Jawad Mian
Stray Reflections
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.
Author
Jawad Mian
Category
Podcast website
Latest episode
Jun 13, 2026
Where to listen?
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Android 5M+ downloads · 4.8 rating
iOS soon
Episodes
Navigating China’s Bull Market 06.10.2025 56:38
Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.
The Confidence Game: AI, Trump, and the S&P 500 28.09.2025 45:04
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.
China decoded with Andrew Polk 13.09.2025 51:43
From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.
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