
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

Apr 5, 2024 • 11min
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.

Mar 29, 2024 • 16min
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 22, 2024 • 44min
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 16, 2024 • 9min
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 15, 2024 • 5min
Short Gremlins
From overcoming self-doubt to tales of resilience in finance careers, guests highlight the power of embracing uniqueness, teamwork, self-discovery, perseverance, and supportive relationships.

Mar 9, 2024 • 1h
Replay: Bitcoin’s Next Act
Exploring the future of Bitcoin, comparing its functionality to Ethereum, discussing crypto art and NFTs, and reflecting on personal growth and gratitude.

Mar 1, 2024 • 47min
The Conscious Parent
Exploring conscious parenting through shedding ego for genuine connection, fostering trust and empowerment, navigating guilt and parenting expectations, supporting children's authenticity and emotional connection, promoting empathy and acceptance, and handling children's mistakes with understanding and emotional connection.

Feb 23, 2024 • 15min
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 16, 2024 • 8min
Ego is the enemy
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.

Feb 9, 2024 • 56min
Wisdom from Morgan Housel
Morgan Housel, author of The Psychology of Money and Same as Ever, discusses timeless lessons from human behaviors that never change. Topics include guilt associated with wealth, responsibility of wealth towards the community, maximizing endurance in investing, the inevitability and uncertainty of major events, the power of storytelling in evaluating companies, the impact of major events and social media on different generations, and the fear of death and the desire for financial security.
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