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.
Striking Thoughts
Replay: The Middle East Diaries
Invest like it’s 1968
Reflecting on Ten Transformative Years
The Pursuit of Profit
Bull trap
The American Myth
The Corporation
Après pandemic, le déluge?
The Graduate
Old School Macro
Gotta have faith
Recovering from a Drawdown
Diary of a Trader
Build Yourself with Tony Fadell
China’s legacy and destiny: Confucius, Marx, and Xi Jinping
Successful Fathers
Masterclass with Greg Coffey (CIO, Kirkoswald)
Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater)
Lessons of History
Requiem for a dream
The Confidence Game: Swiftmania, MAG7, and the US election
Reminder: Stray Reflections Retreat
Short Gremlins
Replay: Bitcoin’s Next Act
The Conscious Parent
Future Nostalgia
Ego is the enemy
Wisdom from Morgan Housel
The Middle East Diaries: “Woe to the Arabs”
Once upon a time in America
Announcement: Stray Reflections Retreat
What if AI is underhyped?
Clear Thinking with Shane Parrish
Inner Game with Steve Cohen
