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.

Last refreshed: June 13th, 2026 at 9:35 PM ⓘ

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Episodes

Conversation with Ilana Weinstein

Jun 13, 2026•16 min•Ep. 81

The backwards will be beaten

Jun 05, 2026•17 min•Ep. 80

A conversation with Grant Williams

May 23, 2026•1 hr 8 min•Ep. 79

AI trade: underestimated and underexposed

May 16, 2026•11 min•Ep. 78

How wars actually end

May 09, 2026•9 min•Ep. 77

A familiar stretch

Apr 25, 2026•4 min•Ep. 76

The gamble of brinkmanship

Apr 18, 2026•5 min•Ep. 75

Before the unthinkable

Apr 04, 2026•7 min•Ep. 74

Revisiting the 1973-74 Bear Market

Mar 31, 2026•6 min•Ep. 73

Replay: The Middle East Diaries

Feb 28, 2026•20 min•Ep. 72

What the skyline says

Feb 21, 2026•5 min•Ep. 71

Good bubble, bad bubble

Feb 13, 2026•11 min•Ep. 70

The great humbling

Feb 07, 2026•5 min•Ep. 69

An American self-portrait

Jan 24, 2026•5 min•Ep. 68

1999: A Feeling

Jan 23, 2026•4 min•Ep. 67

American vice

Jan 18, 2026•4 min•Ep. 66

Not an AI bubble

Jan 16, 2026•5 min•Ep. 65

The promise that changes you

Jan 10, 2026•4 min•Ep. 64

The greatest game

Jan 09, 2026•6 min•Ep. 63

America’s Great Leap

Jan 05, 2026•6 min•Ep. 62

When America broke the system

Jan 03, 2026•38 min•Ep. 61

Navigating China’s Bull Market

Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.

Oct 06, 2025•57 min•Ep. 60

The Confidence Game: AI, Trump, and the S&P 500

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.

Sep 28, 2025•45 min•Ep. 59

China decoded with Andrew Polk

From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.

Sep 13, 2025•52 min•Ep. 58

Wisdom from Morgan Housel

Morgan Housel explores the psychological aspects of money and investing, drawing lessons from historical figures like Andrew Carnegie and the Vanderbilts. He discusses the fine line between ambition and obsession, likening money to a drug, and advocates for a strategy of "reasonable optimism" – saving like a pessimist and investing like an optimist. Housel also touches on the societal impact of rising expectations, the unpredictability of major events, and how to find contentment beyond the relentless pursuit of wealth.

Aug 31, 2025•56 min•Ep. 57

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