The Outthinking Investor Podcast Por PGIM arte de portada

The Outthinking Investor

The Outthinking Investor

De: PGIM
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In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 5, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a deep dive into the portfolio implications of a changing world. Economía Finanzas Personales
Episodios
  • Cycles, Crises, And the Currency of Change with Ray Dalio

    Cycles, Crises, And the Currency of Change with Ray Dalio
    Dec 9 2025

    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.
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    22 m
  • AI Hype or Hazard? The Risks Behind the Acceleration

    AI Hype or Hazard? The Risks Behind the Acceleration
    Nov 11 2025

    The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial markets through a period of global uncertainty. One estimate from McKinsey & Co. suggests that demand for new and updated digital infrastructure will require an estimated $19 trillion in investments through 2040. Much of this capital will come from institutional investors. Supply-demand dynamics, the impact of new innovations, and the pace of adoption will help guide investors as they determine how to allocate their exposure to AI.

    This episode of The Outthinking Investor explores growth opportunities and potential challenges across the AI ecosystem. Experts discuss sectors that stand to benefit from AI, intense demand for AI infrastructure, managing obsolescence risk, and whether AI can deliver on expectations for productivity and returns.

    Our guests are:

    • Richard Waters, Technology Writer-at-Large for the Financial Times
    • Owen Hyde, Managing Director and Equity Research Analyst at Jennison

    Learn more about the AI boom by visiting Jennison's AI Resource Center (https://www.jennison.com/campaignCountry/en/institutional/perspectives/ai-resource-center).

    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.
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    27 m
  • Factory Reset: Investing in the Future of Manufacturing

    Factory Reset: Investing in the Future of Manufacturing
    Oct 7 2025
    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. New 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 Professor 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 corporate finance offices in the region 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.
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    28 m
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