Jefferies' David Zervos on Fed chair candidacy: I feel very blessed and excited to serve my country

Inflation & Monetary Policy - The Fed's stance on policy and AI initiatives could be reasons why inflation expectations are under control [1] - Tariffs are considered one-off changes in price and are not expected to metastasize into long-term inflation [1] - The speaker disagrees with the idea that many jobs are being left on the table [1] - The speaker suggests that the current focus is on fighting the last battle [1] Fed Chair Candidacy & Perspective - The speaker has been in contact with many people in the administration, discussing similar agenda points [4] - The speaker believes having more market-savvy individuals involved in monetary policy decisions would be beneficial [8] - The speaker acknowledges the importance of understanding and debating economic models used by the Fed, despite not being a big believer in them [7] - The speaker would not divorce their market strategist perspective if they were to become Fed Chair [5] Treasury Secretary - The speaker has known the Treasury Secretary for well over a decade and has high expectations for their performance [2][3] - The speaker believes the Treasury Secretary has exceeded even the loftiest of expectations [3]