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Lenore Hawkins joins Kevin to discuss macroeconomics and the implications on portfolio construction for financial advisors today. Lenore is the Chief Macro Strategist at Tematica Research popular market commentator. They discuss inflation, corporate taxes, the rise in the 10YR and the implications of the economy opening up. Learn more about Tematica Research Follow Lenore Hawkins on Social: TwitterLinkedInFollow Kevin Simpson & Capital Wealth:TwitterKevin Simpson LinkedInCWP LinkedInLearn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.comDisclosures: https://capitalwealthplanning.com/social-media-disclosures/Episode 3
Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy. Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved
Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.
Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.
Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.
Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides a boots-on-the-ground analysis of life in Italy today.
Lenore Hawkins joins the show from Italy where she gives her take on what is happening in Europe with the latest round of lock-downs. We also discuss the most recent macro data and some of her thematic investment ideas.
Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. 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: www.tematicaresearch.com $SPY $DIA $OLED Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcastLink: https://bit.ly/2UdwF8I
Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world. We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US. Follow Lenore on Twitter: https://twitter.com/EllesEconomy
The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.
Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region.Link: http://bit.ly/38RyBrp
What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor.
Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.
Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention? Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN
This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN. Connect With The Guests Lenore: www.twitter.com/EllesEconomy Chris: www.twitter.com/ChrisjVersace
On today’s show, I welcome back Lenore Hawkins, chief macro strategist for Tematica Research. Lenore joins me from Italy to break down the problems surrounding the fourth-largest European nation… She covers short and immediate-term issues, including super-high sovereign debt, slowing growth, and a new political regime that she refers to as “jokers.” Lenore also explains why a crash in this country would have a far greater impact on the global economy than Greece, Turkey, and Brexit. In my educational segment [53:07], I break down my trip to the Silver & Gold Summit in San Francisco. I’ll give you the scoop on my one-on-one meetings with industry legends… a huge catalyst that could push mining stocks up tremendously in the short term... and some of my favorite stock ideas in this beat-up space. I’ll also discuss the huge interest in security tokens following my presentation. We’ve given you a peek behind the scenes of our operation here at Curzio… And now we can offer you the chance to become an insider.
Pullbacks in the markets can be disconcerting… but recent activity is perfectly normal. As I’ll explain, it’s actually healthy when stocks pull back gradually… and based on the current fundamental and economic landscape, I suggest using this pullback as a buying opportunity. I also welcome Lenore Hawkins, 20-year market veteran and chief macro strategist at Tematica Research. Lenore breaks down the biggest market risks for investors... including rising interest rates and the looming potential for trade wars. Plus, she shares her favorite tech trend... and how investors can still make money on it. Finally, I break down the recent ruling by the Supreme Court to allow states to legalize gambling, creating a lucrative new $44 billion market. Following this landmark decision, I highlight stocks that will be the biggest winners―and losers―in that sector.