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David Zervos

CNBC contributor and Jefferies' chief market strategist. Provides insights on market trends and economic policy.

Top 10 podcasts with David Zervos

Ranked by the Snipd community
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16 snips
Feb 21, 2025 • 55min

LFG with Jefferies’ Chief Optimist David Zervos

David Zervos, Chief Market Strategist at Jefferies, shares insights from his extensive finance background, including advisory roles for the Federal Reserve. The discussion highlights his optimistic views on policy tools and potential deregulation under the new administration. He delves into the current financial landscape, examining the impact of central bank strategies and geopolitical factors. The concentration of tech stocks, the role of innovation, and the deflationary pressures from technology are also explored, painting a dynamic picture of economic growth.
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Feb 20, 2025 • 44min

Banks Break Down… And Alibaba’s Big Run 2/20/25

David Zervos, Chief Market Strategist at Jefferies and a CNBC contributor, discusses the significant downturn in major financial stocks like JPMorgan and Goldman Sachs. He dives into the surprising surge of Alibaba, which has skyrocketed over 60% this year due to strong earnings, and its implications for the broader China trade. Zervos also examines the factors driving market trends, including rising gold prices and the impact of retail performances, particularly Walmart's struggles despite solid sales.
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Dec 23, 2024 • 42min

Wild Ride for Stocks, Trump's New Choices, Suspect in Killing of UnitedHealth CEO Pleads "Not Guilty" 12/23/24

David Zervos, the Chief Market Strategist at Jefferies, discusses the intricate ways the Federal Reserve's interest rate policies are impacting market dynamics. He highlights the recent rebounds in the S&P 500 and how political shifts could influence future economic conditions. Zervos also delves into the challenges facing the retail sector, particularly post-pandemic changes, and scrutinizes the implications of rising debt and government spending cuts on economic growth. His insights provide a riveting look at the future of the markets.
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Jun 3, 2025 • 44min

SOTS 2nd Hour: Recession Odds Latest, Jefferies’ Volatility Playbook, and Applied Digital CEO Talks AI Demand 6/3/25

David Zervos, Chief Market Strategist at Jefferies, shares his insights on the stock market's shifting dynamics. He discusses UBS raising recession odds and the OECD's downgraded growth estimates in the U.S. Zervos emphasizes that despite cautionary warnings about inflation and deficits, bullish sentiments are emerging. The talk also highlights Applied Digital's significant $15B deal for AI datacenters and Meta's partnership for sustainable energy, showcasing the booming demand for AI capabilities and innovative energy solutions.
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Apr 3, 2025 • 49min

Tariffs Crush Global Markets… And Volatility Swings Ahead Of Tomorrow’s Jobs Report 4/3/25

David Zervos, Jeffrey's chief market strategist and CNBC contributor, dives into the chaos created by recent tariff announcements and their dramatic impact on global markets. He breaks down how tariffs are significantly shifting investor sentiment and threatening consumer-facing stocks. The conversation touches on the looming jobs report and the volatility it could trigger. Zervos discusses how companies are navigating these economic challenges while questioning the fairness of trade policies, all while forecasting potential market adjustments ahead.
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May 30, 2025 • 44min

Nvidia’s Post Earnings Blues… And JPMorgan CEO Jamie Dimon’s Bond Market Warning 5/30/25

David Zervos, CNBC contributor and Jefferies' chief market strategist, shares his insights on the shifting dynamics of the bond market and the recent struggles faced by Nvidia after its earnings report. He discusses U.S.-China trade tensions affecting tech stocks and compares Nvidia's performance against competitors like AMD and Google. Zervos also addresses alarm bells from Jamie Dimon regarding bond market stability, while offering a cautious but optimistic perspective on the market's resilience amidst geopolitical challenges.
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May 7, 2025 • 47min

Closing Bell Overtime: Exclusive Interview With Ken Griffin; Fed Decision & Powell Presser 5/7/25

Ken Griffin, Founder and CEO of Citadel, shares his insights on financial markets and monetary policy, showcasing his deep expertise. He discusses the recent decisions of the Federal Reserve and their impact on the tech sector, alongside David Zervos, who provides an analysis of market volatility. The conversation explores trade policies and their effects on American businesses, particularly in light of inflation and tariffs. Griffin also reflects on governance issues at Harvard, linking it to broader economic reform.
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Apr 8, 2025 • 49min

SOTS 2nd Hour: Stocks Stage A Rebound: The Tariff Playbook, Plus Outlook for Energy & Semis 4/8/25

David Zervos, Chief Market Strategist at Jefferies, shares his keen insights on market dynamics amidst ongoing U.S.-China trade tensions. He discusses the strong recovery in stocks and the implications of tariffs on various sectors, especially Energy and Semiconductors. Zervos also examines the outlook for oil prices amid recession fears and OPEC strategies, while addressing the evolving landscape of Medicare Advantage plans that are sparking interest in insurance stocks. His analysis sheds light on navigating the current economic challenges with a strategic mindset.
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Oct 25, 2024 • 43min

SOTS 2nd Hour: Nasdaq Record Highs, Musk’s Wealth Gains (Plus Putin Headlines), and Capri Sun-k 10/25/24

David Zervos, Chief Market Strategist at Jefferies, analyzes the surge in Nasdaq and Tesla's impressive stock performance, stressing the implications for investor sentiment. Brian Ronholm discusses pressing food safety concerns linked to an E. coli outbreak, while Steve Leisman and Brian Sullivan delve into consumer sentiments regarding election outcomes. Robert Frank provides insights on how luxury brands face challenges after a merger blockage, illustrating the shifting dynamics in both the economy and the market landscape.
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Sep 18, 2024 • 43min

Closing Bell Overtime: Fed Day Special 9/18/24

David Zervos from Jefferies discusses how the recent Fed rate cut spurred mixed reactions across markets. Barbara Doran from BD8 shares insights into potential stock performance post-cut. Investor Dan Niles focuses on the impact of rate changes on tech and energy stocks. Mark Mobius explores global market opportunities stemming from these economic shifts. Former Boston Fed President Eric Rosengren offers predictions on future Fed policies and their effects on global investment strategies.

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