1 rich Libsyn https://www.libsyn.com 90 600 Marc Sumerlin,&amp;nbsp;Managing Partner at&amp;nbsp;Evenflow&amp;nbsp;Macro&amp;nbsp;and former&amp;nbsp;Deputy Director&amp;nbsp;of&amp;nbsp;the White House National Economic Council&amp;nbsp;under President George W. Bush, joins Daleep Singh&amp;nbsp;for a conversation about economic&amp;nbsp;transformation&amp;nbsp;on this episode of&amp;nbsp;PGIM’s&amp;nbsp;The Outthinking 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. &amp;nbsp; The discussion also covers:&amp;nbsp; 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&amp;nbsp; The Outthinking Investor with Daleep Singh https://www.pgim.com/podcast/outthinking-investor <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/40710500/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/40710500