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Episodes

EP 104: Bye bye Cocktail Investing and hello Thematic Signals Podcast

5/30/2019
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For more than two years, we’ve used our thematic lens to distill the everyday noise around into clear investing signals. We’ve shared thematic signals for our 10 investing themes, shared conversations with management teams, portfolio managers and key thought leaders. But after more than 100 Cocktail Investing podcasts, we are making a change. As we leave Cocktail Investing behind, we are launching the Thematic Signals podcast. Is anything changing? Only the name. The same great noise...

Duration:00:04:28

Ep 103: What to do in the new “risk off” stock market environment

5/15/2019
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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 what investors were expecting just 10 days ago. With weeks to go until the next round of trade talks, investors will focus on the potential impact from the latest round of trade tariffs on existing growth expectations for the economy and corporate earnings. Following the recent sharp market sell off as investors grapple with these issues and the renewed...

Duration:00:29:47

Ep 102: Getting down with Dan Ahrens, AdvisorShares Pure Cannabis ETF

5/8/2019
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On today’s podcast we sit down with Dan Ahrens, the portfolio manager of the AdvisorShares Pure Cannabis ETF (YOLO), the first actively managed ETF with a dedicated cannabis investment mandate domiciled in the United States. Dan is no stranger to the investing in vice stocks (tobacco, gaming, alcohol) and he is bringing that experience and due diligence acumen to this Cannabis focused ETF. Unlike most ETFs, Pure Cannabis is actively managed, and Dan explains the reasons for that as well as...

Duration:00:40:51

Ep 101: Why Apple Will be the Only Smartphone Survivor

5/3/2019
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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 that has helped drive the market to new highs. Yet, as evidenced by results from 3M, Tesla, Sherwin Williams, Gorman Rupp and others that are feeling the impact of the slowing global economy, there are pockets of weakness investors should avoid. We discuss that as well as several new thematic data points, including Apple’s Service business and what...

Duration:00:32:49

Ep 100: A Thematic Look at this Weeks’ Earnings Reports

4/23/2019
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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 for our Digital Infrastructure, Digital Lifestyle, Rise of the New Middle Class, Guilty Pleasure and Cleaner Living investing themes. On this episode of the Cocktail Investing Podcast, we walk through which ones we’ll be digging into with respect to those themes and the other 5 investing themes. You may think smokes and beer, but when Altria (MO),...

Duration:00:24:58

Ep 99. What the Fed Said

3/21/2019
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On this episode of the Cocktail Investing Podcast, we share not only what the Fed said exiting its latest monetary policy meeting, but how and why that was very different from the last few of these meetings. It comes as no surprise that Fed Chairman Powell cites our Middle-Class Squeezetheme as one of the culprits to the Fed’s revisions, but an emerging headwind for our Living the Lifeinvesting theme is also rearing its head. We also share some latest signals for our Clean Living,...

Duration:00:41:48

Ep. 98: The Squeeze Is On

3/6/2019
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On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend. This has reignited retail apocalypse as the number of announced brick & mortar store closings reignites...

Duration:00:31:40

Ep 97: Buffett, Musk and what’s next for stocks

2/26/2019
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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 the S&P 500 up nearly 12% year to date. A more dovish Fed and seeming progress on US-Trade are the likely culprits, but underneath it all, the global economy continues to slow, companies are cutting earnings expectations and we’ve seen more dividend cuts thus far in 2019 than we have in all of 2018. Something is amiss as the stock market as...

Duration:00:33:21

Ep. 96: Apple and Disney Set to Enter Streaming Fray

2/14/2019
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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 interesting things coming at investors in the coming months, including fixed income ETFs and Tematica’s Chief Investment Officer offers his take on what investors should consider when looking at so-called thematic ETFs. Also, on the podcast, with Apple and Disney both showcasing their streaming...

Duration:00:25:43

Ep 95. Short Selling Anyone?

2/4/2019
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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 Januaries in years for the stock market and trace back the reasons for its inflection point from a painful year-end 2018 for investors. While some issues that plagued the market have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. That...

Duration:00:30:28

Ep 94. Why Netflix Should Be Afraid of Fortnite

1/24/2019
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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 short of historical comparisons while the earnings outlook for 2019 continues to be revised lower. On this episode of the podcast we discuss the implications as well as some of the thematic nuggets shared by Proctor & Gamble (PG) and IBM (IBM) that confirm our Rise of the New Middle-Class,...

Duration:00:26:18

Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season

1/16/2019
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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), Sherwin Williams (SHW), and Macy’s (M), preannounce weaker than expected results for the quarter. This follows the continued flow of economic data pointing to a slowing global economy. All of this makes for a tenuous earnings season as the velocity of those reports kicks into high gear over the next few weeks. We discuss all of that on this week’s...

Duration:00:21:13

Ep 91: A Look Back at the 2018 & What It Means for the Start of 2019

12/21/2018
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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 behind where the global economy, geo-political tensions, and the stock market are today. It started with the signing of US tax reform and finished with yesterday’s December Fed rate hike and revised guidance, with a smattering of US-China trade, Brexit, Italy, corporate debt, global...

Duration:00:51:48

Ep 90: Brexit and the EU

12/13/2018
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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 managed to hold onto her job after a vote of no confidence but has been politically battered, much like Germany’s Angela Merkel, not to mention French President Macron’s horrific weekend during which Paris dealt with violent and destructive riots protesting against his government. European...

Duration:00:46:57

Ep 89: 3D shopping will change everything about how we buy

12/5/2018
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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 solutions that leverage virtual reality and augmented reality are disrupting how consumers shop. Before Marxent, Beck spent 13 years building interactive marketing solutions for Fortune 500 retailers and brands, including Target Stores and Tesco, so we knew this was going to be a fascinating...

Duration:00:36:36

Ep 88: Digital Shopping Reigns Supreme While Powell Fools the Market

11/29/2018
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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 also discuss Fed Chairman Powell’s “near neutral” comment on interest rates. That comment led the stock market to rip higher, offering relief to beleaguered investors that saw the majority of 2018 gains for the domestic stock market wiped out in recent weeks. But… you knew there was a but...

Duration:00:41:15

EP 87: Thematic Investing, A Safe Harbor for Today’s Turbulent Market

11/20/2018
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Amid what is supposed to be relatively quiet Thanksgiving holiday week for the stock market and investors, the trials and tribulations of the last few weeks have continued focusing rather intently on the technology sector these last few days. Amid the sea of red, the questions most investors are asking are – What is going on? What do I do next? We talked about what is going and what most investors are missing in last week’s podcast, and in terms of what to do, we’re digging into the...

Duration:00:35:17

EP. 86 Major Market Disruptions and What Everyone is Missing

11/15/2018
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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...

Duration:00:54:11

What to Expect this Holiday Shopping Season

11/8/2018
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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...

Duration:00:48:06

EP 84. September quarter earnings – we told you so and now hear what’s next.

10/31/2018
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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...

Duration:00:35:06