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EP117 Italy Update, Macro Concerns & Positive Themes With Lenore Hawkins

Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macro economy. We also discuss some of the potentially positive things she sees coming out of this crisis.

Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to.

Tematica Research:


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