vanguard's joe davis forecast

a2z

am surprised no one has referred to this meb faber podcast.
with a unique dynamic data set (which i am certain vanguard can afford), joe davis made some bold assertions :

the american economy will have a binary outcome, far outside smoothed averages :
a. tech will lead to record gdp (~40% ?)
b. there will be a major durable recession (~35% ?)
c. economy remains within expected deviation of norms (~25% ?)

ok, here comes the crazy part.
to best survive , he suggests a bond-heavy portfolio. i suspect all the demons from hell are in the details and execution.

https://www.themebfabershow.com/episodes/XFOyfF1UqKf

Sven

Thank you. Good interview. Joe Davis has released a new book, Coming Into View. .

="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">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

https://www.amazon.com/Coming-into-View-Megatrends-Investments/dp/139435908X