Stray Reflections

Apr 12 2025 47 ep. 28 mins 21
Stray Reflections Podcast artwork

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.

  Business  Education
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The great monetary reset

Apr 12 2025 128 mins  
A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.

The overbuilt AI dream

Mar 31 2025 9 mins  
What if the AI boom is closer to a turning point than most realize?

A post-bubble reality

Mar 13 2025 33 mins  
This isn’t 1995; we’re now in a post-bubble world.

Diary of a Trader

Feb 26 2025 20 mins  
Paul Tudor Jones’ guidelines for trading success.

American Exuberance

Feb 15 2025 13 mins  
History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.

Between worlds: endgame or new beginning?

Feb 08 2025 53 mins  
Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.

Magnificently Risky

Jan 30 2025 13 mins  
What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?

The Inner Game of Trading

Jan 18 2025 9 mins  
Trading is as much a mental and emotional challenge as it is about strategy and skill. The inner game defines how far you’ll go.

A year in reflection

Jan 07 2025 14 mins  
“Self-reflection is the school of wisdom,” wrote Baltasar Gracian. As we close the chapter on 2024, his words remind us of the value of looking back to truly understand the path ahead. In this annual review, we revisit what we shared, examine where we were right, acknowledge where we fell short, and consider what these lessons mean for the year ahead.

A transformational journey awaits

Jan 01 2025 3 mins  
We’re hosting the next Stray Reflections Retreat in Woodside, California, from May 5–8. Over four days, we’ll gather among the majestic redwoods to help you channel the success you’ve achieved in markets into other areas of life that need your care and attention.