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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 Lenore Hawkins, Tematica Research’s Chief Macro Strategist – talk about major changes underfoot in the equity and bond markets as well as the major macro factors that are likely to impact investors in the months ahead. Digital LifestyleDisruptive InnovatorsGuilty PleasureSafety & Security Have a topic we should tackle on the podcast, email me at...


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 Cullenfrom the National Retail Federation to hear about what her organization expects for retailers during this year’s holiday shopping season. While we’ve all heard the “death of the mall” mantra ad-nauseum, Katherine shared with us that this declaration warrants a Mark Twain style response. While e-Retailing spend as a percent of the consumer’s pocketbook is nearly equal to that for brick...


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 surrounding the risks to be ha with the current September quarter earnings season and corporate guidance. As we’ve seen in the last few weeks, those concerns were well founded. In this episode of the Cocktail Investing podcast, Lenore and Chris not only revisit those concerns but share what they think will be driving the stock market narrative as the current...


Ep 83: Using Artificial Intelligence and Investor Sentiment to Improve Returns

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). That index is leveraging artificial intelligence to collect social sentiment around stocks and translating that into a fund portfolio, that’s a mouthful! Jaime breaks it down for us and walks us through how using investor sentiment and not brand perception, gives insight into which companies...


Ep 82: A Thematic Review of the September Retail Sales Report

On this week’s podcast, Tematica’s mixologists, Lenore Hawkins and Chris Versace, take a thematic deep dive on the September Retail Sales Report. With the consumer directly or indirectly accounting for nearly two-thirds of the domestic economy and the average consumer spending 31% of his or her paycheck on retails goods, this monthly report is one worth monitoring closely. As with any economic data point, putting it into context provides a clearer perspective and that means examining more...


Shifts in Investor Sentiment Lead to Big Pain in the Markets

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. They trace the impetus for the recent moves back to the data and comments they shared several weeks ago with listeners of the podcast and in their Tematica Research writings. Simply put there has been a melt up in investor worries as a confluence of concerns have come to the forefront of the...


Ep 80: Why Plummeting Coffee Bean Prices Today Could Lead to a More Expensive Cup of Joe Down the Road

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 12-24 months. Because of the current bumper coffee harvest, coffee prices are currently well below the cost of production. That may seem like a great thing for coffee drinkers and the companies behind them today, but with farmers swapping out coffee trees for other crops it will likely mean...


Ep 79: Some Frank Investing Talk with Frank Curzio

This week we’re joined by joined by long-time friend Frank Curzio of Curzio Researchand the host of the Wall Street Unplugged Podcast. Both of the Cocktail Investing Podcast mixologists, Lenore Hawkins and Chris Versace, have been on Frank’s podcast in recent weeks and on today’s episode, we return the favor. It’s one of those great conversations that pulls the tarp back on not just investing but some strategies that are used to uncover opportunities, especially ones that have been beaten...


Ep 78 - Lithium Ion Batteries, the Critical Component of the Digital Infrastructure

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 batteries. That power technology is utilized in a wide array of consumer electronics, electric vehicles, power tools and energy storage applications, and is expected to reach $93.1 billion in size by 2025, growing at a compound annual growth rate of roughly 17%. Joining the conversation is Bill...


Poshmark, a Disruptive Innovator for Your Closet

Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, recently had the pleasure of chatting with Manish Chandra, Founder and CEO of Poshmark. While technically Poshmark is a digital marketplace where people from the United States can buy and sell new or used clothing, shoes and accessories, the reality is it’s a community based social media platform that matches buyers and sellers of personal clothing. If that sounds like a company at the intersection of our Disruptive...


Summer is a Wrap So What’s Next?

As the long, warm days of summer come to a close and with the Labor Day weekend right around the corner, our resident mixologists, Chris Versace (Tematica Research’s Chief Investment Officer) and Lenore Hawkins (Tematica Research’s Chief Macro Strategist) take a look at what to expect as we head into the last four months of the year. Our dynamic duo discusses what has surprised them in 2018 and where they think the opportunities and risks lie for the remainder of the year and into 2019 as...


Ep 75: Inside Index Baseball at the NYSE

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 the last 18 months, Mark and the Tematica team have had an ongoing conversation, which is why when we wanted to talk “inside baseball” as to the history and development of Exchange Traded Products (ETPs) and the underlying indices that power them we went to Mark. From explaining how ETPs and...


Failing Infrastructure Costs Dozens Their Lives in Italy

Download Episode 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 risks versus rewards. This week I am failing miserably at this. This week my second home since 2012, Genoa, Italy, made headlines around the world for the worst of all possible reasons. At least 39 people died because a bridge I have traveled across countless times crumbled. Many of...


Ep 73: Can the Market Continue Its Run Through the End of 2018?

Download Episode 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 tariffs between the US and China, more signs of inflation heating up even as more economic data of late has missed expectations, it’s not the ho-hum end of summer many had been hoping for. That’s why we called in long-time friend Keith Bliss of DriveWealth for a conversation on...


Ep 72: Underneath the Explosion in Passive Investing and ETF's

A chat with Michael Mell, Senior Director, Custom Indices at S&P Dow Jones Industries to discuss the explosion in passive investing. Download Episode Recently Tematica Investing’s Chief Investment Officer, Chris Versace, had the opportunity to chat with Michael Mell, Senior Director, Custom Indices at S&P Dow Jones Industries to discuss the explosion in passive investing that is occurring given consumers adopting exchange traded funds (ETFs) in their portfolios. Underneath the hood of a...


Ep 71: Prepping for 5G Technology

What the coming 5G technology means for the Connected Car, Connected Home and the Internet of Things Download Episode 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 infrastructure company Nokia just inked the largest known 5G contract with T-Mobile, which in our view means 5G is poised to become a reality over the coming quarters. That...


EP 70: The Evolving Cannabis Industry

Download Episode 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, Partner at AgriCascadia about the evolving cannabis industry on this week’s podcast. Bill has an incredible track record of being on the cutting edge of major technology and social changes as the co-founder of Sapient Health Network (previously WebMD), and ReelDx. In the United States...


Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earning season

Before the 2Q 2018 earnings season kicks into high gear this week, Tematica mixologists Lenore Hawkins and Chris Versace talked about one of the largest self-created holidays known to man – Amazon’s Prime Day — as well as the competitive response that has emerged during this seasonally slow time of the year for retailers. On the global stage, Lenore takes us through the geo-political and trade happenings over the last few weeks and explains how this along with fresh data pointing to a global...


Ep. 68 Agricultural Commodities and the New Middle Class

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. Not only is Sal a died in the wool farmer, but he’s also one of the management team behind Teucrium’s agricultural commodity-focused ETFs. That makes the conversation around corn, wheat and soybeans — building block staples for both proteins and a wide array of products that are being...


Ep 67: The New Trump Trade

On this week’s podcast, Tematica’s mixologists Lenore Hawkins and Chris Versace explain what investors should be prepared for as we move into the 2Q 2018 earnings season. While the 2018 narrative started with tax reform, during the 2Q 2018 wore on it became increasingly focused on trade as tariff talk escalated among the US, China, European Union, Mexico and Canada. With company’s ranging from Harley Davidson to General Motors, Toyota and BMW all crying uncle from the potential tariff...