

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

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.

Jun 16, 2024 • 9min
Old School Macro
This is my father's story.

May 31, 2024 • 1h 4min
Gotta have faith
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.

May 24, 2024 • 53min
Recovering from a Drawdown
Financial expert Todd Edgar discusses emotional resilience in recovering from drawdowns. Topics include learning from mistakes, building resilience in trading, maintaining peak performance, protecting profits, decision-making in investments, and personal desires in life.

May 17, 2024 • 20min
Diary of a Trader
Paul Tudor Jones’ guidelines for trading success.

22 snips
May 10, 2024 • 1h 12min
Build Yourself with Tony Fadell
Tony Fadell, creator of iPod, iPhone, and Nest, shares wisdom on building careers and products, emphasizing defining success, giving back, embracing change, and sustainable practices. Discusses life cycles, beginner's mindset, personal growth, impact of carbon border tax, and importance of dreams and collaborations.

May 3, 2024 • 1h 52min
China’s legacy and destiny: Confucius, Marx, and Xi Jinping
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.


