Better Vantage by Vanguard
By The Wall Street Journal
In this eight-part series, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group Joe Davis co-hosts lively conversations that provide timely, actionable and data-driven insights that challenge conventional thinking.
11 episodes
All Episodes
Using Mechanical Systems to Override Emotional Investment Instincts
Wealth destruction comes from emotional reactions, not a lack of intelligence. Take control of your financial future by replacing reactive instincts with pre-programmed rules. Shift your focus from chasing volatile returns to minimizing long-term regret.
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Removing Cognitive Bias to Improve Long-Term Investment Returns
Success in long-term investing comes from avoiding avoidable mistakes instead of trying to predict market movements. If you replace constant monitoring with a solid, humble framework, you protect your compounding process and reach better results over time.
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Prioritizing Purpose Over Precision in Retirement Planning
Retirement planning fails when it treats life like a math problem. Focus on your purpose rather than portfolio precision. You can do this by letting go of the need for a 100 percent success rate, using your capital, and building a meaningful life that goes beyond your balance sheet.
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Prioritizing Income and Liquidity Over Speculative Alternative Assets
Chasing speculative assets like crypto and gold often backfires because you sacrifice essential liquidity and compound growth. Stop using fixed percentage allocations and start evaluating every investment by how it contributes to your income and long term goals.
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Women Will Drive Wealth Management’s Future--If Advisors Adapt Now
By 2050, women will control most U.S. wealth, yet 70% of widows fire their advisor after their spouse’s death--not due to performance, but because trust was never built. The real moat in wealth management isn’t portfolios--it’s emotional connection and inclusive planning started years before crisis.
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International Bonds Offer Strategic Diversification Beyond Equities
Unlock strategic portfolio advantage with international bonds. Discover how currency exposure, not a risk, offers diversification and yield beyond US dollar dependence.
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Shifting From Passive Indexing To Active Market Integration
Passive index strategies are becoming less effective as AI shifts economic value away from the largest tech companies. To capture real growth, investors need to incorporate insights from private markets and extend their evaluation horizons to five years.
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Prioritizing Private Markets and Intrinsic Value for Wealth
Public markets are shrinking as capital moves into private ecosystems. You can gain a competitive advantage by moving away from gamified trading and learning the patience required to hold illiquid assets that the broader market ignores.
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Dynamic Asset Allocation: Adapting Portfolios Beyond Static 60/40
The traditional 60/40 portfolio falters when stocks and bonds fall together. Adapt with dynamic asset allocation and systematic, evidence-based models to navigate changing markets and manage risk effectively.
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Private Equity: Accessing Broad Markets Requires Due Diligence
Unlock 95% of market opportunity with private equity, but master manager selection and illiquidity to avoid substantial losses and achieve significant outperformance.
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Behavioral Economics Mitigates Investor Suboptimal Choices Through Choice Architecture
Unlock trillions in retirement wealth by designing systems that automate savings and investment, making the optimal financial choice effortless and overcoming predictable human biases.
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