The Investors First Podcast · 2026-02-06 · 58 min
We are excited to welcome Joe Davis for this episode, currently Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group. Many of you likely know various iterations of the Vanguard story, but most of the professionals I know do not know how big a research team they have. Joe has a big influence on the company because he is also chairs the firm's Strategic Asset Allocation Committee. Ok, that was exhausting listing all of his titles, he is a busy person. Before that, he was still busy; he earned his M.A. and Ph.D at Duke University and is a graduate of the Advanced Management Program at the Wharton School of U Penn. Joe is a frequent keynote speaker and currently serves on the editorial boards of the Journal of Portfolio Management and the Journal of Fixed Income. In this episode, we are all over the place (which is normal), ranging from Vanguard's 50+ year history as a disruptor, to how many CFA charter holders are at Vanguard now (hint: a lot), their vast and under the radar research group, new CEO Salim Ramji, patents that Vanguard created in ETF space, the breakdown of active vs.
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