Thematic Signals
A podcast by Tematica Research
15 Episodes
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Ep 15: Trump and Trade, Apple event thoughts and Volkswagen swings at Tesla
Published: 9/12/2019 -
Ep 14: A Fixed Income View on the Current Market
Published: 9/5/2019 -
Ep 13 Cleaner Living Solutions with the Degree of Green
Published: 8/21/2019 -
Ep 12 Keys to July Retail Sales and Walmart results, plus the big threat to German Auto Industry
Published: 8/16/2019 -
Ep 11. Think that’s clean water you’re drinking? Guess again.
Published: 8/6/2019 -
Ep 10 Beyond Meat – The Next Tesla or the Next Palm?
Published: 7/31/2019 -
Ep 9. How the Tapestry of Earnings is Coming Together
Published: 7/19/2019 -
Ep 8. Will Fed Chairman Powell reset dovish interest rate expectations
Published: 7/9/2019 -
Ep 7. With the G20 in the Rearview Mirror What's Next?
Published: 7/2/2019 -
Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index
Published: 6/26/2019 -
Using Options to Protect Yourself in an Uncertain Market
Published: 6/21/2019 -
What’s Behind the Commodities Rally?
Published: 6/18/2019 -
Ep 3. What's Next for ETF's
Published: 6/13/2019 -
Ep 2. The G20 Summit Will Determine What the Fed Does Next
Published: 6/10/2019 -
Ep 1: The Winners and Losers in the Fight for Consumer Wallet Share
Published: 5/29/2019
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Each week on the Thematic Signals podcast, we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes. On each episode, we not only discuss key events that are shaping the stock market, but we also look at key sign posts for the changing economic, demographic, psychographic, and technological landscapes that are driving the structural changes occurring around us. Hosted by Chief Investment Officer Chris Versace, this new podcast from Tematica Research replaces the previously published Cocktail Investing Podcast.