Stray Reflections
By Jawad Mian
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Category: Investing
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Subscribers: 9
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Episodes: 76
Description
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.
| Episode | Date |
|---|---|
|
A familiar stretch
|
Apr 25, 2026 |
|
The gamble of brinkmanship
|
Apr 18, 2026 |
|
Before the unthinkable
|
Apr 04, 2026 |
|
Revisiting the 1973-74 Bear Market
|
Mar 31, 2026 |
|
Replay: The Middle East Diaries
|
Feb 28, 2026 |
|
What the skyline says
|
Feb 21, 2026 |
|
Good bubble, bad bubble
|
Feb 13, 2026 |
|
The great humbling
|
Feb 07, 2026 |
|
An American self-portrait
|
Jan 24, 2026 |
|
1999: A Feeling
|
Jan 23, 2026 |
|
American vice
|
Jan 18, 2026 |
|
Not an AI bubble
|
Jan 16, 2026 |
|
The promise that changes you
|
Jan 10, 2026 |
|
The greatest game
|
Jan 09, 2026 |
|
America’s Great Leap
|
Jan 05, 2026 |
|
When America broke the system
|
Jan 03, 2026 |
|
Navigating China’s Bull Market
|
Oct 06, 2025 |
|
The Confidence Game: AI, Trump, and the S&P 500
|
Sep 28, 2025 |
|
China decoded with Andrew Polk
|
Sep 13, 2025 |
|
Wisdom from Morgan Housel
|
Aug 31, 2025 |
|
Nonviolent communication with Danny Cohen
|
Aug 11, 2025 |
|
Clear Thinking with Shane Parrish
|
Aug 08, 2025 |
|
The price of acceptance
|
Jul 27, 2025 |
|
Love and repair with Terry Real
|
Jul 06, 2025 |
|
Raising ourselves, not just children
|
Jun 21, 2025 |
|
Conscious Living with Diana Chapman
|
Jun 14, 2025 |
|
Build, baby, build
|
Jun 07, 2025 |
|
Sitting with Steve Cohen: markets, mindset, meaning
|
May 24, 2025 |
|
The Industrialization of Intelligence
|
Apr 27, 2025 |
|
The great monetary reset
|
Apr 12, 2025 |
|
The overbuilt AI dream
|
Mar 31, 2025 |
|
A post-bubble reality
|
Mar 13, 2025 |
|
Diary of a Trader
|
Feb 26, 2025 |
|
American Exuberance
|
Feb 15, 2025 |
|
Between worlds: endgame or new beginning?
|
Feb 08, 2025 |
|
Magnificently Risky
|
Jan 31, 2025 |
|
The Inner Game of Trading
|
Jan 18, 2025 |
|
A year in reflection
|
Jan 07, 2025 |
|
A transformational journey awaits
|
Jan 01, 2025 |
|
Fatherhood with Louis-Vincent Gave
|
Dec 23, 2024 |
|
Striking Thoughts
|
Dec 15, 2024 |
|
Replay: The Middle East Diaries
|
Dec 08, 2024 |
|
Invest like it’s 1968
|
Nov 29, 2024 |
|
Reflecting on Ten Transformative Years
|
Nov 22, 2024 |
|
The Pursuit of Profit
|
Nov 15, 2024 |
|
Bull trap
|
Nov 08, 2024 |
|
The American Myth
|
Nov 01, 2024 |
|
The Corporation
|
Oct 25, 2024 |
|
Après pandemic, le déluge?
|
Jun 28, 2024 |
|
The Graduate
|
Jun 21, 2024 |
|
Old School Macro
|
Jun 16, 2024 |
|
Gotta have faith
|
May 31, 2024 |
|
Recovering from a Drawdown
|
May 24, 2024 |
|
Diary of a Trader
|
May 17, 2024 |
|
Build Yourself with Tony Fadell
|
May 10, 2024 |
|
China’s legacy and destiny: Confucius, Marx, and Xi Jinping
|
May 03, 2024 |
|
Successful Fathers
|
Apr 26, 2024 |
|
Masterclass with Greg Coffey (CIO, Kirkoswald)
|
Apr 19, 2024 |
|
Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater)
|
Apr 12, 2024 |
|
Lessons of History
|
Apr 05, 2024 |
|
Requiem for a dream
|
Mar 29, 2024 |
|
The Confidence Game: Swiftmania, MAG7, and the US election
|
Mar 22, 2024 |
|
Reminder: Stray Reflections Retreat
|
Mar 16, 2024 |
|
Short Gremlins
|
Mar 15, 2024 |
|
Replay: Bitcoin’s Next Act
|
Mar 09, 2024 |
|
The Conscious Parent
|
Mar 01, 2024 |
|
Future Nostalgia
|
Feb 23, 2024 |
|
Ego is the enemy
|
Feb 16, 2024 |
|
Wisdom from Morgan Housel
|
Feb 09, 2024 |
|
The Middle East Diaries: “Woe to the Arabs”
|
Feb 02, 2024 |
|
Once upon a time in America
|
Jan 26, 2024 |
|
Announcement: Stray Reflections Retreat
|
Jan 20, 2024 |
|
What if AI is underhyped?
|
Jan 19, 2024 |
|
Clear Thinking with Shane Parrish
|
Jan 12, 2024 |
|
Inner Game with Steve Cohen
|
Jan 10, 2024 |
|
Annual Review: “Wonderment”
|
Jan 03, 2024 |