60 min listen
Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation | #202
Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation | #202
ratings:
Length:
86 minutes
Released:
Feb 19, 2020
Format:
Podcast episode
Description
In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis. Meb and Joe get into the broad framework of Vanguard’s research, and some depth on the thinking and process involved. They walk through some current thoughts on a few different asset classes and the Vanguard Capital Markets Model. The pair cover Vanguard’s most recent outlook, and their projections that offer an average return differential for non-US equities of roughly 3-4% vs. US equities. Stay tuned to the end of this great conversation as Joe discusses the concept of the “Idea multiplier,” a fresh way of thinking about the evolution of knowledge and innovation. All this and more in episode 202, including Joe’s most memorable investment.
Released:
Feb 19, 2020
Format:
Podcast episode
Titles in the series (100)
#3 - Where Are the Best Global Values Right Now?: Is right now a good time to be in U.S. stocks? What about global stocks? Well, the answer in large part depends on the specific market’s valuation. Start investing in an overpriced market and your returns will likely be small. Start in a cheap... by The Meb Faber Show