Taylor Made Macro

No one enjoys being wrong. But I do enjoy having been wrong. This means I am now less wrong, now than I was before. This means I have learned something. -- Chase sits down with book in hand to discuss some of the great insights in Soul in the Game: The Art of a Meaningful Life by Vitaliy Katsenelson. Consider this your audio CliffsNotes with anecdotes from the author and from Chase’s experiences w...

"You have to, create your own library of Alexandria. And the great thing is you can do it topic by topic. Someone sends you a book recommendation? Great. Buy it on Kindle, stick it in the Notebook [LM], right? You'll get there eventually, but it's part of your searchable database from today because, I've taken it on recommendation from someone I trust." -Rupert Mitchell, Blind Squirrel Macro -- Th...

“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 guest of Taylor Made M...

“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.” - Warren Pies, 3Fourt...

“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 investing for lack of a better w...

"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 prototype of the kind of investor...

"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 and Brent discu...

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/pineconemacro Substack: https://substack.com/@pineconemacroresearch -- Pinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro...