Jawad Mian, who writes the global macro research publication Stray Reflections, saw a bottom in deflation in early 2016 when many were fearing a global bust. He has held a constructive view on equities ever since. In this piece, Jawad explains why risk assets remain on solid ground. He also presents his view that the U.S. midterm elections may deliver an unexpected boost to equities. Filmed on June 1, 2018 in Grand Cayman.