
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.
Latest episodes

Nov 15, 2024 • 9min
The Pursuit of Profit
Will 2020s be the decade when workers reclaim the reins of power?

Nov 8, 2024 • 8min
Bull trap
The main purpose of the stock market is to make fools of as many men as possible.

Nov 1, 2024 • 12min
The American Myth
Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

Oct 25, 2024 • 9min
The Corporation
One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

Jun 28, 2024 • 11min
Après pandemic, le déluge?
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 21, 2024 • 3min
The Graduate
The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

Jun 16, 2024 • 9min
Old School Macro
This is my father's story.

May 31, 2024 • 1h 4min
Gotta have faith
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 24, 2024 • 53min
Recovering from a Drawdown
Financial expert Todd Edgar discusses emotional resilience in recovering from drawdowns. Topics include learning from mistakes, building resilience in trading, maintaining peak performance, protecting profits, decision-making in investments, and personal desires in life.

May 17, 2024 • 20min
Diary of a Trader
Paul Tudor Jones’ guidelines for trading success.