LFG with Jefferies’ Chief Optimist David Zervos

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

Om Podcasten

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media