On this episode of the Cocktail Investing Podcast, we are just back from InsideETFs 2019, the trade show for exchange-traded funds and we share some observations and thoughts on what we saw. Some inte …
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 the best Januarys in years for the stock market and trace back …
The December quarter earnings season has moved into higher gear with more than 250 companies reporting this week. With roughly 15% of the S&P 500 having issued its reports, the results are falling …
With roughly a handful of trading days left in 2018, Tematica’s mixologists, Lenore Hawkins and Chris Versace, trace back some of the pivotal events of the last year that have been the primary drivers …
The headlines and the markets have been heavily focused this week on the rising risk that the United Kingdom will exit the European Union without any agreement. Prime Minister Theresa May just barely …
As we head into the depths of the holiday shopping season, we enjoyed an incredible conversation with Beck Besecker is the co-founder and CEO of Marxent. Founded 2011, Marxent’s 3D technology solution …
On this week’s Cocktail Investing Podcast, Tematica’s Lenore Hawkins and Chris Versace center not only on the rash of holiday shopping data coming out of the Thanksgiving to Cyber Monday period but al …
This week on the Cocktail Investing podcast our resident mixologists – Chris Versace, Tematica Research’s Chief Investment Officer and Lenore Hawkins, Tematica Research’s Chief Macro Strategist – talk …
As we push past Halloween and focus on the upcoming holidays, this week we’re joined by Katherine Cullen from the National Retail Federation to hear about what her organization expects for retailers d …
During August and September, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, shared their views and convictions surrounding the risks to be had with the current September quarter ea …
On this week’s podcast, we are joined once again by Jamie Wise, founder of Buzz Indices, a Toronto-based hedge fund that has also created the index which powers the BUZZ US Sentiment Leaders ETF (BUZ) …
On this week’s podcast Tematica Research’s® mixologists, Lenore Hawkins and Chris Versace, tackle the recent shifts in investor sentiment that led to some big pain this week in the US stock market. Th …
On this week’s podcast, we are joined once again by Lee Safar, Chief Ship Steerer of Elixir Specialty Coffee, this time to talk the sharp drop of coffee prices – what it means today and for the coming …
On this week’s podcast, Tematica’s Chief Investment Officer, Chris Versace, is talking about one of the key enablers for mobility as part of our Digital Lifestyle investing theme – lithium ion batteri …
A look at what to expect in the stock market and economy as we head into the last four months of the 2018. As the long, warm days of summer come to a close and with the Labor Day weekend right around …
On this week’s podcast, Chris Versace, Tematica’ s Chief Investment Officer, spends some time with Mark Abssy who works in Product Development at NYSE Indices at ICE Data Services. Over the course of …
Successful investing requires distancing oneself from emotion and from political biases, letting the data do the talking while attempting to be as objective as possible in assessing the potential risk …
This week brings us to the midpoint of the September quarter, and there is quite a bit going on despite it being the dog days of summer. From contagion concerns spilling over from Turkey to escalating …
A chat with Michael Mell, Senior Director, Custom Indices at S&P Dow Jones Industries to discuss the explosion in passive investing. Recently Tematica Investing’s Chief Investment Officer, Chris V …
On this week’s episode of Cocktail Investing we are digging deep into the podcast archives. While some may think it’s because we’re entering one of the slowest times of the year, the reality is mobile …
With more headlines these days about the potential therapeutic uses of Schedule 1 substances, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with William Kelly, Managing Partner at AgriC …
Spinning out of the mounting trade and tariff talk over the last few months, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with Teucrium Trading’s Sal Gilbertie on this week’s podcast. …
The Fireworks Set Off By The Trump Tariffs and Their Impact on Earnings, Inflation and the Market Going Forward On this week’s podcast, Tematica’s mixologists Lenore Hawkins and Chris Versace explain …
While many are focused on the escalating trade tariffs between the US and China, let’s remember the eurozone and Canada are poised to implement tariffs as well. Included among Canada’s list of affecte …
With trade and tariffs once again making headlines ahead of the G7 meeting and next week’s US-North Korea summit, as well as the Fed’s upcoming June FOMC meeting, on this week’s podcast Tematica’s mix …
The mainstream media is focusing on the newly formed government in Italy, the Eurozone’s third-largest economy. The reason centers on the new regime’s plan to boost fiscal spending while cutting taxes …
This week resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist focus on the two key issues driving the stock market as we enter the second half of 2Q …
As we head towards the close of earnings season, there is no shortage of drama to challenge investors. Our resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro …
Click on the image above to listen to the podcast. A Discussion with Interos Solutions CEO Jennifer Bisceglie When most people think of the words “supply chain” they harken back to the class room defi …
Click on the image above to listen to the podcast. During this week’s Cocktail Investing episode, Tematica’s Chris Versace interviews none other than Tematica’s Chief Macro Strategist, Lenore H …
Click below the image to listen to the podcast. During this week’s Cocktail Investing episode, Tematica’s mixologists Lenore Hawkins and Chris Versace take the bull by the horns discussing the …
In this week’s episode of the Cocktail Investing Podcast, mixologists Lenore Hawkins and Chris Versace parse the testimony from new Fed Chief Jerome Powell delivered before Congress this week. …
Click below the image above to listen to the podcast. Last week the S&P 500 enjoyed the biggest one-week advance since 2013, gaining 4.3%. The index began 2018 with its best start to the ye …
Last week the S&P 500 and the Russell 1000 briefly dipped into correction territory, but by Monday, Feb. 12th both appeared to stabilize after two consecutive closes in the green. Tuesday e …
Equities get wobbly as bond yields heat up while bitcoin continues to make headlines amidst a GDP miss for the 4Q as the greenback falls even further Tematica’s investing mixologists Chris Versace and …
Earlier this week Tematica’s investing mixologists Chris Versace and Lenore Hawkins attended the Inside ETF 2018 conference, where the proverbial who’s who in ETFs were to be found. Amid a pack …
This week Tematica’s investing mixologists Chris Versace and Lenore Hawkins are back to discuss the technology-infused CES 2018, an annual tradeshow, and how the products and services revealed at the …
The potential earnings expectations discrepancy between tax reform, GDP, and stocks Coming off the holidays, entering 2018, and despite the disruption from snow bomb cyclone Grayson, Tematica’s invest …
This week, Chief Investment Officer Chris Versace is joined by Tematica’s “Man Behind the Curtain” Chris Broussard in a very special conversation with Brad Stertz, Director of Government Affairs …
Tematica’s investing mixologists Chris Versace and Lenore Hawkins do a deep dive on our Aging of the Population investing theme. The simple fact is both the U.S. and global population are skewing olde …
Click below the image above to listen to the podcast. Coming off the Thanksgiving holiday, this week Tematica’s investing mixologists Chris Versace and Lenore Hawkins discuss the meaning of the …
This week, Tematica’s investing mixologists Chris Versace and Lenore Hawkins walk through the global impacts of the Rise and Fall of the Middle Class, focusing in Part I of this series on the Ris …
This week, Tematica’s investing mixologists Chris Versace and Lenore Hawkins discuss numerous current headlines that illustrate the power of some of Tematica’s investing themes. The powerful intersect …
Tematica Research’s investing mixologists Chris Versace and Lenore Hawkins walk through the profound impacts of the forces responsible for our Connected Society investing theme. As the name implies, o …
