About this podcast
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.
Episodes
The newest 20 of 84 episodes
- The big max · 5 min · Episode 84
- Why children fall apart · 6 min · Episode 83
- Taiwan’s forgotten bubble · 18 min · Episode 82
- Conversation with Ilana Weinstein · 16 min · Episode 81
- The backwards will be beaten · 17 min · Episode 80
- A conversation with Grant Williams · 1 h 8 min · Episode 79
- AI trade: underestimated and underexposed · 11 min · Episode 78
- How wars actually end · 9 min · Episode 77
- A familiar stretch · 4 min · Episode 76
- The gamble of brinkmanship · 5 min · Episode 75
- Before the unthinkable · 7 min · Episode 74
- Revisiting the 1973-74 Bear Market · 6 min · Episode 73
- Replay: The Middle East Diaries · 20 min · Episode 72
- What the skyline says · 5 min · Episode 71
- Good bubble, bad bubble · 11 min · Episode 70
- The great humbling · 5 min · Episode 69
- An American self-portrait · 5 min · Episode 68
- 1999: A Feeling · 4 min · Episode 67
- American vice · 4 min · Episode 66
- Not an AI bubble · 5 min · Episode 65
