Chris Wood: Global Head of Equity Strategy at Jefferies

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In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment.

The conversation spans global markets, with Wood sharing his outlook on Japan’s corporate reform story, the long-term opportunity in India’s private banking sector, and why China remains an essential but complex part of any portfolio.

They also discuss the risks building in private equity and private credit and the shifting role of the US dollar.

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