Stray Reflections

One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

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 speeding up, and precipitation is becoming extreme. China is the country most vulnerable to flooding as global temperatures rise. Can aging dams maintain historical levels of flood protection in the face of extreme weather changes?

The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

This is my father's story. 

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 quest of being the best version of ourselves.

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 yourself? Todd Edgar joins us to discuss the emotional journey and ways to get back in the black.

Paul Tudor Jones' guidelines for trading success. 

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 readers on building careers, products, companies—and even oneself. He joins us to share his practical wisdom.

If you believe you have a good understanding of China, think again. Alice Wang joins me for the most insightful, thought-provoking, and heartfelt discussion on China you'll ever come across. 

Practical wisdom on parenting from the book "Successful Fathers" by James Stenson

     Greg Coffey (CIO, Kirkoswald) delves into his distinguished trading career, sharing invaluable lessons and tracing his personal growth. He elaborates on his approach to risk management, offering practical advice to build portfolios that are “sensible and bulletproof.”  

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 should? Karen Karniol-Tambour (co-CIO, Bridgewater) shares her perspective on a few key anomalies.

Nothing surprises the student of history. On a long enough timeline, history repeats. We therefore mustn't think that ours is a unique experience; that the laws of history don't apply to us.

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 repercussions on financial markets. 

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 entirely predictable—if we know what to look for. You'll learn how to spot opportunities, avoid psychological traps, and navigate the road ahead with clarity and confidence.

I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

When did you start believing in yourself? 

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 which bitcoin succeeds look like? 

Practical wisdom on parenting from Shefali Tsabary's book "The Conscious Parent" 

Rather than a dystopian, divisive future, what if are we on the cusp of a new golden age? This is technologically possible.

Bringing together the most interesting people in the most interesting locations for the most interesting ideas. 

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 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.

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 decade. It seems so obvious, doesn't it? Remembering that this wasn't always the case is crucial.

I look forward to welcoming you to Woodside, California, in April for a week filled with practical wisdom, powerful connections, and life-changing tools. 

Glen Kacher (CIO, Light Street Capital) joins us to explore the AI theme one year on. Originally published for members-only in November 2023.

Shane Parrish, founder of Farnam Street and author of Clear Thinking, joins us to discuss practical strategies for navigating any situation with poise and intelligence.

Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches his craft. 

At the beginning of each year, we find ourselves reflecting in the mirror of our work. Every journey requires self-encounter along the way.