HeyJaredTaylor Made Macro
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 20, 2026
Latest episodes
Oil is Back (opens the original)
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Catching you up on the war in Iran as it goes kinetic again and what that means for energy prices and macro. Pinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro framework. Find us here: www.pineconemacro.com Follow us and the show on Twitter: @PineconeMacro & @TaylorMadeMacro Subscribe on Substack: https://substack.com/@pineconemacroresearch -- Bulwark Capital Management : https://bulwarkcapitalmgmt.com/ Disclaimer: -- The information prov
Arsonist & Fireman (opens the original)
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A review of the week with a focus on the Fed and the Treasury as they row in different directions. Pinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro framework. Find us here: www.pineconemacro.com Follow us and the show on Twitter: @PineconeMacro & @TaylorMadeMacro Subscribe on Substack: https://substack.com/@pineconemacroresearch -- Bulwark Capital Management : https://bulwarkcapitalmgmt.com/ Disclaimer: -- The information provided is fo
Gonna Need a Bigger Boat (opens the original)
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Yesterday I said Treasury would need a bigger boat and compared buybacks to the Cheeto as a door lock - today (faster than expected!) that became clear. So I cover the buyback fail and the need for QE, the economic war against Iran, the China/Switzerland trade deal, Walmart earnings, and more supply coming thanks to the giant Anthropic IPO. Pinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro framework. Find us here: www.pineconemacro.com F
1. Score One For the Referee (opens the original)
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First Daily Discernment discussing the Treasury's intervention today and everything it may mean moving forward. Pinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro framework. Find us here: www.pineconemacro.com Follow us and the show on Twitter: @PineconeMacro & @TaylorMadeMacro Subscribe on Substack: https://substack.com/@pineconemacroresearch -- Bulwark Capital Management : https://bulwarkcapitalmgmt.com/ Disclaimer: -- The information p
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