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.
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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.
A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.
