HeyJaredThe Outthinking Investor with Daleep Singh
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 11, 2026
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- Jul 7, 2026
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When Nobody's in Control: AI, Cyber Risk, and the Economics of Digital Trust (opens the original)
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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 chokepo
The Visible Hand: Marketcrafting from AI to the Price of Money (opens the original)
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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 Ch
Chip Craze: Framing Industrial Policy for the AI Era (opens the original)
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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 an
The Power Play: Is Fusion Nearing a Kitty Hawk Moment? (opens the original)
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In an era of AI, data centers and electrification, rising power demand presents a range of challenges and investment opportunities across the energy sector. Bottlenecks in the supply chain, such as the backlog in gas turbine production, have grabbed headlines while the power-hungry digital infrastructure buildout lifts energy consumption. With the grid increasingly strained, commercial-grade fusion power is one innovative solution emerging in a rapidly evolving energy landscape. PGIM's Daleep Si
Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard (opens the original)
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The arrival of Kevin Warsh as Chair of the Federal Reserve marked a regime shift. At its June meeting, the Federal Open Market Committee (FOMC) dropped its easing bias, opening the door to interest rate hikes as supply shocks collide with hotter demand. The Fed also announced five new task forces to evaluate key priorities, from inflation frameworks to AI's impact on productivity and the labor market. Under Warsh, the central bank sent an unmistakable message: This is just the opening act for a
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