Published on: February 20th, 2017 • Duration: 86 minutes
In the last 'Travels with Jawad' episode, Liran Blum introduced some fascinating thoughts on the outlook for the US economy under President Trump. Here, in an extended interview with Jawad Mian, the Blue Helm Capital Management CIO, shares the thinking behind his investment framework and trading philosophy, spanning his time at Nomura and SAC Capital. In an epic discussion, Liran outlines his positive view on Brazil, a bearish take on the dollar and a more optimistic outlook for Europe, with a truly individual approach to investing. Filmed on January 24, 2017, in New York.