Stray Reflections

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.

I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

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.

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.

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.

At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.