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Jan 24, 2022

Q4 2021 Macro Presentation: The Year of the Water Tiger

Q4 2021 Macro Presentation: The Year of the Water Tiger

In the Q4 2021 macro presentation, the Narwhal investment team discusses the high points of the final quarter of 2021, and offers insight into the trends we could see in 2022. Inflation, Fed policy, and the state of the consumer are topics discussed throughout the presentation, and the potential effects of these themes on the economy and the market are discussed at length. If you have any questions about the content of this presentation, please feel free to reach out. See the link below to view the annotated presentation.

Presentation link: Q4 2021 Macro Presentation

Benjamin Nye, CFA, FRM

Chief Investment Officer, Portfolio Manager

Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington and a MBA from Emory University's Goizueta Business School. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.

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