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Cocktail Investing

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United States

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English

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Episodes

Ep 47: Interest Rates, Upward Pressure on Treasury Yields and Why Investors Need to Care

1/17/2018
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Download Episode This week Tematica’s investing mixologists Chris Versace and Lenore Hawkins start this week’s podcast dishing on Kroger’s rumored acquisition target, continuing problems at General Electric and the standout product is at this year’s Detroit Auto Show. They then segue into a discussion on the ins and out of investing in small cap stocks and serve up several examples of what to look for, what to avoid and what to do to make sure you’ve identified the right small-cap stocks...

Duration: 00:56:07


CES 2018: What it all means for our Connected Society Investment Theme

1/12/2018
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Download Episode 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 event reflect our Connected Society, Disruptive Technologies, Aging of the Population, Affordable Luxury, Aging of the Population and Safety & Security investing themes. Our Connected Society theme could be found in products ranging from Travis the Translator to Alphabet’s...

Duration: 00:38:14


PODCAST: Is the Market Detached from Reality?

1/5/2018
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Download Episode 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 investing mixologists Chris Versace and Lenore Hawkins are back with a short recap on 2017 and discuss what market watchers are focusing on over in January. Next week brings the technology-infused CES 2018, an annual tradeshow that blurs the lines between our Connected Society and...

Duration: 00:49:34


Black Friday Clicks vs Bricks

11/28/2017
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A Look at the Official Kick-Off to the 2017 Holiday Shopping Season Download Episode Coming off the Thanksgiving holiday, this week Tematica’s investing mixologists Chris Versace and Lenore Hawkins discuss the meaning of the litany of data points for online shopping on Thanksgiving as well as overall results for Black Friday. Expectations were running high for continued wallet share gains by digital shopping, a key aspect of our Connected Society investing theme, and they did not...

Duration: 00:30:13


Autonomous Vehicles: The Future is Now

11/21/2017
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Download Episode As we get ready to break for the Thanksgiving holiday and prepare for the 2017 holiday shopping season to hit in full force, we’re also seeing a lot of headlines and stories on autonomous vehicles, which is one aspect of our Disruptive Technologies investing theme. Here’s a sampling of what we’ve seen in just the last few weeks: Uber Strikes Deal With Volvo to Bring Self-Driving Cars to Its Network 7 Lessons From Cadillac's Partial Self-Driving Car Volkswagen to Invest...

Duration: 00:25:27


The Rise and Fall of the Middle-Class Part 1

11/16/2017
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Download Episode The Economic Impact of the Expanding Global Middle Class 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 Rise portion of this investing theme. The expanding global middle class will account for nearly half of all consumption in the coming years, but as we discuss the where and why behind this new middle-class is reshaping...

Duration: 00:49:10


Evolution of Apple: Implications of this hardware company becoming a producer

11/9/2017
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Download Episode 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 intersection of Content is King, Connected Society and Disruptive Technology themes has driven a company like Apple to evolve from primarily a hardware and associated OS developer into now producing shows with Hollywood stars Jennifer Aniston and Reese Witherspoon. Apple is also...

Duration: 00:46:22


Connected Society: Exploring the Ever More Interconnected World

11/2/2017
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Download Episode In This Week's Cocktail Investing Podcast: 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, our world is becoming ever more interconnected as today we can instantly and near effortlessly interact with people on opposites sides of the earth. The increasing interconnectedness has completely changed the way we buy things,...

Duration: 00:28:30


Cocktail Investing Ep 39: Aging of the Population

10/26/2017
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Download Episode This week, 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 older and this dynamic has a number of ramifications for companies, some of which will ride that tailwind and cater to the emerging demand and pain points of an older population while others see their business hit a profound headwind. Lenore and Chris talk about these...

Duration: 00:30:00


Thematic lens reveals opportunities poised to become supercharged

10/22/2017
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Download Episode On this week's podcast, Tematica's investing mixologists Chris Versace and Lenore Hawkins breakdown the latest economic and market news and share what it means through Tematica’s thematic investing lens. As we move deeper into 3Q 2017 earnings season, results from IBM (IBM), General Electric (GE), Honeywell (HON) and others suggest we could be in for a rougher ride ahead compared to the Teflon market’s melt up over the last several weeks. Volatility remains depressed with...

Duration: 00:51:13


PODCAST: The Middle Class Squeeze Across the Economy

10/13/2017
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Download Episode This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins discuss some recent examples of the investing herd coming around to see what we’ve been talking about for quite some time with respect to companies such as Universal Display and Applied Materials. Last week we discussed the possibility that Amazon and Walmart could be the Coke and Pepsi of future mega-retailing. This week we give more of the rationale behind why retail-mageddon is about more than...

Duration: 00:56:08


Has Amazon Made the Acquisition That Spells the End for Clothing Retailers?

10/9/2017
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As discussed in the recent episode of the Cocktail Investing Podcast, last week TechCrunch reported: Amazon has acquiredBody Labs, a company with a stated aim of creating true-to-life 3D body models to support various b2b software applications — such as virtually trying on clothes or photorealistic avatars for gaming. Full Article: Amazon has acquired 3D body model startup, Body Labs, for $50M-$70M | TechCrunch Tune in below for this quick excerpt from a recent episode of Cocktail...

Duration: 00:05:23


Cocktail Investing Ep: 36: A year of record stock market highs in the midst of social lows

10/6/2017
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Download Episode This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins discuss the impact of the twin hurricanes on the economic data coming in, with another potentially on the way, and the fallout from the horrific event in Las Vegas. Our Safety and Security investing theme takes front stage as Congress questions the former CEO of Equifax and the nation tries to cope with the pain and devastation caused by both Mother Nature and a single twisted soul in Nevada. As...

Duration: 00:59:23


Cocktail Investing Ep 35 - Talking the what and why of self-driving cars with Audi

9/28/2017
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Download Episode 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 at Audi. Our in-depth conversations with Brad puts some context and understanding around the issues and developments surrounding the self-driving car market as well as the far-reaching impact this revolution will have beyond just the automotive sector. Audi is at the center of...

Duration: 00:59:02


COCKTAIL INVESTING: Panera Challenges McD’s, Apple Watch flubs, and the SEC gets hacked

9/22/2017
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Download Episode This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins face-palmed after learning the Securities Exchange Commission (SEC) has been compromised in a cyber-attack. This ironic breach mere days after Equifax broke the news on its breach… as we discuss, this increasing pain point that spills out of our Connected Society investing theme is fodder for our Safety & Security one. As our portfolio mixologists touch on that, they dish on the Fed’s latest...

Duration: 00:57:52


The Early Innings of Cryptocurrencies: A Special Excerpt from Cocktail Investing

9/18/2017
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In this special excerpt from Episode 33 of the Cocktail Investing Podcast, Lenore Hawkins discusses that while JPMorgan Chase CEO Jamie Dimon is likening Bitcoin to the Dutch tulip bulbs bubble in the 1600's, the reality is we are just in the early innings of cryptocurrencies. The question is, can Bitcoin maintain its pole position, or is its fate similar to that of many of the early internet pioneers? Tune into this quick primer on cryptocurrencies (just 6:30 in length) and its impact on...

Duration: 00:06:40


COCKTAIL INVESTING: Apple's Lame Event, Euro Junk Bonds, Cryptocurrencies, NFL Comes to Amazon

9/14/2017
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Download Episode This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins start off the podcast talking about one of the lamest presentations they’ve seen in a number of years. Yes, we’re talking about Apple’s September special event held on September 12th. Rather than spoil it for you here, all we’ll say is we knew the event was headed downhill fast when the first thing mentioned about the new iPhone was the pretty colors it would come in. We share our takeaways and...

Duration: 01:04:35


Cocktail Investing: Dog Days of Summer Come to an End

9/7/2017
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Download Episode This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins start off the podcast copping to the fact that, much to their chagrin, the summer is over, and it’s back to work. As they’ve pointed out to listeners, September is typically one of if not the most tumultuous months for stocks, and between both North Korea and Hurricane Harvey the month is certainly starting off rocking and rolling as CNNMoney’s Fear & Greed Index understandably sits firmly in...

Duration: 00:57:29


EPISODE 31: Hurricane Harvey, the Economic and Market Impact of this Historic Storm

8/31/2017
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Our hearts go out to all those affected by the devastation in Texas and Louisiana. The magnitude of this incredible storm is such that in this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the impact of Hurricane Harvey, how it relates to some of our investing Themes, as well as the week's economic data, and relevant political happenings. For those looking to donate to the victims of Harvey, here are some options: Houston Food Bank Food Bank...

Duration: 00:41:57


Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

8/4/2017
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Download Episode Amid the 2Q 2017 earnings onslaught, Chris Versace, Tematica’s Chief Investment Officer, and Lenore Hawkins, Tematica’s Chief Macro Strategist, are combing through more than 600 earnings reports this week. With companies ranging from Amazon (AMZN), Facebook (FB), Alphabet (GOOGL), Lam Research (LRCX), PayPal (PYPL), MasterCard (MA) and Caterpillar (CAT) to name several, all reporting, there is no shortage of data points to be had. Rather than skip this week’s podcast,...

Duration: 00:49:54

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