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.
Episodios
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A conversation with Grant Williams 23.05.2026 1h 8m
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AI trade: underestimated and underexposed 16.05.2026 11m
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How wars actually end 09.05.2026 8m
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A familiar stretch 25.04.2026 3m
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The gamble of brinkmanship 18.04.2026 5m
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Before the unthinkable 04.04.2026 6m
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Revisiting the 1973-74 Bear Market 31.03.2026 6m
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Replay: The Middle East Diaries 28.02.2026 19m
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What the skyline says 21.02.2026 5m
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Good bubble, bad bubble 13.02.2026 10m
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The great humbling 07.02.2026 4m
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An American self-portrait 24.01.2026 5m
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1999: A Feeling 23.01.2026 4m
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American vice 18.01.2026 3m
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Not an AI bubble 16.01.2026 5m
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The promise that changes you 10.01.2026 4m
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The greatest game 09.01.2026 6m
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America’s Great Leap 05.01.2026 6m
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When America broke the system 03.01.2026 37m
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Navigating China’s Bull Market 06.10.2025 56mKaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.
