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.

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

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.

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

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

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

Paul Tudor Jones’ guidelines for trading success. 

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

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

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

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.

“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.

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.

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. 

“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.”

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.

On a long enough timeline history repeats. But this isn’t 1995; we’re back in 1968.

Reflecting on the past decade of my personal and professional journey.

Will 2020s be the decade when workers reclaim the reins of power?