

Stray Reflections
Jawad Mian
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.
Episodes
Mentioned books

6 snips
Dec 15, 2024 • 7min
Striking Thoughts
In this engaging conversation with Bruce Lee, the legendary martial artist and philosopher, he shares insights on self-knowledge and the importance of honest self-expression. Discussing his transformative metaphor of water, Bruce emphasizes adaptability and authenticity as essential for personal growth. He inspires listeners to embrace change and aim for inner liberation. This thought-provoking dialogue dives deep into the philosophical teachings that underpin his impactful legacy.

Dec 8, 2024 • 20min
Replay: The Middle East Diaries
Delve into the historical and theological significance of the Middle East, from the origins of its major religions to the creation of Israel. Discover the rise of Wahhabism and its global consequences, shaping the modern religious landscape. Explore the transformation of Constantinople and Jerusalem, coupled with prophecies of reclamation. Unearth the complex dynamics of East Jerusalem, U.S. diplomacy, and Israel's relations with Gulf states while navigating the gripping eschatological themes that influence today's geopolitical climate.

9 snips
Nov 29, 2024 • 18min
Invest like it’s 1968
History seems to be repeating itself as the current market mirrors the speculative climate of 1968. The dramatic rise and fall of a prominent fund manager serves as a cautionary tale for today’s investors. The discussion dives into the similarities between the conglomerate merger boom of the 1960s and the recent SPAC surge, revealing the risks of charismatic yet volatile investment trends. It stresses the importance of informed strategies and lessons learned from past market behaviors to navigate potential future volatility.

Nov 22, 2024 • 1h 5min
Reflecting on Ten Transformative Years
Reflecting on the past decade of my personal and professional journey.

Nov 15, 2024 • 9min
The Pursuit of Profit
Will 2020s be the decade when workers reclaim the reins of power?

Nov 8, 2024 • 8min
Bull trap
The main purpose of the stock market is to make fools of as many men as possible.

Nov 1, 2024 • 12min
The American Myth
Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

Oct 25, 2024 • 9min
The Corporation
One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

Jun 28, 2024 • 11min
Après pandemic, le déluge?
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?

Jun 21, 2024 • 3min
The Graduate
The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.