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Stray Reflections

Jawad Mian
Ego
Conscious Parenting
Abrahamic Religions
Bitcoin
Trading
Finance
Middle East
Child Development
Mental Health
Eschatology
Iran
Israeli-Palestinian Conflict
Investing
Emotional Intelligence
Leadership
Cryptocurrency
Economics
Wahhabism
Self-Awareness
Artificial Intelligence

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.

PublishesTwice monthlyEpisodes60Founded2 years ago
Number of ListenersCategories
BusinessInvestingSelf-ImprovementEducation

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Artwork for Stray Reflections

Latest Episodes

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.

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Recent Guests

Kaiwen Wang
Chief Strategist at Clocktower Group
Clocktower Group
Episode: Navigating China’s Bull Market
Diana Chapman
Co-founder of the Conscious Leadership Group and co-author of 'The 15 Commitments of Conscious Leadership'
Episode: Conscious Living with Diana Chapman
Daniel Dreyfus
Founder of Bornite Capital
Bornite Capital
Episode: Build, baby, build
Jawad Mian
Founder of Stray Reflections, dedicated to the pursuit of truth in life and markets
Stray Reflections
Episode: Gotta have faith
Alice Wang
Portfolio manager at Quero Capital
Quero Capital
Episode: China’s legacy and destiny: Confucius, Marx, and Xi Jinping
Steve Dropney
Mentor and host of a bull vs bear debate at a macro event
Passport Capital
Episode: Short Gremlins
Unknown participant from Iraq
Participant who moved to Toronto and navigated challenging job search and trading task
Pension Fund
Episode: Short Gremlins
Glen Kacher
Founder and CIO of Light Street Capital
Light Street Capital
Episode: What if AI is underhyped?
Louis Gabb
CEO of Gavkal Capital
Gavkal Capital
Episode: Annual Review: “Wonderment”

Host

Noah
Host of Stray Reflections, leading discussions on macroeconomic trends and investment strategies.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Navigating China’s Bull Market
Q: How do you explain a decade plus of wealth creation in GDP terms with so little in equity terms?
The Chinese market has a far higher volatility, which has scared away investors and created the perception that it has not provided returns.
Navigating China’s Bull Market
Q: What's the story about China that you never see in the headlines but should be front page news?
Few investors understand why Chinese policymakers have been reluctant to stimulate the economy, which has been a significant concern for global investors.
China decoded with Andrew Polk
Q: What's the one data point or story you watch the most closely right now?
The credit growth indicator is closely monitored, but the reliability has waned in recent times due to various economic shifts.
China decoded with Andrew Polk
Q: What does the new growth model look like?
The new growth model involves shifting away from excessive reliance on the property market to focus on technology-enabled industries, primarily in green tech.
Conscious Living with Diana Chapman
Q: What keeps people stuck outside their zone of genius?
Fear and a righteous mindset that insists on not making money or believing it's impossible.

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Frequently Asked Questions About Stray Reflections

What is Stray Reflections about and what kind of topics does it cover?

The content revolves around macroeconomic trends, investment strategies, and personal development, appealing to listeners looking for a deeper understanding of the financial world. Topics frequently discussed include the dynamics of global markets, the impact of geopolitical events, and insights from industry experts about emerging investment opportunities. Notably, themes such as emotional intelligence in trading, the psychology behind market behaviors, and the evolution of digital assets like cryptocurrencies are prominent across various episodes. The dialogue often encourages a reflective approach to both investing and personal growth, making it particularly engaging for those seeking innovative perspectives in these fields.

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Which podcasts are similar to Stray Reflections?

These podcasts share a similar audience with Stray Reflections:

1. The Meb Faber Show - Better Investing
2. Monetary Matters with Jack Farley
3. Forward Guidance
4. Excess Returns
5. The Market Huddle

How many episodes of Stray Reflections are there?

Stray Reflections launched 2 years ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Stray Reflections?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Stray Reflections?

Recent guests on Stray Reflections include:

1. Kaiwen Wang
2. Diana Chapman
3. Daniel Dreyfus
4. Jawad Mian
5. Alice Wang
6. Steve Dropney
7. Unknown participant from Iraq
8. Glen Kacher

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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