S04E15: Nick Van Rensburg: Updating the Macro view with a focus on geopolitical tensions

The prior podcast with Nick Van Rensburg in early January was very popular. His macro views are incredibly insightful. A number of risks that he identified in early January have begun to come to fruition. In this podcast I catch up with Nick again and discuss the current war in Ukraine, what it means for markets and a whole lot more.

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