LFG with Jefferies’ Chief Optimist David Zervos

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 February 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by David Zervos, Chief Market Strategist at Jefferies, for a comprehensive discussion on market dynamics, policy impacts, and geopolitical considerations. David shares his extensive background, highlighting his 15 years at Jefferies and his earlier experiences as a macro trader and advisor to the Federal Reserve. The conversation delves into the current state of financial markets, the impact of central bank policies, and the role of macro strategies. David provides his optimistic outlook on the efficacy of policy tools, the potential for deregulation under the new administration, and the prospects for economic growth and inflation. The episode also touches on the concentration of tech stocks, the importance of innovation, and the potential for deflationary pressures from technological advancements. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:58.6	To find out more about IConnections events and members-only platform, visit iConnections.io.
1:05.4	Welcome to the Risk Reversal podcast. I'm Dan Neath, and I'm joined by David Zervos.
1:10.4	He is the chief market strategist
1:12.2	at Jeffreys and the head of global macro. Welcome to the pod, David. Great to be here.
1:17.7	All right. This is a long time coming. I've seen you on CNBC, you're a contributor over there.
1:22.4	I feel like forever. I don't think we've kind of crossed path on our show. I know you do a lot of
1:27.0	those other great shows.
1:28.6	You came on with us in Miami last month. Now, to be very fair, after we saw you at Global Arts
1:35.0	Eye Connections last year, we tried to get you on. I don't know what happened there. So, all right,
1:39.2	but here you are. You're on the pod. We're going to talk about a whole host of things. Obviously, markets, policy,
1:44.6	geopolitics and how they all kind of mash up together. But because you're a first time on the
1:50.1	Rish Reversal Pod, I'd love to get a little bit of your background. It's pretty fascinating. You've done
	...

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