A conversation with Sean Maher, founder of Entext, to make sense of macro and technology trends. This exchange will challenge your assumptions, broaden your thinking, and offer a fresh lens on how the future might unfold.
Apr 27, 2025•38 min•Ep. 48
A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.
Apr 12, 2025•2 hr 9 min•Ep. 47
What if the AI boom is closer to a turning point than most realize?
Mar 31, 2025•10 min•Ep. 46
This isn’t 1995; we’re now in a post-bubble world.
Mar 13, 2025•34 min•Ep. 45
Paul Tudor Jones’ guidelines for trading success.
Feb 26, 2025•20 min•Ep. 44
History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.
Feb 15, 2025•13 min•Ep. 43
Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.
Feb 08, 2025•54 min•Ep. 42
What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?
Jan 31, 2025•14 min•Ep. 41
Trading is as much a mental and emotional challenge as it is about strategy and skill. The inner game defines how far you’ll go.
Jan 18, 2025•10 min•Ep. 40
“Self-reflection is the school of wisdom,” wrote Baltasar Gracian. As we close the chapter on 2024, his words remind us of the value of looking back to truly understand the path ahead. In this annual review, we revisit what we shared, examine where we were right, acknowledge where we fell short, and consider what these lessons mean for the year ahead.
Jan 07, 2025•14 min•Ep. 39
We’re hosting the next Stray Reflections Retreat in Woodside, California, from May 5–8. Over four days, we’ll gather among the majestic redwoods to help you channel the success you’ve achieved in markets into other areas of life that need your care and attention.
Jan 01, 2025•4 min•Ep. 38
This conversation on parenting and fatherhood speaks to something universal: how we navigate relationships, cultivate presence, and embrace the journey of becoming better human beings.
Dec 23, 2024•21 min•Ep. 37
“To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”
Dec 15, 2024•7 min•Ep. 36
The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions display certain convergences within the field of eschatology.
Dec 08, 2024•20 min•Ep. 35
On a long enough timeline history repeats. But this isn’t 1995; we’re back in 1968.
Nov 29, 2024•18 min•Ep. 34
Reflecting on the past decade of my personal and professional journey.
Nov 22, 2024•1 hr 5 min•Ep. 33
Will 2020s be the decade when workers reclaim the reins of power?
Nov 15, 2024•9 min•Ep. 32
The main purpose of the stock market is to make fools of as many men as possible.
Nov 08, 2024•8 min•Ep. 31
Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?
Nov 01, 2024•12 min•Ep. 30
One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.
Oct 25, 2024•9 min•Ep. 29
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?
Jun 28, 2024•11 min•Ep. 28
The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.
Jun 21, 2024•3 min•Ep. 27
This is my father's story.
Jun 16, 2024•9 min•Ep. 26
In this magical conversation with Brie Stoner, I explore the importance of having faith, the role of devotion, and the desire for integrity in our quest of being the best version of ourselves.
May 31, 2024•1 hr 4 min•Ep. 25
How do you recover from a drawdown? What’s the trick to remember the mistakes you are most prone to repeating? Why is it so important to forgive yourself? Todd Edgar joins us to discuss the emotional journey and ways to get back in the black.
May 24, 2024•53 min•Ep. 24
Paul Tudor Jones’ guidelines for trading success.
May 17, 2024•20 min•Ep. 23
Tony Fadell led the teams that created the iPod, iPhone, and Nest Learning Thermostat. His new product is a book called Build, and it instructs readers on building careers, products, companies—and even oneself. He joins us to share his practical wisdom.
May 10, 2024•1 hr 12 min•Ep. 22
If you believe you have a good understanding of China, think again. Alice Wang joins me for the most insightful, thought-provoking, and heartfelt discussion on China you’ll ever come across.
May 03, 2024•1 hr 52 min•Ep. 21
Practical wisdom on parenting from the book "Successful Fathers" by James Stenson
Apr 26, 2024•29 min•Ep. 20
Greg Coffey (CIO, Kirkoswald) delves into his distinguished trading career, sharing invaluable lessons and tracing his personal growth. He elaborates on his approach to risk management, offering practical advice to build portfolios that are “sensible and bulletproof.”
Apr 19, 2024•14 min•Ep. 19