Stray Reflections

The Confidence Game: AI, Trump, and the S&P 500 28.09.2025 45:04 ↓

A conversation with Peter Atwater on how shifts in confidence explain today’s AI boom, tariff talk, Trump’s influence, and the S&P 500’s path.

China decoded with Andrew Polk 13.09.2025 51:43 ↓

From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.

Nonviolent communication with Danny Cohen 11.08.2025 1:19:07 ↓

How to speak in a way that heals—ourselves, our relationships, and the world.

Love and repair with Terry Real 06.07.2025 53:17 ↓

What most of us were never taught about love, marriage, and emotional growth.

Raising ourselves, not just children 21.06.2025 14:43 ↓

Insights from Philippa Perry’s book, The Book You Wish Your Parents Had Read . 

Build, baby, build 07.06.2025 1:06:25 ↓

A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where investors should be paying attention.

Sitting with Steve Cohen: markets, mindset, meaning 24.05.2025 18:19 ↓

A rare conversation with Steve Cohen (Point 72) that moved beyond markets. 

The Industrialization of Intelligence 27.04.2025 37:42 ↓

A conversation with Sean Maher, founder of Entext, to make sense of macro and technology trends. This exchange will challenge your assumptions, broaden your thinking, and offer a fresh lens on how the future might unfold.

The great monetary reset 12.04.2025 2:08:53 ↓

A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.

The overbuilt AI dream 31.03.2025 9:51 ↓

What if the AI boom is closer to a turning point than most realize?

A post-bubble reality 13.03.2025 33:58 ↓

This isn’t 1995; we’re now in a post-bubble world.

Diary of a Trader 26.02.2025 20:19 ↓

Paul Tudor Jones’ guidelines for trading success. 

American Exuberance 15.02.2025 13:29 ↓

History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.

Between worlds: endgame or new beginning? 08.02.2025 53:33 ↓

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

Magnificently Risky 31.01.2025 13:54 ↓

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 18.01.2025 9:30 ↓

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 07.01.2025 14:20 ↓

“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 01.01.2025 3:45 ↓

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.

Fatherhood with Louis-Vincent Gave 23.12.2024 21:08 ↓

This conversation on parenting and fatherhood speaks to something universal: how we navigate relationships, cultivate presence, and embrace the journey of becoming better human beings. 

Striking Thoughts 15.12.2024 6:39 ↓

“To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”

Replay: The Middle East Diaries 08.12.2024 19:39 ↓

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.