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