Lessons of History
Nothing surprises the student of history. On a long enough timeline, history repeats. We therefore mustn’t think that ours is a unique experience; that the laws of history don’t apply to us.
Apr 05, 2024•11 min•Ep. 17
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.
Episodes
Requiem for a dream
Every year make it a point to reflect on the events of March 2020, serving as a reminder of the sudden shifts that can occur in the world and their repercussions on financial markets.
Mar 29, 2024•16 min•Ep. 16
The Confidence Game: Swiftmania, MAG7, and the US election
Peter Atwater joins us to explore the hidden role of confidence in the choices we make, and why events described as being unprecedented are often entirely predictable—if we know what to look for. You’ll learn how to spot opportunities, avoid psychological traps, and navigate the road ahead with clarity and confidence.
Mar 22, 2024•44 min•Ep. 15
Reminder: Stray Reflections Retreat
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.
Mar 16, 2024•9 min•Ep. 14
Short Gremlins
When did you start believing in yourself?
Mar 15, 2024•5 min•Ep. 13
Replay: Bitcoin’s Next Act
With bitcoin’s price returning to its 2021 highs, it’s critical to consider the long-term case for digital assets once more. What does a world in which bitcoin succeeds look like?
Mar 09, 2024•1 hr•Ep. 12
The Conscious Parent
Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent"
Mar 01, 2024•47 min•Ep. 11
Future Nostalgia
Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.
Feb 23, 2024•15 min•Ep. 10
Ego is the enemy
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.
Feb 16, 2024•8 min•Ep. 9
Wisdom from Morgan Housel
Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.
Feb 09, 2024•56 min•Ep. 8
The Middle East Diaries: “Woe to the Arabs”
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.
Feb 02, 2024•20 min•Ep. 7
Once upon a time in America
Why bother investing anywhere other than the US stock market? The S&P 500 and Nasdaq have vastly outperformed global equities for more than a decade. It seems so obvious, doesn’t it? Remembering that this wasn’t always the case is crucial.
Jan 26, 2024•11 min•Ep. 6
Announcement: Stray Reflections Retreat
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.
Jan 20, 2024•9 min•Ep. 5
What if AI is underhyped?
Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.
Jan 19, 2024•56 min•Ep. 4
Clear Thinking with Shane Parrish
Shane Parrish, founder of Farnam Street and author of Clear Thinking , joins us to discuss practical strategies for navigating any situation with poise and intelligence.
Jan 12, 2024•51 min•Ep. 3
Inner Game with Steve Cohen
Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft.
Jan 10, 2024•44 min•Ep. 2
Annual Review: “Wonderment”
At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.
Jan 03, 2024•19 min•Ep. 1