#202 - Joe Davis, Vanguard - The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation

<p>In episode 202, Meb talks with Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.</p> <p>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.</p> <p>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.</p> <p>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.</p> <p>All this and more in episode 202, including Joe’s most memorable investment.</p>