Stray Reflections

By: Jawad Mian
  • Summary

  • 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.
    © 2024 Jawad Mian
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Episodes
  • Après pandemic, le déluge?
    Jun 28 2024

    I want to draw your attention to the mother of all worst-case scenarios—a climate risk that nobody is discussing. The global hydrological cycle is speeding up, and precipitation is becoming extreme. China is the country most vulnerable to flooding as global temperatures rise. Can aging dams maintain historical levels of flood protection in the face of extreme weather changes?

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    11 mins
  • The Graduate
    Jun 21 2024

    The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

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    3 mins
  • Old School Macro
    Jun 16 2024

    This is my father's story.

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    9 mins

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