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.
Best podcasts with Joe Davis
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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.
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.
