
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

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.

Feb 2, 2024 • 20min
The Middle East Diaries: “Woe to the Arabs”
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.

Jan 26, 2024 • 11min
Once upon a time in America
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.

Jan 20, 2024 • 9min
Announcement: 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.

20 snips
Jan 19, 2024 • 56min
What if AI is underhyped?
Glen Kacher, CIO, Light Street Capital, explores the progress of AI, the role of GPUs in AI development, competition in the AI chip industry, state of PC, phone, and auto markets, challenges for SaaS companies, excitement of future technological advancements, and gratitude towards investors.