Single Best Idea with Tom Keene: Lori Calvasina & Alberto Gallo

Dive into the intriguing interplay between market dynamics and extreme weather nostalgia, with highlights from the harsh winter of 1977. Explore how the MAG-7 companies fared during earnings season and the contrasting behaviors of large versus small-cap stocks. Additionally, gain insights into investment opportunities in southern Europe, likening financial recovery to a high-stakes racing metaphor. This conversation is packed with valuable perspectives on today's financial landscape.