All Episodes
Stray Reflections — 81 episodes
Conversation with Ilana Weinstein
The backwards will be beaten
A conversation with Grant Williams
AI trade: underestimated and underexposed
How wars actually end
A familiar stretch
The gamble of brinkmanship
Before the unthinkable
Revisiting the 1973-74 Bear Market
Replay: The Middle East Diaries
What the skyline says
Good bubble, bad bubble
The great humbling
An American self-portrait
1999: A Feeling
American vice
Not an AI bubble
The promise that changes you
The greatest game
America’s Great Leap
When America broke the system
Navigating China’s Bull Market
The Confidence Game: AI, Trump, and the S&P 500
China decoded with Andrew Polk
Wisdom from Morgan Housel
Nonviolent communication with Danny Cohen
Clear Thinking with Shane Parrish
The price of acceptance
Love and repair with Terry Real
Raising ourselves, not just children
Conscious Living with Diana Chapman
Build, baby, build
Sitting with Steve Cohen: markets, mindset, meaning
The Industrialization of Intelligence
The great monetary reset
The overbuilt AI dream
A post-bubble reality
Diary of a Trader
American Exuberance
Between worlds: endgame or new beginning?
Magnificently Risky
The Inner Game of Trading
A year in reflection
A transformational journey awaits
Fatherhood with Louis-Vincent Gave
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
Annual Review: “Wonderment”