Transistor (https://transistor.fm) https://feeds.transistor.fm/stray-reflections-e2c25afa-a5a7-497c-bd14-cb76e0bbc9dd 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. © 2026 Jawad Mian 57ac31ae-25f3-5d0d-b066-ee0edfe2c5d2 yes en Sat, 04 Apr 2026 09:00:21 -0400 Sat, 04 Apr 2026 09:01:49 -0400 http://www.stray-reflections.com https://img.transistorcdn.com/__F8DlDV1j7Rw0od70zplbfvtu4IoX0pvb81be7BlUk/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ4MzAwLzE3MDQy/NTQzOTMtYXJ0d29y/ay5qcGc.jpg http://www.stray-reflections.com episodic 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. Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. Stray Reflections No No 74 74 Before the unthinkable full 82be1087-ecea-4af3-a5d6-95b1a87f3895 https://share.transistor.fm/s/72d42bea Sat, 04 Apr 2026 09:00:00 -0400 Jawad Mian Jawad Mian 397 No 73 73 Revisiting the 1973-74 Bear Market full d7589b58-4da6-4696-85f5-b9915babe9e4 https://share.transistor.fm/s/010874ff Tue, 31 Mar 2026 09:05:51 -0400 Jawad Mian Jawad Mian 365 No 72 72 Replay: The Middle East Diaries full f947a9be-67ab-46a9-a610-dabd87c8c631 https://share.transistor.fm/s/a119b61f Sat, 28 Feb 2026 10:10:13 -0500 Jawad Mian Jawad Mian 1179 No 71 71 What the skyline says full f67f8907-76ea-4fb4-8c07-14f698fac8bc https://share.transistor.fm/s/044ea8e1 Sat, 21 Feb 2026 05:40:00 -0500 Jawad Mian Jawad Mian 322 No 70 70 Good bubble, bad bubble full 117abc51-2b69-4df2-96cc-fd8d8aeb2306 https://share.transistor.fm/s/779c8df8 Fri, 13 Feb 2026 13:03:00 -0500 Jawad Mian Jawad Mian 648 No 69 69 The great humbling full 127b3612-5c4b-48cb-90a1-e7e1e53371d6 https://share.transistor.fm/s/e3512440 Sat, 07 Feb 2026 09:38:00 -0500 Jawad Mian Jawad Mian 298 No 68 68 An American self-portrait full 8b238dbd-24e0-4666-87be-de24042a7e8f https://share.transistor.fm/s/2af68d03 Sat, 24 Jan 2026 09:38:00 -0500 Jawad Mian Jawad Mian 322 No 67 67 1999: A Feeling full 02482525-b45f-4df9-827e-6d3b57ca1121 https://share.transistor.fm/s/2f6a5f16 Fri, 23 Jan 2026 09:37:00 -0500 Jawad Mian Jawad Mian 243 No 66 66 American vice full ec8a6467-ba50-4009-ae25-ba9ebeef312e https://share.transistor.fm/s/0ff2b0fa Sun, 18 Jan 2026 09:38:00 -0500 Jawad Mian Jawad Mian 223 No 65 65 Not an AI bubble full 536a905b-d3ae-48e4-b0f0-a5ad013535e5 https://share.transistor.fm/s/72aed26d Fri, 16 Jan 2026 12:00:00 -0500 Jawad Mian Jawad Mian 316 No 64 64 The promise that changes you full f683d584-c8ba-45a4-8bf2-6e94c1db86db https://share.transistor.fm/s/22d1cdc8 Sat, 10 Jan 2026 07:00:00 -0500 Jawad Mian Jawad Mian 244 No 63 63 The greatest game full dec3d423-b607-41ab-b8d0-241bef0767f7 https://share.transistor.fm/s/daf27fd7 Fri, 09 Jan 2026 09:00:00 -0500 Jawad Mian Jawad Mian 371 No 62 62 America’s Great Leap full f192f4d5-c70e-4860-8039-509643c56ed0 https://share.transistor.fm/s/abd0fb02 Mon, 05 Jan 2026 03:00:00 -0500 Jawad Mian Jawad Mian 377 No 61 61 When America broke the system full 80b405f6-2144-4261-a858-0e138b6c006d https://share.transistor.fm/s/260d993f Sat, 03 Jan 2026 09:01:02 -0500 Jawad Mian Jawad Mian 2255 No 60 60 Navigating China’s Bull Market full 2689e427-b1ca-4bb6-bf5e-2b5b18579ef5 https://share.transistor.fm/s/606d0e64 Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.

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

]]> Mon, 06 Oct 2025 01:17:01 -0400 Jawad Mian Jawad Mian 3398 Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.

]]> No 59 59 The Confidence Game: AI, Trump, and the S&P 500 full 97ba7784-3e3b-4d88-9c14-b2756ea6359e https://share.transistor.fm/s/e5775de3 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.

]]> 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.

]]> Sun, 28 Sep 2025 13:55:36 -0400 Jawad Mian Jawad Mian 2704 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.

]]> No 58 58 China decoded with Andrew Polk full a5014632-4d06-4aa5-a4de-12747736f7f5 https://share.transistor.fm/s/11eeb7e8 From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.

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

]]> Sat, 13 Sep 2025 18:14:00 -0400 Jawad Mian Jawad Mian 3103 From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.

]]> No 57 57 Wisdom from Morgan Housel full b6beb2df-0eb2-47dc-8517-611924e98ac7 https://share.transistor.fm/s/e164af25 Sun, 31 Aug 2025 12:10:29 -0400 Jawad Mian Jawad Mian 3371 No 56 56 Nonviolent communication with Danny Cohen full 93ca4b90-7105-418c-a064-1ed8716d3dcd https://share.transistor.fm/s/09698650 How to speak in a way that heals—ourselves, our relationships, and the world.

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

]]> Mon, 11 Aug 2025 14:54:34 -0400 Jawad Mian Jawad Mian 4747 How to speak in a way that heals—ourselves, our relationships, and the world.

]]> No 55 55 Clear Thinking with Shane Parrish full de8aca02-b19c-4e75-b855-d6adcf47599a https://share.transistor.fm/s/55edd1fb Fri, 08 Aug 2025 13:00:00 -0400 Jawad Mian Jawad Mian 3080 No 54 54 The price of acceptance full 2f16075e-8572-4aa5-9c85-0be83ad439d1 https://share.transistor.fm/s/450b7da5 Sun, 27 Jul 2025 15:36:22 -0400 Jawad Mian Jawad Mian 194 No 53 53 Love and repair with Terry Real full 564e70aa-2235-4282-9cfb-72cc69bc77cd https://share.transistor.fm/s/0d1c5a80 What most of us were never taught about love, marriage, and emotional growth.

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

]]> Sun, 06 Jul 2025 05:15:37 -0400 Jawad Mian Jawad Mian 3197 What most of us were never taught about love, marriage, and emotional growth.

]]> No 52 52 Raising ourselves, not just children full 2c56c238-def4-45c9-8bf2-eeb3d1005167 https://share.transistor.fm/s/8c501e1e Insights from Philippa Perry’s book, The Book You Wish Your Parents Had Read. 

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

]]> Sat, 21 Jun 2025 03:17:00 -0400 Jawad Mian Jawad Mian 883 Insights from Philippa Perry’s book, The Book You Wish Your Parents Had Read. 

]]> No 51 51 Conscious Living with Diana Chapman full f4527b4b-f46f-44fc-8de3-442cefbea138 https://share.transistor.fm/s/6d19f62f Sat, 14 Jun 2025 04:01:02 -0400 Jawad Mian Jawad Mian 3381 No 50 50 Build, baby, build full 2ac1ba72-7c5c-4834-9dcf-b16b6e2718e3 https://share.transistor.fm/s/ef449c40 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.

]]> 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.

]]> Sat, 07 Jun 2025 07:33:00 -0400 Jawad Mian Jawad Mian 3985 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.

]]> No 49 49 Sitting with Steve Cohen: markets, mindset, meaning full 70252093-b879-43da-b2b8-2a392228d753 https://share.transistor.fm/s/e2129c05 A rare conversation with Steve Cohen (Point 72) that moved beyond markets. 

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

]]> Sat, 24 May 2025 06:00:00 -0400 Jawad Mian Jawad Mian 1099 A rare conversation with Steve Cohen (Point 72) that moved beyond markets. 

]]> No 48 48 The Industrialization of Intelligence full faf0effa-714b-4c3b-aa39-4e4a1fefd2a1 https://share.transistor.fm/s/42215875 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.

]]> 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.

]]> Sun, 27 Apr 2025 11:54:29 -0400 Jawad Mian Jawad Mian 2262 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.

]]> No 47 47 The great monetary reset full 4b910c07-4ba4-41ef-8d4b-06ac99e88a99 https://share.transistor.fm/s/8af12cf6 A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.

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

]]> Sat, 12 Apr 2025 10:49:49 -0400 Jawad Mian Jawad Mian 7733 A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.

]]> No 46 46 The overbuilt AI dream full 3660279b-04ac-4451-8588-d0804b8e1e60 https://share.transistor.fm/s/3002d663 What if the AI boom is closer to a turning point than most realize?

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

]]> Mon, 31 Mar 2025 06:21:51 -0400 Jawad Mian Jawad Mian 591 What if the AI boom is closer to a turning point than most realize?

]]> No 45 45 A post-bubble reality full 69a70e22-7028-4cba-99b9-5f94acfacb39 https://share.transistor.fm/s/1729e894 This isn’t 1995; we’re now in a post-bubble world.

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

]]> Thu, 13 Mar 2025 13:30:30 -0400 Jawad Mian Jawad Mian 2038 This isn’t 1995; we’re now in a post-bubble world.

]]> No 44 44 Diary of a Trader full 80924b2c-a61a-427e-9076-e55ac46e8164 https://share.transistor.fm/s/66f7ae27 Paul Tudor Jones’ guidelines for trading success. 

]]> Paul Tudor Jones’ guidelines for trading success. 

]]> Wed, 26 Feb 2025 16:37:36 -0500 Jawad Mian Jawad Mian 1219 Paul Tudor Jones’ guidelines for trading success. 

]]> No 43 43 American Exuberance full c94b9623-bfd8-47e6-a276-fe88f23fd7a7 https://share.transistor.fm/s/4a83f349 History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.

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

]]> Sat, 15 Feb 2025 07:00:00 -0500 Jawad Mian Jawad Mian 809 History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.

]]> No 42 42 Between worlds: endgame or new beginning? full d95fbe81-4174-4a35-b707-9e7c94a18891 https://share.transistor.fm/s/98ad8482 Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.

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

]]> Sat, 08 Feb 2025 08:49:00 -0500 Jawad Mian Jawad Mian 3213 Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.

]]> No 41 41 Magnificently Risky full b6600e4f-6a03-4cca-a442-88debac3ec8a https://share.transistor.fm/s/cb05b672 What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?

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

]]> Thu, 30 Jan 2025 21:48:45 -0500 Jawad Mian Jawad Mian 834 What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?

]]> No 40 40 The Inner Game of Trading full 5e3be5fa-1a02-4214-a641-dacfc674ec29 https://share.transistor.fm/s/136c03a6 Trading is as much a mental and emotional challenge as it is about strategy and skill. The inner game defines how far you’ll go.

]]> Trading is as much a mental and emotional challenge as it is about strategy and skill. The inner game defines how far you’ll go.

]]> Sat, 18 Jan 2025 06:00:00 -0500 Jawad Mian Jawad Mian 570 Trading is as much a mental and emotional challenge as it is about strategy and skill. The inner game defines how far you’ll go.

]]> No 39 39 A year in reflection full 169afeb3-2838-425f-935d-4c5f33311c6a https://share.transistor.fm/s/1909795d “Self-reflection is the school of wisdom,” wrote Baltasar Gracian. As we close the chapter on 2024, his words remind us of the value of looking back to truly understand the path ahead. In this annual review, we revisit what we shared, examine where we were right, acknowledge where we fell short, and consider what these lessons mean for the year ahead.

]]> “Self-reflection is the school of wisdom,” wrote Baltasar Gracian. As we close the chapter on 2024, his words remind us of the value of looking back to truly understand the path ahead. In this annual review, we revisit what we shared, examine where we were right, acknowledge where we fell short, and consider what these lessons mean for the year ahead.

]]> Tue, 07 Jan 2025 13:20:03 -0500 Jawad Mian Jawad Mian 860 “Self-reflection is the school of wisdom,” wrote Baltasar Gracian. As we close the chapter on 2024, his words remind us of the value of looking back to truly understand the path ahead. In this annual review, we revisit what we shared, examine where we were right, acknowledge where we fell short, and consider what these lessons mean for the year ahead.

]]> No 38 38 A transformational journey awaits full b15176ab-460b-4962-bc9e-ad0b82e36b79 https://share.transistor.fm/s/f608ef85 We’re hosting the next Stray Reflections Retreat in Woodside, California, from May 5–8. Over four days, we’ll gather among the majestic redwoods to help you channel the success you’ve achieved in markets into other areas of life that need your care and attention.

]]> We’re hosting the next Stray Reflections Retreat in Woodside, California, from May 5–8. Over four days, we’ll gather among the majestic redwoods to help you channel the success you’ve achieved in markets into other areas of life that need your care and attention.

]]> Wed, 01 Jan 2025 12:34:36 -0500 Jawad Mian Jawad Mian 225 We’re hosting the next Stray Reflections Retreat in Woodside, California, from May 5–8. Over four days, we’ll gather among the majestic redwoods to help you channel the success you’ve achieved in markets into other areas of life that need your care and attention.

]]> No 37 37 Fatherhood with Louis-Vincent Gave full 705d6257-c877-4b78-a3b9-e6e6962fc956 https://share.transistor.fm/s/b4691fe0 This conversation on parenting and fatherhood speaks to something universal: how we navigate relationships, cultivate presence, and embrace the journey of becoming better human beings. 

]]> This conversation on parenting and fatherhood speaks to something universal: how we navigate relationships, cultivate presence, and embrace the journey of becoming better human beings. 

]]> Mon, 23 Dec 2024 01:16:00 -0500 Jawad Mian Jawad Mian 1268 This conversation on parenting and fatherhood speaks to something universal: how we navigate relationships, cultivate presence, and embrace the journey of becoming better human beings. 

]]> No 36 36 Striking Thoughts full df0f1146-b212-48c8-ae9a-e799ae138743 https://share.transistor.fm/s/c201bd8f “To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”

]]> “To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”

]]> Sat, 14 Dec 2024 23:33:24 -0500 Jawad Mian Jawad Mian 399 “To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”

]]> No 35 35 Replay: The Middle East Diaries full ef7e6078-1dcf-47f0-9f20-e1f2e34b7994 https://share.transistor.fm/s/18b190dd 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.

]]> 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.

]]> Sat, 07 Dec 2024 21:56:02 -0500 Jawad Mian Jawad Mian 1179 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.

]]> No 34 34 Invest like it’s 1968 full 7396e0f0-d48b-41c2-9b71-3515b9114d57 https://share.transistor.fm/s/5daa04f2 On a long enough timeline history repeats. But this isn’t 1995; we’re back in 1968.

]]> On a long enough timeline history repeats. But this isn’t 1995; we’re back in 1968.

]]> Fri, 29 Nov 2024 06:00:00 -0500 Jawad Mian Jawad Mian 1056 On a long enough timeline history repeats. But this isn’t 1995; we’re back in 1968.

]]> No 33 33 Reflecting on Ten Transformative Years full 24b83083-c5c4-4fcf-b935-a1e0023152df https://share.transistor.fm/s/10f35be4 Reflecting on the past decade of my personal and professional journey.

]]> Reflecting on the past decade of my personal and professional journey.

]]> Fri, 22 Nov 2024 07:14:00 -0500 Jawad Mian Jawad Mian 3913 Reflecting on the past decade of my personal and professional journey.

]]> No 32 32 The Pursuit of Profit full 45ef307e-48e0-422e-aad9-6ca521ad78e2 https://share.transistor.fm/s/59433443 Will 2020s be the decade when workers reclaim the reins of power?

]]> Will 2020s be the decade when workers reclaim the reins of power?

]]> Fri, 15 Nov 2024 05:56:00 -0500 Jawad Mian Jawad Mian 567 Will 2020s be the decade when workers reclaim the reins of power?

]]> No 31 31 Bull trap full 35f15307-e61f-4289-bb59-222598148744 https://share.transistor.fm/s/549decad The main purpose of the stock market is to make fools of as many men as possible.

]]> The main purpose of the stock market is to make fools of as many men as possible.

]]> Fri, 08 Nov 2024 03:12:00 -0500 Jawad Mian Jawad Mian 455 The main purpose of the stock market is to make fools of as many men as possible.

]]> No 30 30 The American Myth full 60ada248-d3e7-486a-befc-08542953e3f3 https://share.transistor.fm/s/2fbbcd21 Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

]]> Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

]]> Fri, 01 Nov 2024 01:00:00 -0400 Jawad Mian Jawad Mian 744 Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

]]> No 29 29 The Corporation full a2af8b8f-3a39-4fc0-a7ca-69e638b9e57a https://share.transistor.fm/s/a2d1a92a One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

]]> One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

]]> Fri, 25 Oct 2024 05:43:00 -0400 Jawad Mian Jawad Mian 522 One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

]]> No 28 28 Après pandemic, le déluge? full ae807a6d-4d6e-401e-be08-a918beedb99b https://share.transistor.fm/s/d8eec0b1 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 of extreme weather changes?

]]> 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 of extreme weather changes?

]]> Fri, 28 Jun 2024 17:26:38 -0400 Jawad Mian Jawad Mian 634 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 of extreme weather changes?

]]> No 27 27 The Graduate full bc01f41b-cce0-4c95-a727-5a443186bec8 https://share.transistor.fm/s/edef24fc The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

]]> The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

]]> Fri, 21 Jun 2024 04:35:00 -0400 Jawad Mian Jawad Mian 180 The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

]]> No 26 26 Old School Macro full 61cab611-2d1b-44ca-a8c7-fa46590775d6 https://share.transistor.fm/s/68bc755d This is my father's story. 

]]> This is my father's story. 

]]> Sun, 16 Jun 2024 16:26:34 -0400 Jawad Mian Jawad Mian 519 This is my father's story. 

]]> No 25 25 Gotta have faith full 20fb0103-6605-4351-9a69-52918665a6bb https://share.transistor.fm/s/cc05930d 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.

]]> 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.

]]> Fri, 31 May 2024 04:00:00 -0400 Jawad Mian Jawad Mian 3827 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.

]]> No 24 24 Recovering from a Drawdown full f02c63bd-e40e-4d28-b652-7c87bd0ade4d https://share.transistor.fm/s/99339d43 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.

]]> 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.

]]> Fri, 24 May 2024 05:00:00 -0400 Jawad Mian Jawad Mian 3182 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.

]]> No 23 23 Diary of a Trader full a40b196b-5e6d-4e31-9ff4-2c08c2d2d179 https://share.transistor.fm/s/21b479e2 Paul Tudor Jones’ guidelines for trading success. 

]]> Paul Tudor Jones’ guidelines for trading success. 

]]> Fri, 17 May 2024 04:11:00 -0400 Jawad Mian Jawad Mian 1219 Paul Tudor Jones’ guidelines for trading success. 

]]> No 22 22 Build Yourself with Tony Fadell full 25ab9a07-09ce-4f5d-a685-caad5b895579 https://share.transistor.fm/s/933a868f 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.

]]> 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.

]]> Fri, 10 May 2024 04:00:00 -0400 Jawad Mian Jawad Mian 4298 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.

]]> No 21 21 China’s legacy and destiny: Confucius, Marx, and Xi Jinping full 5455ffd4-f62b-4c4a-8fec-5d33efb8c1e7 https://share.transistor.fm/s/52877ae4 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. 

]]> 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. 

]]> Fri, 03 May 2024 05:00:00 -0400 Jawad Mian Jawad Mian 6710 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. 

]]> No 20 20 Successful Fathers full b808c2ed-6b3d-4dfe-ba17-1d8594d17cb0 https://share.transistor.fm/s/1e4c8e63 Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

]]> Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

]]> Fri, 26 Apr 2024 04:01:00 -0400 Jawad Mian Jawad Mian 1751 Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

]]> No 19 19 Masterclass with Greg Coffey (CIO, Kirkoswald) full f566af3d-cc27-4c06-80af-dcb2cdbae751 https://share.transistor.fm/s/5502751e      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.”  

]]>      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.”  

]]> Fri, 19 Apr 2024 04:00:00 -0400 Jawad Mian Jawad Mian 827      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.”  

]]> No 18 18 Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater) full 6ab212b1-0ef1-4b3b-b7b4-7628ed45da12 https://share.transistor.fm/s/f2a11e62 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.

]]> 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.

]]> Fri, 12 Apr 2024 04:00:00 -0400 Jawad Mian Jawad Mian 664 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.

]]> No 17 17 Lessons of History full 80e8d54c-af62-4780-9820-1815ace89ec3 https://share.transistor.fm/s/d7b4a5e2 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.

]]> 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.

]]> Fri, 05 Apr 2024 03:59:00 -0400 Jawad Mian Jawad Mian 646 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.

]]> No 16 16 Requiem for a dream full 7be5c2f7-9128-40ba-99d0-80fc4e1ded1a https://share.transistor.fm/s/7fe42aed 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. 

]]> 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. 

]]> Fri, 29 Mar 2024 03:57:00 -0400 Jawad Mian Jawad Mian 971 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. 

]]> No 15 15 The Confidence Game: Swiftmania, MAG7, and the US election full 9926e78e-6626-4049-be55-80a356ae8900 https://share.transistor.fm/s/b2b488f6 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.

]]> 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.

]]> Fri, 22 Mar 2024 04:03:00 -0400 Jawad Mian Jawad Mian 2628 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.

]]> No 14 14 Reminder: Stray Reflections Retreat full 635380b4-bef2-4657-8ba3-b80ea6977f03 https://share.transistor.fm/s/c95a9ed5 I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

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

]]> Sat, 16 Mar 2024 17:31:52 -0400 Jawad Mian Jawad Mian 556 I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

]]> No 13 13 Short Gremlins full 41da4ad1-cee3-4496-bf6d-346ca9c1d72b https://share.transistor.fm/s/e14db95e When did you start believing in yourself? 

]]> When did you start believing in yourself? 

]]> Fri, 15 Mar 2024 05:32:00 -0400 Jawad Mian Jawad Mian 286 When did you start believing in yourself? 

]]> No 12 12 Replay: Bitcoin’s Next Act full 2bff0661-a316-4ec8-ab99-241771ce94e8 https://share.transistor.fm/s/fb054105 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? 

]]> 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? 

]]> Sat, 09 Mar 2024 10:27:56 -0500 Jawad Mian Jawad Mian 3622 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? 

]]> No 11 11 The Conscious Parent full 67859d7f-e9a0-4495-9326-453239ffe30e https://share.transistor.fm/s/14483d42 Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent" 

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

]]> Fri, 01 Mar 2024 04:02:00 -0500 Jawad Mian Jawad Mian 2849 Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent" 

]]> No 10 10 Future Nostalgia full 26aad93d-7002-4858-ae7f-cb3ba1f94291 https://share.transistor.fm/s/3670503c Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.

]]> Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.

]]> Fri, 23 Feb 2024 04:00:00 -0500 Jawad Mian Jawad Mian 923 Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.

]]> No 9 9 Ego is the enemy full 58399527-3533-42ee-bc16-065ae0e7b3e7 https://share.transistor.fm/s/7a5feb77 Bringing together the most interesting people in the most interesting locations for the most interesting ideas. 

]]> Bringing together the most interesting people in the most interesting locations for the most interesting ideas. 

]]> Fri, 16 Feb 2024 00:30:19 -0500 Jawad Mian Jawad Mian 466 Bringing together the most interesting people in the most interesting locations for the most interesting ideas. 

]]> No 8 8 Wisdom from Morgan Housel full 68952ca6-4a1b-4727-baea-3db0a316b428 https://share.transistor.fm/s/7d0ba955 Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.  

]]> Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.  

]]> Fri, 09 Feb 2024 04:03:00 -0500 Jawad Mian Jawad Mian 3371 Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.  

]]> No 7 7 The Middle East Diaries: “Woe to the Arabs” full c774f1d2-b0c6-4600-a456-00b53da625d1 https://share.transistor.fm/s/dca3dbe3 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.

]]> 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.

]]> Fri, 02 Feb 2024 04:00:00 -0500 Jawad Mian Jawad Mian 1179 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.

]]> No 6 6 Once upon a time in America full 8697a92c-8d58-47b1-86f1-eaf2d83819c3 https://share.transistor.fm/s/a151707c 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.

]]> 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.

]]> Fri, 26 Jan 2024 04:48:00 -0500 Jawad Mian Jawad Mian 675 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.

]]> No 5 5 Announcement: Stray Reflections Retreat full 322f1295-8268-41ff-99d3-d47d8790a3fc https://share.transistor.fm/s/8fdec70a I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

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

]]> Sat, 20 Jan 2024 05:55:00 -0500 Jawad Mian Jawad Mian 556 I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

]]> No 4 4 What if AI is underhyped? full d26efa51-0308-4227-b7ec-55b081dfce5a https://share.transistor.fm/s/e7a6cc06 Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.

]]> Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.

]]> Fri, 19 Jan 2024 04:00:00 -0500 Jawad Mian Jawad Mian 3343 Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.

]]> No 3 3 Clear Thinking with Shane Parrish full 17acc983-0020-40a4-8ea2-5a0cd4128d9e https://share.transistor.fm/s/ed63f096 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.

]]> 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.

]]> Fri, 12 Jan 2024 05:46:00 -0500 Jawad Mian Jawad Mian 3080 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.

]]> No 2 2 Inner Game with Steve Cohen full 3040b931-5766-4c0b-bd45-1f4154d287b0 https://share.transistor.fm/s/b24e271d Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft. 

]]> Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft. 

]]> Tue, 09 Jan 2024 21:34:09 -0500 Jawad Mian Jawad Mian 2618 Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft. 

]]> No 1 1 Annual Review: “Wonderment” full e633a8f3-49ef-4687-ac9a-c8ef84254d5d https://share.transistor.fm/s/fac1ed6f At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.

]]> At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.

]]> Tue, 02 Jan 2024 23:01:37 -0500 Jawad Mian Jawad Mian 1126 At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.

]]> No