In this episode, Ian Barnard and Robert Sears discuss:

• Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now?
• Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?
• Investment opportunities: what opportunities are you actively monitoring at the moment and why?