Stray Reflections
Episodes
Before the unthinkable
04 Apr 2026
Contributed by Lukas
Revisiting the 1973-74 Bear Market
31 Mar 2026
Contributed by Lukas
Replay: The Middle East Diaries
28 Feb 2026
Contributed by Lukas
What the skyline says
21 Feb 2026
Contributed by Lukas
Good bubble, bad bubble
13 Feb 2026
Contributed by Lukas
The great humbling
07 Feb 2026
Contributed by Lukas
An American self-portrait
24 Jan 2026
Contributed by Lukas
1999: A Feeling
23 Jan 2026
Contributed by Lukas
American vice
18 Jan 2026
Contributed by Lukas
Not an AI bubble
16 Jan 2026
Contributed by Lukas
The promise that changes you
10 Jan 2026
Contributed by Lukas
The greatest game
09 Jan 2026
Contributed by Lukas
America’s Great Leap
05 Jan 2026
Contributed by Lukas
When America broke the system
03 Jan 2026
Contributed by Lukas
Navigating China’s Bull Market
06 Oct 2025
Contributed by Lukas
Kaiwen Wang from Clocktower Group provides a clear framework for reading China’s tape—policy signals, investor flows, and what comes next.
The Confidence Game: AI, Trump, and the S&P 500
28 Sep 2025
Contributed by Lukas
A conversation with Peter Atwater on how shifts in confidence explain today’s AI boom, tariff talk, Trump’s influence, and the S&P 500’s pat...
China decoded with Andrew Polk
13 Sep 2025
Contributed by Lukas
From property slumps to AI ambitions, a clear-eyed look at China’s next chapter with Trivium China’s Andrew Polk.
Wisdom from Morgan Housel
31 Aug 2025
Contributed by Lukas
Nonviolent communication with Danny Cohen
11 Aug 2025
Contributed by Lukas
How to speak in a way that heals—ourselves, our relationships, and the world.
Clear Thinking with Shane Parrish
08 Aug 2025
Contributed by Lukas
The price of acceptance
27 Jul 2025
Contributed by Lukas
Love and repair with Terry Real
06 Jul 2025
Contributed by Lukas
What most of us were never taught about love, marriage, and emotional growth.
Raising ourselves, not just children
21 Jun 2025
Contributed by Lukas
Insights from Philippa Perry’s book, The Book You Wish Your Parents Had Read.
Conscious Living with Diana Chapman
14 Jun 2025
Contributed by Lukas
Build, baby, build
07 Jun 2025
Contributed by Lukas
A conversation with Daniel Dreyfus (CIO, Bornite Capital) on the buildout of American power—what’s driving it, what could derail it, and where inv...
Sitting with Steve Cohen: markets, mindset, meaning
24 May 2025
Contributed by Lukas
A rare conversation with Steve Cohen (Point 72) that moved beyond markets.
The Industrialization of Intelligence
27 Apr 2025
Contributed by Lukas
A conversation with Sean Maher, founder of Entext, to make sense of macro and technology trends. This exchange will challenge your assumptions, broade...
The great monetary reset
12 Apr 2025
Contributed by Lukas
A conversation with Marcel Kasumovich (CIO, Coinbase Asset Management) on all things macro and crypto.
The overbuilt AI dream
31 Mar 2025
Contributed by Lukas
What if the AI boom is closer to a turning point than most realize?
A post-bubble reality
13 Mar 2025
Contributed by Lukas
This isn’t 1995; we’re now in a post-bubble world.
Diary of a Trader
26 Feb 2025
Contributed by Lukas
Paul Tudor Jones’ guidelines for trading success.
American Exuberance
15 Feb 2025
Contributed by Lukas
History and anecdotal evidence suggest that American exceptionalism is evolving into exuberance as we race toward the peak.
Between worlds: endgame or new beginning?
08 Feb 2025
Contributed by Lukas
Exploring the polarized possibilities of Trump’s presidency: a world teetering between unprecedented prosperity and catastrophic collapse.
Magnificently Risky
31 Jan 2025
Contributed by Lukas
What if the S&P 500 is reaching heights that won’t be surpassed for the rest of the decade? Have you considered that?
The Inner Game of Trading
18 Jan 2025
Contributed by Lukas
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.
A year in reflection
07 Jan 2025
Contributed by Lukas
“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 ba...
A transformational journey awaits
01 Jan 2025
Contributed by Lukas
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...
Fatherhood with Louis-Vincent Gave
23 Dec 2024
Contributed by Lukas
This conversation on parenting and fatherhood speaks to something universal: how we navigate relationships, cultivate presence, and embrace the journe...
Striking Thoughts
15 Dec 2024
Contributed by Lukas
“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 compl...
Replay: The Middle East Diaries
08 Dec 2024
Contributed by Lukas
The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions displ...
Invest like it’s 1968
29 Nov 2024
Contributed by Lukas
On a long enough timeline history repeats. But this isn’t 1995; we’re back in 1968.
Reflecting on Ten Transformative Years
22 Nov 2024
Contributed by Lukas
Reflecting on the past decade of my personal and professional journey.
The Pursuit of Profit
15 Nov 2024
Contributed by Lukas
Will 2020s be the decade when workers reclaim the reins of power?
Bull trap
08 Nov 2024
Contributed by Lukas
The main purpose of the stock market is to make fools of as many men as possible.
The American Myth
01 Nov 2024
Contributed by Lukas
Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?
The Corporation
25 Oct 2024
Contributed by Lukas
One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.
Après pandemic, le déluge?
28 Jun 2024
Contributed by Lukas
I want to draw your attention to the mother of all worst-case scenarios—a climate risk that nobody is discussing. The global hydrological cycle is s...
The Graduate
21 Jun 2024
Contributed by Lukas
The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.
Old School Macro
16 Jun 2024
Contributed by Lukas
This is my father's story.
Gotta have faith
31 May 2024
Contributed by Lukas
In this magical conversation with Brie Stoner, I explore the importance of having faith, the role of devotion, and the desire for integrity in our que...
Recovering from a Drawdown
24 May 2024
Contributed by Lukas
How do you recover from a drawdown? What’s the trick to remember the mistakes you are most prone to repeating? Why is it so important to forgive you...
Diary of a Trader
17 May 2024
Contributed by Lukas
Paul Tudor Jones’ guidelines for trading success.
Build Yourself with Tony Fadell
10 May 2024
Contributed by Lukas
Tony Fadell led the teams that created the iPod, iPhone, and Nest Learning Thermostat. His new product is a book called Build, and it instructs reader...
China’s legacy and destiny: Confucius, Marx, and Xi Jinping
03 May 2024
Contributed by Lukas
If you believe you have a good understanding of China, think again. Alice Wang joins me for the most insightful, thought-provoking, and heartfelt disc...
Successful Fathers
26 Apr 2024
Contributed by Lukas
Practical wisdom on parenting from the book "Successful Fathers" by James Stenson
Masterclass with Greg Coffey (CIO, Kirkoswald)
19 Apr 2024
Contributed by Lukas
Greg Coffey (CIO, Kirkoswald) delves into his distinguished trading career, sharing invaluable lessons and tracing his personal growth. He ela...
Anomalies with Karen Karniol-Tambour (Co-CIO, Bridgewater)
12 Apr 2024
Contributed by Lukas
The beauty of macro is to look for anomalies and exploit them. Why is something happening that shouldn’t, or why isn’t something happening that sh...
Lessons of History
05 Apr 2024
Contributed by Lukas
Nothing surprises the student of history. On a long enough timeline, history repeats. We therefore mustn’t think that ours is a unique experience; t...
Requiem for a dream
29 Mar 2024
Contributed by Lukas
Every year make it a point to reflect on the events of March 2020, serving as a reminder of the sudden shifts that can occur in the world and their re...
The Confidence Game: Swiftmania, MAG7, and the US election
22 Mar 2024
Contributed by Lukas
Peter Atwater joins us to explore the hidden role of confidence in the choices we make, and why events described as being unprecedented are often enti...
Reminder: Stray Reflections Retreat
16 Mar 2024
Contributed by Lukas
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing too...
Short Gremlins
15 Mar 2024
Contributed by Lukas
When did you start believing in yourself?
Replay: Bitcoin’s Next Act
09 Mar 2024
Contributed by Lukas
With bitcoin’s price returning to its 2021 highs, it’s critical to consider the long-term case for digital assets once more. What does a world in ...
The Conscious Parent
01 Mar 2024
Contributed by Lukas
Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent"
Future Nostalgia
23 Feb 2024
Contributed by Lukas
Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.
Ego is the enemy
16 Feb 2024
Contributed by Lukas
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.
Wisdom from Morgan Housel
09 Feb 2024
Contributed by Lukas
Morgan Housel, author of The Psychology of Money and Same as Ever, joins us to discuss timeless lessons from human behaviors that never change.
The Middle East Diaries: “Woe to the Arabs”
02 Feb 2024
Contributed by Lukas
The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions displ...
Once upon a time in America
26 Jan 2024
Contributed by Lukas
Why bother investing anywhere other than the US stock market? The S&P 500 and Nasdaq have vastly outperformed global equities for more than a deca...
Announcement: Stray Reflections Retreat
20 Jan 2024
Contributed by Lukas
I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing too...
What if AI is underhyped?
19 Jan 2024
Contributed by Lukas
Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.
Clear Thinking with Shane Parrish
12 Jan 2024
Contributed by Lukas
Shane Parrish, founder of Farnam Street and author of Clear Thinking, joins us to discuss practical strategies for navigating any situation with poise...
Inner Game with Steve Cohen
10 Jan 2024
Contributed by Lukas
Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft.
Annual Review: “Wonderment”
03 Jan 2024
Contributed by Lukas
At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.