Stray Reflections

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.

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. 

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.