Joe Davis: How to Capitalize on ‘Megatrends’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 2 September 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.

Transcript

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0:00.0	In volatile markets, the H.C.M. Byline keeps you grounded. Invest with confidence. Discover Howard Capital Management's funds at HowardCMFunds.com. Stay tactical, not traditional.
0:15.2	Investments in HCM funds involve risk, including possible loss of principle. There is no assurance that the funds will achieve their investment objectives. Investors should carefully consider the investment objectives,
0:24.0	risks, charges, and expenses of the HCM funds. This and other important information about the funds
0:28.4	are contained in the prospectus, which can be obtained at www.howardcmfunds.com or by calling
0:33.5	77062-4-969-8464.
0:39.3	The prospectus should be read carefully before investing.
0:41.7	HCM funds are distributed by Northern Lights Distributors, LLC.
0:44.8	Member FINRA, SIPC.
0:46.6	Northern Lights Distributors, LLC, and Howard Capital Management, Inc. are not affiliated.
0:50.3	Please stay tuned for important disclosure information at the conclusion of this episode.
0:56.4	Hi and welcome to the Longview. I'm Christine Benz, Director of Personal Finance and Retirement Planning for Morning Star.
1:02.7	And I'm Dan Lefkowitz, strategist for Morning Star Indexes.
1:06.0	Our guest on the podcast today is Joe Davis, Global Chief Economist at Vanguard and Global Head of the
1:12.1	firm's Investment Strategy Group. He chairs the firm's Strategic Asset Allocation Committee,
1:17.5	which governs multi-asset class investment solutions, and he's a member of the Senior Portfolio
1:22.5	Management Team of Vanguard's Fixed Income Group. Joe's the author of a new book called Coming Into View,
1:28.9	How AI and Other Megatrends will shape your investments.
1:32.9	Joe earned as BA from St. Joseph's University
1:35.4	and his master's and PhD in economics at Duke University.
1:40.1	Joe Davis, welcome back to the Longview.
1:42.8	It's wonderful to be back, Christine.
1:44.9	Well, it's great to have you here, and congratulations on your book.
	...

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