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Cocktail Investing

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Episodes

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


Episode 30: Cashless in Singapore

8/4/2017
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Download Episode As the 2Q 2017 earnings onslaught continued this week, Chris Versace, Tematica’s Chief Investment Officer, made his way to Singapore to keynote INVESTFair 2017. In this week's episode, Chris catches up with Lenore Hawkins, Tematica’s Chief Macro Strategist, and shares his first-hand findings that Singapore is embracing Tematica’s Cashless Consumption investing theme. The two then talked about other notable developments with regard to Cashless Consumption as Microsoft’s...

Duration: 00:47:37


A Panhandler in China Reveals the Power of Cashless Consumption

7/23/2017
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Download Episode In this special excerpt from Episode 28 of the Cocktail Investing Podcast, hosts Chris Versace and Lenore Hawkins discuss what a unique approach by a panhandler tells us about the state of our Cashless Consumption investment theme and how it reflects the explosion of Mobile Payments across emerging markets.

Duration: 00:07:11


Cocktail Investing Ep 28: Fireworks out of D.C. but the VIX is hitting record lows as earnings season kicks off

7/20/2017
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In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. Cashless Consumption Companies mentioned on the Podcast Resources for this podcast: https://www.tematicaresearch.comhttps://www.tematicaresearch.com

Duration: 00:45:41


Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

7/14/2017
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In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. Connected SocietyEconomic Acceleration/DecelerationCashless ConsumptionConnected SocietyScarce ResourcesunsurprisedGuilty PleasureAging of the Population Companies mentioned on the Podcast Resources for this...

Duration: 00:54:19


Cocktail Investing Ep 26: Amazon adds “Buying While Under the Influence” to business model as Markets Wobble and the FOMC blames cord cutting & drugs

7/7/2017
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In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. Safety and SecurityDisruptive TechnologyCashless Consumption Companies mentioned on the Podcast Resources for this podcast: https://www.tematicaresearch.com

Duration: 00:39:24


Cocktail Investing Ep 25: Petya, GM’s got the blues plus Blue Apron’s IPO isn’t all that hot and Talking Safety and Security with Alert Logic

6/29/2017
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What we can learn from the Petya and WannaCry attacks with Gray Hall, Chairman & CEO of Alert Logic along with our take on the weakening economic data In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. We then have a fascinating discussion with the Chairman & CEO of Alert Logic, Gray Hall. A few highlights...

Duration: 01:09:44


Amazon Has Become THE Poster Child for Thematic Investing

6/26/2017
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With a couple of recent moves by Amazon (AMZN), we now count six — SIX! — investment themes where the company isn't just touching on a category, but fundamentally changing it and how the mainstay companies are able to compete, let alone survive. In this special excerpt of Episode 24 of Cocktail Investing, Chris Versace and Lenore Hawkins dig into several recent moves made by Jeff Bezos and the Amazon management team and what it means not just for consumers, but investors as a whole, and...

Duration: 00:16:57


Cocktail Investing Ep 24: Fed looks for inflation in a deflationary world while Amazon is the Death Star of retail

6/23/2017
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In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. A few highlights include: Amazon (AMZN)Whole Foods (WFM)Nike (NKE)Safety & Security And be sure to tune into next week’s podcast when Lenore and Chris talk with Security-as-a-Service provider Alert Logic about the evolving world of cybersecurity. All that plus...

Duration: 00:49:49


Cocktail Investing Ep. 23 - The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

6/14/2017
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It seems every day we hear about the inevitability of the autonomous car, a component of our Disruptive Technology investing theme, with many hoping that it will usher in a new area of safety. To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY). Pioneer isn’t just innovating within entertainment and...

Duration: 01:08:12


Cocktail Investing Ep 22: Washington on the US Economy – Extend and Pretend

6/8/2017
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In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. A few highlights include: (02:50) The International Triple Threat:(06:36) Lenore Gets Jolted from the JOLTS!(11:42) Biz Roundtable: Curb Your Enthusiasm:(20:50)(38:22) WWDC 2017:(46:40)(49:40)Cashless Consumption(53:30)Food with Integrity And be sure to tune into...

Duration: 00:57:53

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