Stray Reflections

Stray Reflections

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Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. Our job is not to predict the future; it’s to see the present clearly. Discover investing ideas and advance your thinking in truly novel ways.

Jawad Mian


    • Oct 25, 2024 LATEST EPISODE
    • infrequent NEW EPISODES
    • 30m AVG DURATION
    • 29 EPISODES


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    Latest episodes from Stray Reflections

    The Corporation

    Play Episode Listen Later Oct 25, 2024 8:42


    One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

    Après pandemic, le déluge?

    Play Episode Listen Later Jun 28, 2024 10:34


    I want to draw your attention to the mother of all worst-case scenarios—a climate risk that nobody is discussing. The global hydrological cycle is speeding up, and precipitation is becoming extreme. China is the country most vulnerable to flooding as global temperatures rise. Can aging dams maintain historical levels of flood protection in the face of extreme weather changes?

    The Graduate

    Play Episode Listen Later Jun 21, 2024 3:00


    The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

    Old School Macro

    Play Episode Listen Later Jun 16, 2024 8:39


    This is my father's story. 

    Gotta have faith

    Play Episode Listen Later May 31, 2024 63:47


    In this magical conversation with Brie Stoner, I explore the importance of having faith, the role of devotion, and the desire for integrity in our quest of being the best version of ourselves.

    Recovering from a Drawdown

    Play Episode Listen Later May 24, 2024 53:02


    How do you recover from a drawdown? What's the trick to remember the mistakes you are most prone to repeating? Why is it so important to forgive yourself? Todd Edgar joins us to discuss the emotional journey and ways to get back in the black.

    Diary of a Trader

    Play Episode Listen Later May 17, 2024 20:19


    Paul Tudor Jones' guidelines for trading success. 

    Build Yourself with Tony Fadell

    Play Episode Listen Later May 10, 2024 71:38


    Tony Fadell led the teams that created the iPod, iPhone, and Nest Learning Thermostat. His new product is a book called Build, and it instructs readers on building careers, products, companies—and even oneself. He joins us to share his practical wisdom.

    iphone ipods tony fadell nest learning thermostat
    China's legacy and destiny: Confucius, Marx, and Xi Jinping

    Play Episode Listen Later May 3, 2024 111:50


    If you believe you have a good understanding of China, think again. Alice Wang joins me for the most insightful, thought-provoking, and heartfelt discussion on China you'll ever come across. 

    Successful Fathers

    Play Episode Listen Later Apr 26, 2024 29:11


    Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

    Masterclass with Greg Coffey (CIO, Kirkoswald)

    Play Episode Listen Later Apr 19, 2024 13:47


         Greg Coffey (CIO, Kirkoswald) delves into his distinguished trading career, sharing invaluable lessons and tracing his personal growth. He elaborates on his approach to risk management, offering practical advice to build portfolios that are “sensible and bulletproof.”  

    Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater)

    Play Episode Listen Later Apr 12, 2024 11:04


    The beauty of macro is to look for anomalies and exploit them. Why is something happening that shouldn't, or why isn't something happening that should? Karen Karniol-Tambour (co-CIO, Bridgewater) shares her perspective on a few key anomalies.

    Lessons of History

    Play Episode Listen Later Apr 5, 2024 10:46


    Nothing surprises the student of history. On a long enough timeline, history repeats. We therefore mustn't think that ours is a unique experience; that the laws of history don't apply to us.

    Requiem for a dream

    Play Episode Listen Later Mar 29, 2024 16:11


    Every year make it a point to reflect on the events of March 2020, serving as a reminder of the sudden shifts that can occur in the world and their repercussions on financial markets. 

    The Confidence Game: Swiftmania, MAG7, and the US election

    Play Episode Listen Later Mar 22, 2024 43:48


    Peter Atwater joins us to explore the hidden role of confidence in the choices we make, and why events described as being unprecedented are often entirely predictable—if we know what to look for. You'll learn how to spot opportunities, avoid psychological traps, and navigate the road ahead with clarity and confidence.

    Reminder: Stray Reflections Retreat

    Play Episode Listen Later Mar 16, 2024 9:16


    I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

    Short Gremlins

    Play Episode Listen Later Mar 15, 2024 4:46


    When did you start believing in yourself? 

    Replay: Bitcoin's Next Act

    Play Episode Listen Later Mar 9, 2024 60:22


    With bitcoin's price returning to its 2021 highs, it's critical to consider the long-term case for digital assets once more. What does a world in which bitcoin succeeds look like? 

    The Conscious Parent

    Play Episode Listen Later Mar 1, 2024 47:29


    Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent" 

    Future Nostalgia

    Play Episode Listen Later Feb 23, 2024 15:23


    Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.

    Ego is the enemy

    Play Episode Listen Later Feb 16, 2024 7:46


    Bringing together the most interesting people in the most interesting locations for the most interesting ideas. 

    Wisdom from Morgan Housel

    Play Episode Listen Later Feb 9, 2024 56:11


    Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.  

    The Middle East Diaries: “Woe to the Arabs”

    Play Episode Listen Later Feb 2, 2024 19:39


    The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions display certain convergences within the field of eschatology.

    Once upon a time in America

    Play Episode Listen Later Jan 26, 2024 11:15


    Why bother investing anywhere other than the US stock market? The S&P 500 and Nasdaq have vastly outperformed global equities for more than a decade. It seems so obvious, doesn't it? Remembering that this wasn't always the case is crucial.

    Announcement: Stray Reflections Retreat

    Play Episode Listen Later Jan 20, 2024 9:16


    I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

    What if AI is underhyped?

    Play Episode Listen Later Jan 19, 2024 55:43


    Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.

    Clear Thinking with Shane Parrish

    Play Episode Listen Later Jan 12, 2024 51:20


    Shane Parrish, founder of Farnam Street and author of Clear Thinking, joins us to discuss practical strategies for navigating any situation with poise and intelligence.

    Inner Game with Steve Cohen

    Play Episode Listen Later Jan 10, 2024 43:38


    Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft. 

    Annual Review: “Wonderment”

    Play Episode Listen Later Jan 3, 2024 18:46


    At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.

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