poverty could also serve as a tool for cyberwarfare and fraud. Using AI, digital crimes could become faster, cheaper, and more scalable. AI is also becoming a new chok...
The Visible Hand: Marketcrafting from AI to the Price of Money
August 26, 2026
Adam Smith introduced his concept of the "invisible hand" in the 18th century, offering a metaphor for how self-interest and competition guide a free-market economy. The case could be made that government policy is an increasingly crucial force in shaping markets today, particularly amid heightened geoeconomic competition and a resurgence in industrial policy. In this way, individuals and entities in both the private and public sectors can be "marketcrafters." PGIM's Daleep Singh is joined by...
Chip Craze: Framing Industrial Policy for the AI Era
August 11, 2026
The AI-driven capex cycle might be the biggest investment story of the past century. The five largest hyperscalers were on track to spend around $800 billion on AI infrastructure in 2025, and as a share of U.S. GDP, AI capex has already eclipsed the dot-com boom of the 1990s. Chips are at the center of the AI frenzy – the same chips that also guide precision munitions and power satellite communications. In pursuit of a strategic advantage, nations are racing to shore up critical supply chains...
Kontrarian Korner · Medium booking difficulty · 100 - 1,000 listeners
The Short and Long · High booking difficulty · 100 - 1,000 listeners
The Outthinking Investor with Daleep Singh is hosted by Daleep Singh. Its publicly listed email is patrick.bickham@pgim.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for The Outthinking Investor with Daleep Singh: patrick.bickham@pgim.com.
Podseeker estimates The Outthinking Investor with Daleep Singh reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
The Outthinking Investor with Daleep Singh typically books industry leaders. Typical guest background: Senior economists, former or current policymakers, institutional finance experts, technology or energy executives, and recognized specialists with authoritative experience in markets, industrial policy, geopolitics, cybersecurity, or economic transformation. Common among recent guests: Senior leadership at major companies, financial institutions, universities, or government agencies; Former senior government or central-bank service; Founding or leading companies in strategically important technology or energy sectors. Recent guests include Shuman Ghosemajumder, Chris Hughes, and Mike Schmidt.
High. It mostly books established leaders in its field.
Recent episodes cover Finance, Investing, Macroeconomics, Geopolitics, and Industrial Policy. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
patrick.bickham@pgim.com
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