Greg Davis on Vanguard Portfolio Management
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 25 August 2023
⏱️ 61 minutes
🧾️ Download transcript
Summary
Bloomberg Radio host Barry Ritholtz speaks with Vanguard’s Greg Davis, who in his role as chief investment officer is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups. Davis also serves serving as a member of the Treasury Borrowing Advisory Committee of the US Treasury Department. He has more than 20 years of investment management experience.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | No one just watches a movie anymore. |
| 0:02.0 | They play the video game, screen the soundtrack, and binge a podcast too. |
| 0:06.0 | Boundaries have blurred and ever in a scrambling for one thing, screen time. |
| 0:10.0 | Join me, Lucas Shaw, for Bloomberg Screen Time. |
| 0:13.0 | Our new LA event that will connect entertainment's brightest minds. |
| 0:17.0 | We'll be interviewing guests like Ted Cerandos of Netflix, Donald Langley of NBC Universal, |
| 0:21.0 | and Arya Manual, the super agent Debt and Devar. |
| 0:24.0 | Catch it on October 11th and 12th. |
| 0:26.0 | You can find out more at BloombergLive.com slash screen time. |
| 0:31.0 | This is Masters in Business, with Barry Redholz on Bloomberg Radio. |
| 0:38.0 | This week on the podcast, I have an extra special guest. |
| 0:42.0 | Greg Davis, chief investment officer at a little shop called the Vanguard Group, |
| 0:47.0 | which manages $8 trillion. |
| 0:49.0 | He's only responsible for $7.3 trillion of it, so kind of a slacker. |
| 0:55.0 | I found this conversation to be absolutely a masterclass in how to think about investing risk, |
| 1:03.0 | how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, |
| 1:11.0 | and all of the usual things that we've learned over the years from the success of Vanguard. |
| 1:18.0 | Few people are in a position to see what's going on in the world of investing, |
| 1:24.0 | whether it's institutional or retail better than Vanguard CIO, and Greg Davis just does an amazing job. |
| 1:32.0 | I thought this was a really fascinating conversation, and I think you will also, |
| 1:37.0 | with no further ado, my interview with Vanguard CIO, Greg Davis. |
| 1:43.0 | Greg Davis, welcome to Bloomberg. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.