

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

Apr 26, 2024 • 29min
Successful Fathers
Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

Apr 19, 2024 • 14min
Masterclass with Greg Coffey (CIO, Kirkoswald)
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.”

Apr 12, 2024 • 11min
Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater)
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.

Apr 5, 2024 • 11min
Lessons of History
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.

Mar 29, 2024 • 16min
Requiem for a dream
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.

Mar 22, 2024 • 44min
The Confidence Game: Swiftmania, MAG7, and the US election
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.

Mar 16, 2024 • 9min
Reminder: Stray Reflections Retreat
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.

Mar 15, 2024 • 5min
Short Gremlins
From overcoming self-doubt to tales of resilience in finance careers, guests highlight the power of embracing uniqueness, teamwork, self-discovery, perseverance, and supportive relationships.

Mar 9, 2024 • 1h
Replay: Bitcoin’s Next Act
Exploring the future of Bitcoin, comparing its functionality to Ethereum, discussing crypto art and NFTs, and reflecting on personal growth and gratitude.

Mar 1, 2024 • 47min
The Conscious Parent
Exploring conscious parenting through shedding ego for genuine connection, fostering trust and empowerment, navigating guilt and parenting expectations, supporting children's authenticity and emotional connection, promoting empathy and acceptance, and handling children's mistakes with understanding and emotional connection.


