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Stray Reflections

Author: Jawad Mian

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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.
70 Episodes
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The great humbling

The great humbling

2026-02-0704:58

1999: A Feeling

1999: A Feeling

2026-01-2304:03

American vice

American vice

2026-01-1803:43

Not an AI bubble

Not an AI bubble

2026-01-1605:16

The greatest game

The greatest game

2026-01-0906:11

America’s Great Leap

America’s Great Leap

2026-01-0506:17

Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.
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.
From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.
How to speak in a way that heals—ourselves, our relationships, and the world.
What most of us were never taught about love, marriage, and emotional growth.
Insights from Philippa Perry’s book, The Book You Wish Your Parents Had Read. 
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