Excess Returns
Excess Returns

We Asked Vanguard’s Chief Economist Why AI Has Two Huge Tails — And Which One Wins

AI could become the next general purpose technology, reshaping economic growth, inflation, interest rates and portfolio construction. Vanguard Global Chief Economist Joe Davis joins Excess Returns to explain why AI, demographics, fiscal deficits and globalization may define the next decade for inves

Featured Speakers

Excess Returns Host
🔓 Sign Up for Unlimited Episode Search

About Excess Returns

Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more.

View all episodes from Excess Returns