Nick Van Rensburg is an independent macro strategist and trader based in Johannesburg. He consults to a number of hedge funds, family offices and high net worth individuals. In this interview, we take a high level look at the world from a macro perspective. Nick shares his views on the current starting position of the markets as we begin 2022, and unpacks what themes, risks and opportunities are likely to show up in the year ahead. It’s a fascinating discussion with a number of very useful insights to keep in mind for the year ahead.

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