Challenge your beliefs.
Expand your knowledge.
Invest wisely.


Stray Reflections is a community for curious, thoughtful investors seeking truth in markets and in life. Successful investing is only possible with knowledge of oneself.

Trusted by the world’s top investors.

10

of the top 50 hedge funds globally (by AUM)

318

members worldwide

21

community events
(dinners and salons per year)

Unique Insights.
Exclusive Events.
Global Community.

Here’s what you can expect as a member:

PURE AWARENESS


Access unique insights you won’t find anywhere else


Our job is not to predict the future; it’s to see the present clearly. Gain unbiased insight into the macro forces shaping the investment landscape. Discover investing ideas and advance your thinking in truly novel ways.

SPECIAL ACCESS


Attend year-round events with exclusive guests


Our in-person gatherings are intimate and rich. Our online events have their own magic. We uncover the best ideas from our community of hedge fund CIOs and portfolio managers across the globe.

COMMUNITY-POWERED


Mix with our tight-knit community in our Slack group


Surround yourself with peers from around the world you can count on. We talk, exchange, learn, and lean on each other in our members-only Slack group. Test your opinion, take some advice, or just lurk. No trolls; we promise.

CLARITY & WISDOM


Reflect on markets with Jawad one-on-one


Two heads are better than one. Let Jawad be your thinking partner. Air your ideas, play out scenarios, and throw some refreshing water on those burning questions. You set the agenda. Each call is a chance to reset and rebalance.

Your clever new community awaits.


Access unique insights, build valuable connections, and invest wisely.

Access unique insights, build valuable connections, and invest wisely.

Recent Articles

TECH

Where are we in the AI hype cycle?

AI is shifting from productivity sapping distraction to a secular productivity tailwind. What are the macro and investment implications?

PODCAST

Reflections: June 2023

Each month I tie together the various threads of our work and connect the dots between what I observe in my travels and conversations.


ECONOMY

Labor’s new flavor

We’re witnessing a secular tightness in the labor market. What if the future is not one of stagflation, but rather a new era of productivity-led growth?


EVENT

Notes from New York

I didn’t think it was possible, but I returned from my New York trip even more bullish.

MACRO

Debunking deglobalization

What’s the fate of globalization?