Interview with Jawad Mian – Part Two

Published on
May 2nd, 2016
Duration
29 minutes

Interview with Jawad Mian – Part Two

The Interview ·
Featuring Jawad Mian

Published on: May 2nd, 2016 • Duration: 29 minutes

Jawad Mian, founder of Stray Reflections, continues his discussion with Grant Williams in Part Two, segueing to the Middle East where he discusses the geopolitical structures and tensions between nations, his short and long term outlook for crude oil, the current role of ISIS and the risk spectrum they pose globally, and gives a number of specific trade recommendations in the current market environment.

Comments

  • MM
    Michael M.
    6 October 2016 @ 18:57
    A great interview - but all this happy clappy stuff about people getting along is nonsense. The history of man is war, and the naivete in this interview in confusing the terrorism of 20th century nationalists with 21st century totalitarian theocrats because the tactics they use are vaguely similar will prove to be ruinous.
  • CL
    Chewy L.
    5 September 2016 @ 11:16
    His long equities have been spot on but short € and bonds are not correct depending on his time horizon and sizing.curious to know if his thinking has changed. Smart guy but it looks like his hit ratio is about 50%. I reckon what's really important is how much can he capitalize when he's right.
  • DR
    Daniel R.
    16 May 2016 @ 00:14
    Grant, more and more I'm appreciating your skill as an interviewer. Always gracious and patient, but never passive. Jawal, thank you for sharing your perspective, and your living room for this series
  • LC
    Liliana C.
    8 May 2016 @ 07:00
    Thanks Jawa and Grant! Thoroughly enjoyed it!
  • PJ
    Peter J.
    7 May 2016 @ 16:52
    Excellent inetrview. Why is it we only get this type of discussion / perspective re the Middle East on RealVision. It should be on the BBC / other mainstream channels!!
  • NS
    Niek S.
    5 May 2016 @ 09:21
    Typical an example of someone that is thinking behind the thinking. Jawed is really seeing the bigger picture. One of the best interviews on the Middle East so far!
  • HS
    Hubert S.
    4 May 2016 @ 14:37
    clearly an intelligent and likable chap. But he will definitely have an deeper understanding of politics in his region when his beard has turned grey. While one might cause the other. Back in 2026 ?
  • ww
    will w.
    4 May 2016 @ 08:05
    Overall, extremely valuable convers's on most-thoroughly-considered contra-RV views. V interesting point- US reducing its ME presence/ concern, as its domestic oil & gas prod'n rises dramatically.
  • jd
    john d.
    4 May 2016 @ 04:31
    Once again GW shows his class. An ability to let J spell out his views at length without feeling the need to interject or refute despite holding a vastly different perspective. Thanks GW, RV and J
  • CT
    Claudia T.
    3 May 2016 @ 18:42
    Excellent insights!
  • EA
    Erin A.
    3 May 2016 @ 15:36
    Love what he had to say about western media perpetuating the misunderstanding of the Sunni/Shiite relationship and how this perverts’ ones thinking about the region right-off-the-bat.
  • TS
    Tim S.
    3 May 2016 @ 03:23
    Short Euro, Yen and Swiss franc vs dollar. This month... ouch! Maybe he's going to be right later in the year, though. Who knows. Is the current dollar weakness a correction in the bull market?
  • RF
    Richard F.
    3 May 2016 @ 00:34
    Very appreciative of hearing a well case for the next 6 to 12 months. In the short term he may well be right. Even he admits that China will have a problem it is just further down the road maybe.
  • RA
    Robert A.
    3 May 2016 @ 00:11
    Everything old "could" be new again. How ironic if more ease is finally negative and the old paradigm indeed prevails. I really think we do need to hear every truly reasoned and supported thesis!
  • DL
    Derek L.
    2 May 2016 @ 22:49
    Probability of losing money shorting gold is quite high IMO.
  • JS
    John S.
    2 May 2016 @ 20:59
    The major difference between past terrorism and the current ISIS threat is that this is based on jihad, not political ideology. A whole different animal with profound implications.
  • JS
    John S.
    2 May 2016 @ 20:46
    No foreign power is playing a major role in the Middle East! LOL
  • BL
    Brian L.
    2 May 2016 @ 20:09
    Interesting but sadly the US is sending more boots on the ground. And until the Iranian nuke program is fully resolved through an Iranian spring or war, the region will not be stable.
  • LA
    Linda A.
    2 May 2016 @ 18:34
    When the Fed floods the fin sys with money, that causes inflation. That means the cost of living has gone up even though your pay may not have. Eco. growth is slowing but s&p has tripled- where is fmv
  • CH
    Calvin H.
    2 May 2016 @ 18:08
    Maybe it is just me, but Grant got J to contradict himself at the 2:15 mark by him listing events that would make him take risk off. NIRP/QE4/poor data. Otherwise we are all good!?
  • KD
    Kevin D.
    2 May 2016 @ 17:59
    whats his actual track record? His website only lists his past good reccos, but not anything he got wrong, or anything about sizing/actual positions/etc. That is usually a red flag.
  • KD
    Ken D.
    2 May 2016 @ 17:06
    A very incomplete analysis of the risks of war in the ME. "peaceful " Iran is beefing up its proxies, Hizbollah and Hamas, for conflict with Israel. That scarcely bodes well for peace in the region.
  • BG
    Bruno G.
    2 May 2016 @ 15:32
    Nothing to worry about, that 6 cm Abdominal Aortic Anuerysm will not be a problem if we do not address it. It has never been a problem and besides look your other organ systems are fine.
  • KC
    Klendathu C.
    2 May 2016 @ 14:49
    Jawad's excellent insight is supported by historical precedents that run counter to the bear case that "it's different this time. Hard to argue against and incredibly important to be aware of.
  • mj
    maria j.
    2 May 2016 @ 14:25
    excellent insight