The Outthinking Investor

Author: PGIM

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.
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Language: en

Genres: Business, Investing

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Follow the Money: Inside the World's Financial Plumbing
Episode 2
Monday, 9 March, 2026

Daleep Singh catches up with Brad Setser, Whitney Shepardson senior fellow at the Council on Foreign Relations and former senior adviser to the U.S. Trade Representative, to gather his perspectives on how entrenched imbalances are translating into strategic leverage between economic powers. They explore the world's financial plumbing, changes in trade and capital flows, and the implications for global markets. In this episode, Daleep and Brad also discuss: Why the world may be re-globalizing rather than deglobalizing China's export-driven economy The interplay between global trade and currency markets The future of U.S. trade in North America and Europe The outlook in Japan