Assessing the Opportunity Set with Paulo Macro and Chase Taylor

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Paid episode

The full episode is only available to paid subscribers of Trader Ferg

Assessing the Opportunity Set with Paulo Macro and Chase Taylor

Discussing their market outlooks, emerging markets, commodities, favourite hedges, and some parenting advice.

Ferg

Jun 06, 2025

∙ Paid

If you aren’t already, I highly recommend giving them both a follow/subscribing to their work.

Paulo on Substack at
PauloMacro
or Twitter at @PauloMacro
Chase at www.pineconemacro.com, Substack at
Chase Taylor
or Twitter at

This post is for paid subscribers

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