Jawad S. Mian on Global Investment Research

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 21 July 2023

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Bloomberg Radio host Barry Ritholtz speaks with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro research and trading advisory firm with a focus on major investment themes. His clients include some of the world’s largest hedge funds, family offices and institutional investors. Mian studied finance and economics at the University of Western Ontario, and is a CFA and CMT charterholder.

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Acre Trader Financial LLC, providing access to farmland investments.
0:07.1	Unlike commercial real estate, farmland shows historically lower volatility in times of financial stress.
0:13.7	Visit Acre Trader.com slash masters for a free guide to farmland investing.
0:19.6	This is Karen Moscow.
0:20.9	And I'm Nathan Hager, here to tell you about another podcast you should be listening to
0:25.3	Bloomberg Gay Break US Edition.
0:27.4	Every weekday morning, we bring you all the news you need to start your day in just 15 minutes.
0:33.0	Join us as we run down the top business and global headlines of the morning
0:36.5	with the reach of over 2700 journalists and analysts in more than 120 countries.
0:41.7	Subscribe to Bloomberg Day Break US Edition today on Apple, Spotify, Bloomberg.com,
0:47.3	or wherever you get your podcasts.
0:51.4	This is Masters in Business with Very Redholed's on Bloomberg Radio.
0:58.4	This week on the podcast, I have an extra special guest.
1:01.9	Joad me on publishes a fascinating macro advisory letter that is read by many of the most well-known
1:10.4	and influential investors on not just Wall Street but around the world.
1:17.6	He brings a fascinating approach and a bit of a outlier contrarian way of looking at the world
1:25.2	that has allowed him to identify specific changes in what's taking place
1:31.8	on in the economy, in the markets, and essentially provide a helpful sounding board
1:41.2	to many of the world's best investors.
1:44.4	I found our conversation to be absolutely fascinating and I think you will also.
1:49.5	So with no further ado, stray reflections, Joad me on.
1:54.3	Welcome to Bloomberg.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.