Podcast Episodes
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The great monetary reset
Episode 47
A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.
Published on 4 months, 3 weeks ago
The overbuilt AI dream
Episode 46
What if the AI boom is closer to a turning point than most realize?
Published on 5 months ago
A post-bubble reality
Episode 45
This isn’t 1995; we’re now in a post-bubble world.
Published on 5 months, 3 weeks ago
Diary of a Trader
Episode 44
Paul Tudor Jones’ guidelines for trading success.
Published on 6 months, 1 week ago
American Exuberance
Episode 43
History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.
Published on 6 months, 2 weeks ago
Between worlds: endgame or new beginning?
Episode 42
Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.
Published on 6 months, 3 weeks ago
Magnificently Risky
Episode 41
What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?
Published on 7 months ago
The Inner Game of Trading
Episode 40
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.
Published on 7 months, 2 weeks ago
A year in reflection
Episode 39
“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…
Published on 7 months, 3 weeks ago
A transformational journey awaits
Episode 38
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 mar…
Published on 8 months ago