In the latest episode of Amplified Wealth: According to Plan, the team sits down with Kevin Kang, Vanguard’s Senior International Economist, to explore the key forces shaping the economy and financial markets over the next decade.
Backed by over 100 years of historical data, Kevin and his team analyzed the "megatrends" likely to drive future GDP growth — and the risks that could drag it down.
Episode Highlights:
📈 The 5 Megatrends Shaping the Economy:
From technological innovation to rising government debt, discover the five long-term forces likely to impact your portfolio.
🧠 Why Productivity is King:
Learn why AI-powered productivity may be the single most important trend — and how it stacks up against structural deficits.
🧓 Debunking Demographics:
An aging population may not be the inflationary threat we once thought. Kevin explains why the Fed’s role is far more important.
🌍 Globalization & Inflation:
Did trade and labor supply really tame inflation? The data might surprise you.
💼 Investment Implications:
Find out why tilting toward value stocks and holding high-quality bonds could make sense — regardless of which future unfolds.
This wide-ranging conversation is packed with insight into what really drives markets over time — and how investors can prepare.
Timestamps:
0:00 – Cold open & fashion megatrends
2:22 – Introducing Kevin Khang and his role at Vanguard
9:51 – Vanguard's Megatrends white paper and upcoming book
16:25 – The 5 Megatrends that drive the economy
23:04 – Globalization, demographics, and inflation
27:36 – Not all deficits are counterproductive
32:14 – US debt projection as America ages
39:35 – Historical general purpose technologies and productivity growth
53:21 – Vanguard's stance on AI stocks, megatrends, fixed-income, and long-term investing
1:04:51 – What if AI fails?
1:11:34 – DOGE’s impact on structural deficit headwind and closing
Read Vanguard's Megatrends White Paper: https://bit.ly/42yI3z7
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Cardiac Cowboys
The heart was always off-limits to surgeons. Cutting into it spelled instant death for the patient. That is, until a ragtag group of doctors scattered across the Midwest and Texas decided to throw out the rule book. Working in makeshift laboratories and home garages, using medical devices made from scavenged machine parts and beer tubes, these men and women invented the field of open heart surgery. Odds are, someone you know is alive because of them. So why has history left them behind? Presented by Chris Pine, CARDIAC COWBOYS tells the gripping true story behind the birth of heart surgery, and the young, Greatest Generation doctors who made it happen. For years, they competed and feuded, racing to be the first, the best, and the most prolific. Some appeared on the cover of Time Magazine, operated on kings and advised presidents. Others ended up disgraced, penniless, and convicted of felonies. Together, they ignited a revolution in medicine, and changed the world.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.