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  • Look For National Champions + Small Caps 00:00
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Look For National Champions + Small Caps

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July 2018

Top world finance chiefs recently warned that trade tensions are threatening global growth. With risks to the world economy increased, Joe says investors should look at national champions and small caps that are immune to trade tensions. He is underweight on European multinationals. We also talk about US corporate earnings and FANG stocks. What earnings trends should investors watch out?

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