This is a special edition of Macrovoises with hedge fund manager Eric Townsend.

The premier financial podcast targeting professional finance, high net worth individuals, family

offices, and other sophisticated investors.

Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.

Macrovoises Hot Topics episode number nine was recorded on March 13, 2020.

I'm Eric Townsend. I really want to thank the people who have donated in recent days.

It makes these extra episodes possible and we really appreciate your support.

Joining me now is Lenore Hawkins reporting to us live locked down in northern Italy.

We're going to talk about what Lenore has experienced in both anticipating and then

experiencing this crisis in a very personal upfront way.

Lenore, before we get started, please give our listeners just a little bit of sense of who you are

in your background in finance. So I have two roles. One is with Tamaica Research,

where I'm the chief macro strategist and we provide institutional research,

which means that we've also created some thematic indices that are then turned into exchange

traded funds. And on the other hand, I do international M&A work where about seven years ago,

I got an opportunity to move to Italy from my home in San Diego, where I help Italian companies

who are looking for capital or strategic partnership to work with Americans and be a private equity

or an American company looking to expand into Italy. Okay, so finance background now living

in northern Italy. And I also want to give you credit because not only have you been following

this story for as long as I have, I know you're a regular macro voices listener, but you also

penned an article very much in line with what I said in yesterday's podcast, you predicted correctly

that it's not so much about the death rate for this particular virus, it's about the serious

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