EP 104: Bye bye Cocktail Investing and hello Thematic Signals Podcast
For more than two years, we've used our thematic lens to distill the everyday noise around into clear investing signals. We've shared themat...
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Cocktail Investing
Each week, in keeping with our thematic perspective here at Tematica, we're here to distill the key signals to watch when it comes to investing and the economy. If that sounds a little dry,...
Episodes
20 of 100 episodesEp 103: What to do in the new "risk off" stock market environment
On today's podcast we discuss the renewed sense of uncertainty in the stock market following the US-China trade SNAFU that is simply not wha...
Ep 102: Getting down with Dan Ahrens, AdvisorShares Pure Cannabis ETF
On today's podcast we sit down with Dan Ahrens, the portfolio manager of the AdvisorShares Pure Cannabis ETF (YOLO), the first actively mana...
Ep 101: Why Apple Will be the Only Smartphone Survivor
We're halfway through the March quarter earnings season and so far, aggregate earnings for the S&P 500 is running ahead of expectations, and...
Ep 100: A Thematic Look at this Weeks' Earnings Reports
As we get ready for more than 685 companies to report their March quarter results this week, there are apt to be a number of key data points...
Ep 99. What the Fed Said
On this episode of the Cocktail Investing Podcast , we share not only what the Fed said exiting its latest monetary policy meeting, but how...
Ep. 98: The Squeeze Is On
On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our M...
Ep 97: Buffett, Musk and what's next for stocks
On this episode of the Cocktail Investing Podcast, we dig into the what's driving of stock market's best runs in over 20 years, one that has...
Ep. 96: Apple and Disney Set to Enter Streaming Fray
On this episode of the Cocktail Investing Podcast, we are just back from InsideETFs 2019 , the trade show for exchange traded funds and we s...
Ep 95. Short Selling Anyone?
Stocks pop in January, but earnings continue to come down On this episode of the Cocktail Investing Podcast, we close the books on one of th...
Ep 94. Why Netflix Should Be Afraid of Fortnite
The December quarter earnings season has moved into higher gear with more than 250 companies reporting this week. With roughly 15% of the S&...
Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season
The 4Q 2018 earnings season has begun and thus far we've had a number of high profile companies, including Apple (AAPL), Samsung, Ford (F),...
Ep 91: A Look Back at the 2018 & What It Means for the Start of 2019
With roughly a handful of trading days left in 2018, Tematica's mixologists, Lenore Hawkins and Chris Versace, trace back some of the pivota...
Ep 90: Brexit and the EU
The headlines and the markets have been heavily focused this week on the rising risk that the United Kingdom will exit the European Union wi...
Ep 89: 3D shopping will change everything about how we buy
As we head into the depths of the holiday shopping season, we enjoyed an incredible conversation with Beck Besecker is the co-founder and CE...
Ep 88: Digital Shopping Reigns Supreme While Powell Fools the Market
On this week's Cocktail Investing Podcast, Tematica's Lenore Hawkins and Chris Versace center not only on the rash of holiday shopping data...
EP 87: Thematic Investing, A Safe Harbor for Today's Turbulent Market
Amid what is supposed to be relatively quiet Thanksgiving holiday week for the stock market and investors, the trials and tribulations of th...
EP. 86 Major Market Disruptions and What Everyone is Missing
This week on the Cocktail Investing podcast our resident mixologists - Chris Versace, Tematica Research's Chief Investment Officer and Lenor...
What to Expect this Holiday Shopping Season
As we push past Halloween and focus on the upcoming holidays, this week we're joined by Katherine Cullen from the National Retail Federation...
EP 84. September quarter earnings – we told you so and now hear what's next.
During August and September, Tematica's resident mixologists, Lenore Hawkins and Chris Versace, shared their views and convictions surroundi...