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In episode 202, Meb talks with Vanguard\u2019s global chief economist and the global head of Vanguard Investment Strategy Group, Joe Davis.\nMeb and Joe get into the broad framework of Vanguard\u2019s research, and some depth on the thinking and process involved. They walk through some current thoughts on a few different asset classes and the Vanguard Capital Markets Model.\nThe pair cover Vanguard\u2019s most recent outlook, and their projections that offer an average return differential for non-US equities of roughly 3-4% vs. US equities.\nStay tuned to the end of this great conversation as Joe discusses the concept of the \u201cIdea multiplier,\u201d a fresh way of thinking about the evolution of knowledge and innovation.\nAll this and more in episode 202, including Joe\u2019s most memorable investment.\nLearn more about your ad choices. Visit megaphone.fm/adchoices