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Joe Davis

Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group. Leads a team responsible for Vanguard's research and thought leadership agendas, as well as the development and oversight of the firm's investment methodologies and models.

Top 3 podcasts with Joe Davis

Ranked by the Snipd community
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141 snips
Jul 1, 2025 • 2h 2min

Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

Joe Davis, Vanguard's Global Chief Economist, shares insights on the intersection of AI and rising debt, highlighting their potential impact on productivity and economic challenges. He discusses NVIDIA's impressive market valuation and forecasts for tech IPOs, while emphasizing the importance of risk management in uncertain times. Aaron Dillon, an IPO expert, joins to explore recent successes in the tech IPO market, including strategic moves from firms like CoreWeave and innovative trends such as tokenized shares, all set against the backdrop of a weakening U.S. dollar.
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27 snips
Sep 2, 2025 • 56min

Joe Davis: How to Capitalize on ‘Megatrends’

Joe Davis, global chief economist at Vanguard, shares insights from his book on the interplay of megatrends like AI and investment strategies. He discusses how technological advancements impact market dynamics and challenge traditional economic views. Davis emphasizes the need for portfolio resilience in a deficit-driven environment, as well as how AI is reshaping careers. He also reflects on the value of mentorship and adaptability in navigating this evolving financial landscape.
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Mar 26, 2025 • 32min

How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)

Join Joe Davis, Vanguard's Global Chief Economist, and Jason Draho, UBS's Head of Asset Allocation for the Americas, as they dive into the current U.S. economic landscape. They discuss the resilience of the economy amidst changing tariff dynamics and examine the promising role of AI in boosting productivity. The conversation also touches on the complexities of bond markets, the importance of diversification in investment strategies, and the future of monetary policy amid shifting global trends.

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