In this special episode of Live from The Compound, Downtown Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! This episode is sponsored by Fundstrat Research. Please visit http://www.fundstrat.com/tom for complimentary access to Tom Lee’s daily insights, market alerts, live webinars, and stock lists. 00:00 - Intro 01:35 - Vanguard's 50th 04:16 - Megatrends and the drivers of The Economy 08:05 - Growth going forward 19:19 - Technical Transformation 28:57 - Inflation 33:31 - Demographics 37:50 - Myth-busting 40:34 - Debt to set Record Highs? 42:39 - "Coming Into View" - Joe's new book Check out the Book here: https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/press-release-new-book-coming-into-view-how-ai-and-other-megatrends-will-shape-your-investments-052125.html 👕Compound shop: https://www.idontshop.com Sign up for The Compound newsletter: https://www.thecompoundnews.com/subscribe instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews TikTok: https://www.tiktok.com/@thecompoundnews Linkedin: https://www.linkedin.com/company/the-compound-media/ Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: https://www.ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcast-youtube-disclosures. #thecompound #investing #vanguard #ai