PERSON DIRECTORY
Jawad Mian
Jawad Mian appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Steve Cohen and Jawad Mian at Sohn 2025
Steve Cohen sees slowing growth rather than recession as the base case, but assigns recession roughly 45% odds as tariffs imply a 14–17% rate.With next year’s growth around one and a half percent or lower, the Fed unlikely to act immediately, and multiples high, he sees limited upside; weaker data could expose a 10–15% retrace and tougher regime for tariff-exposed names.