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© 2025 Jawad Mian
Description
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.
60 Episodes
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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.
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 rare conversation with Steve Cohen (Point 72) that moved beyond markets.
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 Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.
What if the AI boom is closer to a turning point than most realize?
This isn’t 1995; we’re now in a post-bubble world.
Paul Tudor Jones’ guidelines for trading success.
History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.
Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.
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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