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Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing where governments spend.
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Manage episode 488497169 series 3488322
Content provided by Barron's Streetwise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barron's Streetwise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Vanguard's Joseph Davis talks about megatrends, including the tug of war between AI and US government deficits. UBS's Mark Haefele discusses investing where governments spend.
Learn more about your ad choices. Visit megaphone.fm/adchoices
284 episodes
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