{"podcast":{"title":"Stray Reflections","slug":"stray-reflections-6740632","podcast_index_feed_id":6740632,"rss_url":"https://feeds.transistor.fm/stray-reflections-e2c25afa-a5a7-497c-bd14-cb76e0bbc9dd","website_url":"http://www.stray-reflections.com","image_url":"https://img.transistorcdn.com/__F8DlDV1j7Rw0od70zplbfvtu4IoX0pvb81be7BlUk/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ4MzAwLzE3MDQy/NTQzOTMtYXJ0d29y/ay5qcGc.jpg","author":"Jawad Mian","episode_count":81,"summary":"Stray Reflections is a macro advisory and community for top CIOs and PMs across the globe. Our job is not to predict the future; it’s to see the present clearly. Discover investing ideas and advance your thinking in truly novel ways.","last_synced_at":"2026-06-14T20:20:26.917840+00:00","page_url":"https://stenobird.com/podcast/stray-reflections-6740632"},"episode":{"title":"The Confidence Game: AI, Trump, and the S&P 500","slug":"the-confidence-game-ai-trump-and-the-s-p-500","published_at":"2025-09-28T17:55:36+00:00","page_url":"https://stenobird.com/podcast/stray-reflections-6740632/the-confidence-game-ai-trump-and-the-s-p-500","show_page_url":"https://stenobird.com/podcast/stray-reflections-6740632","url":"https://share.transistor.fm/s/e5775de3","audio_url":"https://media.transistor.fm/e5775de3/8a9024a2.mp3","summary":"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 path.","meta_description":"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 path.","key_points":[],"chapters":[],"topics":[],"duration_seconds":2704,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stray-reflections-6740632/episodes/the-confidence-game-ai-trump-and-the-s-p-500/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/stray-reflections-6740632/the-confidence-game-ai-trump-and-the-s-p-500.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}