Taylor Made Macro

Jul 01 2024 6 ep. 52 mins 46

Taylor Made Macro Podcast artwork

Do you lie awake at night wondering how traders and investors do what they do? On Taylor Made Macro, we uncover how our guests navigate the complex contours of the markets and dig deep into their inspiration, processes, tools, and failures. If you are a curious, truth-seeking person, join us for the investing discussion, and stay for the humor and humility we approach these topics with. We’ll let others “stay on top of markets” while we “get to the bottom of markets”. Together we’ll learn how great investors have developed their investing style and what they’ve learned about themselves on their journey.

Business News Government

Copy RSS

Subscribe on Podcast Addict

#6 - Practice 5: Use Scenario Analysis like Jacob Shapiro

Jul 01 2024 71 mins

“So, geopolitics really is more about defining possibilities and getting ready for any possibility so that if the crazy thing happens, ah, I've thought about it before. And I know what I'm going to do when that happens, rather than I'm going to perfectly be able to identify the scenario.” - Jacob Shapiro, Cognitive Investments--This week’s episode features a future regular gu

#5 - Practice 4: Research as if You’ll Argue Both Sides Like Warren Pies

Jun 14 2024 62 mins

“I can generally, take an issue and argue both sides...ultimately you've got to weigh all the evidence and be honest with yourself and come up with the right answer… the ability to take an issue, see both sides, argue both sides, build a case for both sides…and that causes you to just dig and read and turn over stones and understand underlying processes and things like that.�

#4 - Practice 3: Find Inflections in Cyclical Businesses Undergoing Secular Change Like Kuppy

May 03 2024 53 mins

“But I'm buying stuff where, revenue’s growing rapidly. I'm buying stuff where value creation is happening rapidly. I'm buying, you know, growth momentum names. I’m buying them before anyone else realizes that they’re growth momentum names...they're still valued like uh, value stocks. If you look at this sort of stuff we're doing, we call it--, I call it inflection investin

#3 - Practice 2: Sideline Your Ego Like Kevin Muir

Apr 05 2024 69 mins

"When trading, are you more interested in being right, or are you more interested in making money? And I ultimately just look at it like ‘I just want to make money, and…make the best returns I can’, and so therefore I need to stay open to different ideas.” - Kevin Muir--This week’s episode features another one of Chase’s greatest mentors, Kevin Muir. Kevin is a prototyp

#2 - Practice 1: Use Systems Thinking Like Brent Johnson

Mar 22 2024 53 mins

"I have forced myself to be a rationalist...I force myself to understand that what I think is right or wrong has absolutely zero bearing on what the market is going to do." - Brent Johnson --Our inaugural episode highlights Chase's long-time mentor and friend, Brent Johnson. Brent Johnson is the founder of Santiago Capital and has more than 20 years of experience in finance. Chase

#1 - What is Taylor Made Macro?

Feb 21 2024 6 mins

Welcome to Taylor Made Macro! This episode is a quick primer to let y'all know who I am, what I do and what this podcast is going to be all about. --Pinecone Macro: https://www.pineconemacro.com/X: https://twitter.com/pineconemacroSubstack: https://substack.com/@pineconemacroresearch--Pinecone Macro Research aims to provide unique, well researched analysis of the global markets usi