How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)

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Recorded26 Mar 2025

Publishersecure.ubs.com

Handlerec:4542861

Show notes

Joe and Jason exchange views and thoughts on a wide range of topics, including the health of the US economy, the implications of US trade policy, the road ahead for monetary policy, and more. Plus, a review of investment recommendations for the current environment. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Joe Davis, Global Chief Economist, and Global Head of the Investment Strategy Group at Vanguard. Host: Daniel Cassidy

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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