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Stray Reflections
Jawad Mian
60 episodes
1 month ago
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.
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Investing
Education,
Business,
Self-Improvement
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All content for Stray Reflections is the property of Jawad Mian and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Education,
Business,
Self-Improvement
Episodes (20/60)
Stray Reflections
Navigating China’s Bull Market

Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.

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1 month ago
56 minutes

Stray Reflections
The Confidence Game: AI, Trump, and the S&P 500

A conversation with Peter Atwater on how shifts in confidence explain today’s AI boom, tariff talk, Trump’s influence, and the S&P 500’s path.

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1 month ago
45 minutes

Stray Reflections
China decoded with Andrew Polk

From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.

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2 months ago
51 minutes

Stray Reflections
Wisdom from Morgan Housel
2 months ago
56 minutes

Stray Reflections
Nonviolent communication with Danny Cohen

How to speak in a way that heals—ourselves, our relationships, and the world.

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3 months ago
1 hour 19 minutes

Stray Reflections
Clear Thinking with Shane Parrish
3 months ago
51 minutes

Stray Reflections
The price of acceptance
4 months ago
3 minutes

Stray Reflections
Love and repair with Terry Real

What most of us were never taught about love, marriage, and emotional growth.

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4 months ago
53 minutes

Stray Reflections
Raising ourselves, not just children

Insights from Philippa Perry’s book, The Book You Wish Your Parents Had Read. 

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5 months ago
14 minutes

Stray Reflections
Conscious Living with Diana Chapman
5 months ago
56 minutes

Stray Reflections
Build, baby, build

A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.

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5 months ago
1 hour 6 minutes

Stray Reflections
Sitting with Steve Cohen: markets, mindset, meaning

A rare conversation with Steve Cohen (Point 72) that moved beyond markets. 

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6 months ago
18 minutes

Stray Reflections
The Industrialization of Intelligence

A conversation with Sean Maher, founder of Entext, to make sense of macro and technology trends. This exchange will challenge your assumptions, broaden your thinking, and offer a fresh lens on how the future might unfold.

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7 months ago
37 minutes

Stray Reflections
The great monetary reset

A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.

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7 months ago
2 hours 8 minutes

Stray Reflections
The overbuilt AI dream

What if the AI boom is closer to a turning point than most realize?

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7 months ago
9 minutes

Stray Reflections
A post-bubble reality

This isn’t 1995; we’re now in a post-bubble world.

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8 months ago
33 minutes

Stray Reflections
Diary of a Trader

Paul Tudor Jones’ guidelines for trading success. 

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9 months ago
20 minutes

Stray Reflections
American Exuberance

History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.

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9 months ago
13 minutes

Stray Reflections
Between worlds: endgame or new beginning?

Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.

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9 months ago
53 minutes

Stray Reflections
Magnificently Risky

What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?

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9 months ago
13 minutes

Stray Reflections
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.