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EssentialThe Essential Conversation

Front-Running the Flip-Flopping Fed

Featuring David Zervos

Aug 16, 2019 • 39 minutes

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Essential

The Essential Conversation

Front-Running the Flip-Flopping Fed

David Zervos, chief market strategist at Jefferies, explains why he thinks we are on the cusp of a paradigm shift at the Fed.

Featuring David Zervos

Aug 16, 2019 • 39 minutes

David Zervos, chief market strategist at Jefferies, explains why he thinks we are on the cusp of a paradigm shift at the Fed. Zervos says the Fed overtightened in 2018 and has not communicated a consistent strategy since then. The result has been a huge bull market in bonds that could force the Fed to cut to the quick. Zervos also explains his view on the risk parity trade, demographic challenges to growth, and what he calls the "bondfire," in this conversation with Ed Harrison. Filmed on Aug 12, 2019 in New York. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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