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.

Navigating China’s Bull Market

Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.

10-06
56:38

The Confidence Game: AI, Trump, and the S&P 500

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.

09-28
45:04

China decoded with Andrew Polk

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

09-13
51:43

Nonviolent communication with Danny Cohen

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

08-11
01:19:07

Love and repair with Terry Real

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

07-06
53:17

Raising ourselves, not just children

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

06-21
14:43

Build, baby, build

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.

06-07
01:06:25

Sitting with Steve Cohen: markets, mindset, meaning

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

05-24
18:19

The Industrialization of Intelligence

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.

04-27
37:42

The great monetary reset

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

04-12
02:08:53

The overbuilt AI dream

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

03-31
09:51

A post-bubble reality

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

03-13
33:58

Diary of a Trader

Paul Tudor Jones’ guidelines for trading success. 

02-26
20:19

American Exuberance

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

02-15
13:29

Between worlds: endgame or new beginning?

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

02-08
53:33

Magnificently Risky

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

01-31
13:54

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