At Sohn Conference Foundation, I sat down for a candid conversation with Greg Coffey (CIO, Kirkoswald).
 
Whether you’re an aspiring trader seeking guidance or a seasoned professional looking for fresh perspectives, I believe you’ll find this interview both enlightening and instructive. 🙏🏼

Tomorrow, 25 CIOs and founders will gather in Woodside, California, for the inaugural Stray Reflections retreat.

This is one of the most important gatherings we’ve ever arranged, and represents a natural next step in the journey we’re on with our community. ❤️

Enough of learning, my friend!
You read so many books to
become all knowledgeable,
But you never read your own self.
You rush to enter your
mosques and temples,
But you never entered your
own heart.
Every day you fight Satan,
But you never fight your own ego.
Bulleh Shah,

At Sohn Conference Foundation, I sat down for a candid conversation with Greg Coffey (CIO, Kirkoswald), one of the finest macro traders of our time. 

Greg graciously shared insights from his illustrious trading career, imparting invaluable lessons and tracing his personal growth. Central to our

The wealth that you have is not yours but it is rather a deposit that has been entrusted to you.

It is to be shared between yourselves and the poor.

Do not appropriate the deposit.

- Shaikh Abdul Qadir Jilani

Pride preceedeth the fall.

There are a few books I have read that changed me forever.

This book is an ode to all of them. 🙏🏼

strayreflectionsbook.com

“Come, come, whoever you are. Wanderer, worshiper, lover of leaving. It doesn’t matter. Ours is not a caravan of despair. Come, even if you have broken your vows a thousand times. Come, yet again, come, come.” (Rumi)

When we’re successful in investing, are we done? Well, no.

After all these years, our community is now primed to take on the big stuff together. Next Sunday (April 14), twenty-five CIOs and founders will gather in Woodside, California, for the inaugural Stray Reflections

When we’re successful in investing, are we done? Well, no.

After all these years, our community is now primed to take on the big stuff together.

Next week, 25 CIOs, founders, and creative artists will gather in Woodside, California, for the inaugural Stray Reflections

This was so much fun. A dream come true.

A few days had passed since the renowned Sufi master Shaykh Abdul Qadir Jilani’s son died unexpectedly. His wife voiced her concern, “Our little son has died, yet your eyes remain dry, and your face shows no trace of sorrow or empathy. Do you not feel any compassion? We are

As we gear up for our upcoming retreat in Woodside, California, I wanted to send you a quick reminder about the incredible experience awaiting us in two weeks time.

Our retreat isn’t your typical investment conference. Instead, it’s an intimate gathering of like-minded

The first time I heard of the Sohn Investment Conference was in 2008, the year that David Einhorn delivered his famous short-Lehman Brothers pitch. Those were the days when I harbored aspirations of running my own hedge fund. I envisioned myself commanding the stage one day,

My global macro view

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

This month, we discuss what happens when historical cause-effect relationships breakdown. The beauty of macro is to look for anomalies and

The first time I heard of the Sohn Investment Conference was in 2008, the year that David Einhorn delivered his famous short-Lehman Brothers pitch. Those were the days when I harbored aspirations of running my own hedge fund. I envisioned myself commanding the stage one day,