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Stray Reflections
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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.
72 Episodes
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What the skyline says

What the skyline says

2026-02-2105:22

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.
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