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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.

PublishesWeeklyEpisodes18Founded3 months ago
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Latest Episodes

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.

5 days ago

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.

12 days ago

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.

19 days ago

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 psycholo... more

a month ago

I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.

a month ago

When did you start believing in yourself?

a month ago

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?

a month ago

Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent"

2 months ago


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