This week, Chase interviews his brain doppelgänger and good friend, Rupert Mitchell, of Blind Squirrel Macro. Rupert began his finance career on the sell side of Investment Banking (pick one, he worked there) and also ran the equity syndicate desk in Hong Kong. Rupert began Blind Squirrel Macro as a way to connect with people about investing. His apt tag line is “Macro for Civilians” and this conversation stays on brand. Enjoy all of Rupert’s thoughts on space, his thankfulness for the power of a targeted ETF, and most importantly, how to approach A.I. agnostically. We must have Rupert back, because we barely scratched the surface in this episode!

This week’s episode features a future regular guest of Taylor Made Macro, Jacob Shapiro, from Cognitive Investments. Jacob is a true neutral geopolitical analyst that approaches the world and the markets with humility and back-breaking labor to arrive at his conclusions. Chase and Jacob discuss current events in global elections, the importance of finding original news sources, paying attention to news that seems strange, and implementing a ranking system for the avalanche of information one needs to get through to do this work each day. This helps you with the most important takeaway of the episode: scenario planning. Thinking about what could happen helps you prepare if it does happen.

This episode features Warren Pies of 3Fourteen Research. Chase and Warren dig deep into construction data, Warren’s process, models, and why he finds construction so important for macro. Warren teaches us how to research trades like a lawyer, but also how important saying, “I don’t know” is for your credibility…unless you’re at a cocktail party. Ultimately, he argues that sticking to what you know and picking high quality businesses will both keep you alive in the markets. We also learned that Gothic Western Fiction is an actual genre (!?). Enjoy this meeting of the minds and learn how to balance granularity with accuracy.

Kuppy has been a great friend to Chase since he started PMR. This week they discuss position sizing, what inflection investing really means, how to spot the convergence of cyclical and secular tailwinds, and most importantly, how getting away from the markets allows you to express your trades more effectively. Kuppy's approach to investing is bold, well researched, and decisive. We also discussed how he decided to stop missing stuff with the inception of Kuppy’s Event Driven Monitor (KEDM).

This week’s episode features another one of Chase’s greatest mentors, Kevin Muir. Kevin is a prototype of the kind of investor we’re trying to highlight on this podcast. He’s a markets scientist who isn’t afraid to explore new ideas and find himself wrong after that process. His open-mindedness has led him to some great theories that we explore in more detail in this episode.

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 discuss systems thinking, how they draw inspiration from people smarter than themselves, and how removing your own biases is a learned skill required to operate in the markets.

Welcome to our new podcast!