The beauty of macro is to look for anomalies and exploit them. Why is something happening that shouldn’t, or why isn’t something happening that should? Karen Karniol-Tambour (co-CIO, Bridgewater) shares her perspective on a few key anomalies.
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.
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.
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.
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.
When did you start believing in yourself?
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?
Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent"
Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.
Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.
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.
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.
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools.
Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.
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.
Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft.
At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.
