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.
…
continue reading
Will 2020s be the decade when workers reclaim the reins of power?Par Jawad Mian
…
continue reading
The main purpose of the stock market is to make fools of as many men as possible.Par Jawad Mian
…
continue reading
Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?Par Jawad Mian
…
continue reading
One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.Par Jawad Mian
…
continue reading
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…
…
continue reading
The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.Par Jawad Mian
…
continue reading
This is my father's story.Par Jawad Mian
…
continue reading
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.Par Jawad Mian
…
continue reading
How do you recover from a drawdown? What’s the trick to remember the mistakes you are most prone to repeating? Why is it so important to forgive yourself? Todd Edgar joins us to discuss the emotional journey and ways to get back in the black.Par Jawad Mian
…
continue reading
Paul Tudor Jones’ guidelines for trading success.Par Jawad Mian
…
continue reading
1
Build Yourself with Tony Fadell
1:11:38
1:11:38
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
1:11:38
Tony Fadell led the teams that created the iPod, iPhone, and Nest Learning Thermostat. His new product is a book called Build, and it instructs readers on building careers, products, companies—and even oneself. He joins us to share his practical wisdom.Par Jawad Mian
…
continue reading
1
China’s legacy and destiny: Confucius, Marx, and Xi Jinping
1:51:50
1:51:50
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
1:51:50
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.Par Jawad Mian
…
continue reading
Practical wisdom on parenting from the book "Successful Fathers" by James StensonPar Jawad Mian
…
continue reading
1
Masterclass with Greg Coffey (CIO, Kirkoswald)
13:47
13:47
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
13:47
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.”Par Jawad Mian
…
continue reading
1
Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater)
11:04
11:04
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
11:04
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.Par Jawad Mian
…
continue reading
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.Par Jawad Mian
…
continue reading
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.Par Jawad Mian
…
continue reading
1
The Confidence Game: Swiftmania, MAG7, and the US election
43:48
43:48
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
43:48
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.…
…
continue reading
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.Par Jawad Mian
…
continue reading
When did you start believing in yourself?Par Jawad Mian
…
continue reading
1
Replay: Bitcoin’s Next Act
1:00:22
1:00:22
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
1:00:22
With bitcoin’s price returning to its 2021 highs, it’s critical to consider the long-term case for digital assets once more. What does a world in which bitcoin succeeds look like?Par Jawad Mian
…
continue reading
Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent"Par Jawad Mian
…
continue reading
Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.Par Jawad Mian
…
continue reading
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.Par Jawad Mian
…
continue reading
Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.Par Jawad Mian
…
continue reading
1
The Middle East Diaries: “Woe to the Arabs”
19:39
19:39
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
19:39
The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions display certain convergences within the field of eschatology.Par Jawad Mian
…
continue reading
1
Once upon a time in America
11:15
11:15
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
11:15
Why bother investing anywhere other than the US stock market? The S&P 500 and Nasdaq have vastly outperformed global equities for more than a decade. It seems so obvious, doesn’t it? Remembering that this wasn’t always the case is crucial.Par Jawad Mian
…
continue reading
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.Par Jawad Mian
…
continue reading
Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.Par Jawad Mian
…
continue reading
1
Clear Thinking with Shane Parrish
51:20
51:20
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
51:20
Shane Parrish, founder of Farnam Street and author of Clear Thinking, joins us to discuss practical strategies for navigating any situation with poise and intelligence.Par Jawad Mian
…
continue reading
1
Inner Game with Steve Cohen
43:38
43:38
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
43:38
Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft.Par Jawad Mian
…
continue reading
1
Annual Review: “Wonderment”
18:46
18:46
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
18:46
At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.Par Jawad Mian
…
continue reading