

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

Jan 18, 2025 • 10min
The Inner Game of Trading
 Trading isn't just about numbers; it's a mental and emotional battleground. Dive into the psychological dynamics that influence success. Discover how Timothy Galway's 'Inner Game' framework can transform your trading mindset. Learn the art of balancing your critical thoughts with your instinctual self to boost performance. Strategies for building trust and achieving relaxed concentration take center stage, revealing how your inner game can drive your trading results. 

Jan 7, 2025 • 14min
A year in reflection
 The discussion begins by reflecting on the economic landscape and the resilience of the U.S. labor market in 2024. Notable trends in global markets, particularly regarding Chinese stocks and the S&P 500, are explored. The impact of volatile cryptocurrencies, especially Bitcoin, serves as a focal point for investment strategies. Listeners will find insights into fiscal policies, upcoming elections, and the challenges posed by economic uncertainties, all leading to a thoughtful consideration of lessons learned from the past year. 

Jan 1, 2025 • 4min
A transformational journey awaits
 We’re hosting the next Stray Reflections Retreat in Woodside, California, from May 5–8. Over four days, we’ll gather among the majestic redwoods to help you channel the success you’ve achieved in markets into other areas of life that need your care and attention. 

Dec 23, 2024 • 21min
Fatherhood with Louis-Vincent Gave
 Louis-Vincent Gave, a seasoned father and insightful speaker, dives deep into the transformative journey of parenthood. He reflects on how his upbringing shaped his parenting style, emphasizing emotional connection and the importance of family support. Gave shares his philosophy on carving out quality time amidst busy schedules and the significance of creating memorable experiences. He addresses the emotional complexities of parenting, highlighting the need for personalized guidance and the ongoing journey of self-growth that comes with raising children. 

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. 


