Jawad Mian, Founder of Stray Reflections, lays out the bull case in Part One of this extraordinary interview, explaining why he sees growth conditions as having improved dramatically since the '08 crisis and why data which may seem poor at first blush may mask better long-term cyclical market dynamics. From there, Jawad touches on a wide variety of topics from Fed policy to U.S. dollar trends to bond and equity cycles. The perspective offered by this brilliant mind will broaden your worldview and give you a range of original insight to blend with your investing framework.