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Commentary

Insights to help you invest smarter.

Browse our collection of articles, videos, and guides — created to help you make confident, informed decisions about your financial future.

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Commentary

Latest articles and commentary

Explore timely insights and thoughtful perspectives from James H. Lee and StratFI.

Each article is designed to help you cut through the noise, understand the bigger picture, and invest with confidence.

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The Disappearance of the Stock Market

Did you know that there are now more ETFs than tradeable stocks in the U.S.? Or that there are now more private equity funds than McDonald's restaurants? Is this overfinancialization, or does it say something about the state of our markets?

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Beyond Capitalism

Capitalism has long defined Western society, but what happens when its foundations begin to crack? Can we imagine a better system for managing the global economy—and what it might look like?

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According to AI, What Happens Next?

An overview of the key developments AI expects next, from breakthroughs in biotechnology to progress in digital security that could reshape the future.

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Being Rich vs. Being Wealthy

Not all rich people are wealthy and not all wealthy people are rich. So what's the difference?

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Decks

Presentations

PDF Slides for downloading

2025 in Review
A Manual For Navigating Market Volatility
Media Interviews

StratFI in the news

We’re proud to be featured in respected publications and conversations around the future of investing.

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NAAIM Confidential S1E10 Jim Lee + Ryan Redfern

In this engaging episode of the NAAIM Confidential Podcast, host Ryan Redfern sits down for an insightful conversation with Jim Lee from StratFI. Gain exclusive investment insights and learn valuable strategies to navigate today's ever-changing financial landscape.

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#60–Investing in AI and AI in Investing, with Jim Lee

Nowhere do we hear more about artificial intelligence than in the world of investing. Nvidia and other major AI-related stocks are in the news every day. Is AI over-bought and due for a correction?

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Podcast #12 with Jim Lee: Wealth Management Secrets of the Ultra-Rich

Expert Jim, a professional futurist with a robust resume including a Master’s in Foresight and designations such as CMT, CFA, and CFP®, joins us in a recent podcast episode to dissect the complexities of market timing and wealth management strategies used by the affluent.

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Advisors Ditch Mutual Funds for ETFs in Year-End Moves

Many advisors are switching funds to exchange-traded funds from mutual funds to help their clients avoid a big tax bill.

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Straightforward commentary, strategic perspectives, and no noise, just one email a month to help you think smarter about your financial future.

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