
Episode #17
Market Conditions Are Ripe for Long-Term Investment: Jefferies Chief Market Strategist David Zervos
<p>The U.S. economy is delivering what may be a once-in-a-generation opportunity for capital holders — and boards that recognize this moment could be positioned to reap significant rewards.</p><p>In this episode, Jefferies Chief Market Strategist David Zervos points to accelerating productivity, a growing capital share of GDP, a favorable regulatory environment, and strong demographic tailwinds as converging forces that make this an extraordinary time to invest and deepen both human and physical capital.</p><p>Skadden partner Ann Beth Stebbins speaks with David about how directors should frame today's macroeconomic environment.</p><p>David argues the U.S...

