Stray Reflections

The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

This is my father's story. 

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.

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.

Paul Tudor Jones’ guidelines for trading success. 

Tony Fadell, creator of iPod, iPhone, and Nest, shares wisdom on building careers and products, emphasizing defining success, giving back, embracing change, and sustainable practices. Discusses life cycles, beginner's mindset, personal growth, impact of carbon border tax, and importance of dreams and collaborations.

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. 

Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

     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.”  

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.