
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

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.

7 snips
Jan 12, 2024 • 51min
Clear Thinking with Shane Parrish
Explore critical thinking skills and decision making in various aspects of life. Discuss the power of intuition and music in scientific breakthroughs. Understand the role of the heart in decision making and spiritual intelligence. Align thoughts, words, and actions for clarity. Emphasize pursuing individual happiness and meaning over societal expectations.

9 snips
Jan 10, 2024 • 44min
Inner Game with Steve Cohen
Steve Cohen, CEO of Point 72 Asset Management, shares insights on trading evolution, balancing work & life, adapting in hedge fund industry, work flexibility during pandemic, self-improvement journey, reimagining success through generosity & impact.

Jan 3, 2024 • 19min
Annual Review: “Wonderment”
At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.
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