#99 - Joe Davis: Megatrends and the Tug-of-War Economy
Update: 2025-12-02
Description
Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt—and explains why the next decade will be a tug-of-war of megatrends and why consensus forecasts may miss the mark.
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