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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...


The Turning of the Liquidity Tide as Boomers Head into Retirement

As the narrative of the synchronized global economy is weakening and the U.S. is just starting to feel the impact of the Federal Reserve’s rate hikes, we spoke with Jesse Felder of the Felder Report to discuss his view of the US and global economy and how he sees the global liquidity tide turning. In keeping with our Aging of the Population investing theme, Jesse walks us through the impact of the Boomer generation on the economy and the markets as they have moved through various life...


Ep 65: What's Driving the Newest Revolution in Coffee

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 affected products is coffee… yes that all important, lifeblood beverage for team Tematica and millions of others. As the World Economic Forum recently pointed out some two billion cups of coffee are consumed every day, and we’re more than thrilled to learn that three to four cups per day, which is...


Ep 64: The Fed, GDP and the consumer with Bankrate’s Mark Hamrick

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 mixologists talk with Mark Hamrick, Washington Bureau Chief, Senior Economic Analyst at Bankrate.comand President of the Society for Advancing Business Editing and Writing (SABEW). While we learn about Mark’s background and eventually that his preferred cocktail is a Manhattan (with rye),...


Ep. 63: Investors to Italy and the EU - Che cosa succede?

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 at a time when Italy’s debt to GDP is 130% and the economy is one of the slower in the Eurozone. Investors are hearing this and thinking Greece on steroids. In this week’s podcast, team Tematica leverages the boots on the ground view had by Chief Macro Strategist Lenore Hawkins, who over the...


Ep. 62: Trump, China and North Korea: Is anyone surprised?

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 2108. With the March quarter earnings season winding down, trade and the Fed have once again taken center stage in a big way, reigniting investor worries. As Chris and Lenore discuss, they see the bluster emanating from the White House and President Trump’s Twitter feed over new potential...


EP 61: ETF Insights

This week resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist headed to New York City where they met with Yasmin Dahya, Head of Americas Beta Specialist team at JP Morgan Asset Management to talk about the evolving world of Exchange Traded Funds (ETFs). By the end of 2017, more than $2.5 trillion dollars had been invested in ETFs around the world. As those investment vehicles have increasingly gathered assets in the last few years, we’ve...


Ep. 60: Rising Geopolitical Instability Amidst Earnings that Failed to Excite

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 Strategist pour over the data and the headlines and distill it all down in our latest episode of Cocktail Investing. As of the end of last week, 81% of the companies in the S&P 500 had reported their results for the March quarter with 78% reporting actual EPS above the mean EPS estimates...


Ep. 59: Exposing the Supply Chain Security Nightmare

A Discussion with Interos Solutions CEO Jennifer Bisceglie When most people think of the words “supply chain” they harken back to the class room definition — the sequence of steps and processes involved in the production and distribution of a commodity or product in a factory. While that’s true, over the last several decades the move toward low cost outsourcing has dramatically changed where companies source their components and finished products as well as the multitude of players that...


Ep 58: Why Boxed is a Takeout Candidate

Download Episode Amid the ups and downs of the stock market, it comes as little surprise to us here at Tematica that thematically well-positioned companies are M&A takeout candidates. We’ve seen it before, and odds are we will see it again. If you’ve been listening to CNBC or FOXBusiness, we are once again hearing that Boxed, a company that sits at the crosshairs of our Connected Society and Cash-Strapped Consumer investing themes, is once again in those crosshairs. Again, no surprise to...


Ep 57: Why thematics and global macro are the chocolate & peanut butter of investing

Download Episode This is the final episode in the trilogy of episodes in which Tematica’s resident mixologists Lenore Hawkins and Chris Versace discuss how the combination of thematics and global macro is truly one plus one is more than three when it comes to investing. During the conversation, Chris and Lenore talk about the synergies to be had from the intersection of this top down, bottom up combination. They also share a few examples of how that intersection has led to spirited debate...


EP 56: How and Why the Thematic Approach Helps You Make Better Investments

Download Episode During this week’s Cocktail Investing episode, Tematica’s Chief Macro Strategist, Lenore Hawkins interviews our own Chris Versace to understand how he developed the thematic investing approach and why it works so well. We hear how during the dotcom boom of the late 1990s, Chris was in the trenches with many in Wall Street who found that traditional ways of looking at investing were no longer producing results. He looked around at the traditional sector-focused investment...


Ep 55: The Global Macro Economy - What exactly is it and why its important when it comes to being a successful investor

Download Episode During this week’s Cocktail Investing episode, Tematica’s Chris Versace interviews none other than Tematica’s Chief Macro Strategist, Lenore Hawkins, to discuss among other things how the global macro landscape fits into our thematic lens and why it is so important to investors and business folks alike. During the conversation, Lenore reveals how she became fascinated with understanding the economy, as well as the why behind it. In sharing her biggest misstep with the...


EP 54: What Trump’s Game of Tariff Chicken Could Mean

Download Episode During this week’s Cocktail Investing episode, Tematica’s mixologists Lenore Hawkins and Chris Versace take the bull by the horns discussing the topic that has gripped headlines and jacked stock market volatility this – President Trump’s proposed steel and aluminum tariffs. While there is much being said over these proposed tariffs, Lenore and Chris explain why they think Trump is using the negotiating tactics he laid out in his 1987 book, Art of the Deal. Drawing on what...


Ep 53: What Fed Chair Powell Said and What the Markets Heard

Download Episode 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. Why you ask? One reason was the investing herd’s reaction as the stock market dropped a quick 300 points following Powell’s comments during the Q&A session. Second, as we’ve been saying, the market is increasingly focused on what the Fed says and may do when it comes to monetary...


Ep. 52: Should You Be Worried About the Return of Volatility?

Download Episode 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 year since 1987 followed by a 10% decline in just 9 trading days, and then proceeded to bounce off its 200-day moving average, reversing roughly half its losses in the process. Quite a quick, volatile ride unlike anything we’ve seen in more than a year. We’ve gone from overbought to oversold and back to overbought again, but with volumes 22%...


Ep 51: Are Markets Issuing the All Clear or Is the Ride Just Getting Started?

Download Episode 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 equities once again opened in the red as Tematica’s investing mixologists Chris Versace and Lenore Hawkins broke down what pushed the major indices into the red for the year and what investors can expect in the coming months. To put the decline in context, our mixologist noted that the...


Ep 50: What was up with all the stock market swings?

Download Episode During a turbulent stock market week that featured wild gyrations in equity indices, particularly on the domestic front, Tematica’s investing mixologists Chris Versace and Lenore Hawkins broke down the what and why’s behind the return of market volatility. With a stock market that on the cusp of exiting January that was priced to perfection following a near 30% move over the prior 15 months that had stocks in truly rare air, the modest negative was bound to let some air...


EP49: A Pause, a Pullback or a Correction for Stocks?

Download Episode 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 Lenore Hawkins share some take-aways from this month’s Inside ETF conference and discuss what is happening in the Blockchain/bitcoin world that has so many captivated. Chris and Lenore then breakdown last week’s December quarter GDP that came in below expectations and what...