Stray Reflections
Jawad Mian
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Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. The podcast focuses on seeing the present clearly rather than predicting the future. It offers investing ideas and aims to advance thinking in novel ways.
Epizody
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A conversation with Grant Williams 23.05.2026 1h 8min
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AI trade: underestimated and underexposed 16.05.2026 11min
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How wars actually end 09.05.2026 8min
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A familiar stretch 25.04.2026 3min
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The gamble of brinkmanship 18.04.2026 5min
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Before the unthinkable 04.04.2026 6min
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Revisiting the 1973-74 Bear Market 31.03.2026 6min
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Replay: The Middle East Diaries 28.02.2026 19min
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What the skyline says 21.02.2026 5min
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Good bubble, bad bubble 13.02.2026 10min
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The great humbling 07.02.2026 4min
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An American self-portrait 24.01.2026 5min
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1999: A Feeling 23.01.2026 4min
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American vice 18.01.2026 3min
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Not an AI bubble 16.01.2026 5min
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The promise that changes you 10.01.2026 4min
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The greatest game 09.01.2026 6min
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America’s Great Leap 05.01.2026 6min
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When America broke the system 03.01.2026 37min
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Navigating China’s Bull Market 06.10.2025 56minKaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.
