# How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/how-should-i-be-positioned-with-joe-davis-vanguard-and-jason-draho-ubs-cio
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/how-should-i-be-positioned-with-joe-davis-vanguard-and-jason-draho-ubs-cio.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-05-22T12:23:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260508%20-%20HSIP_Vanguard.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260508%20-%20HSIP_Vanguard.mp3
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Duration seconds: 1650

## Resource

Joe Davis is the Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard. Joe joined Jason Draho, UBS CIO Head of Asset Allocation Americas, at the 1285 podcast studio to exchange views on a range of topics, including how the current geopolitical landscape is impacting markets, the road ahead for monetary policy, how artificial intelligence is shaping innovation and the investment landscape, and other mega-trends top of mind for investors. Host: Bryan Contreras

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## Transcript

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