Joe Davis

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.