15 Episodes

  1. Ep 15: Trump and Trade, Apple event thoughts and Volkswagen swings at Tesla

    Published: 9/12/2019
  2. Ep 14: A Fixed Income View on the Current Market

    Published: 9/5/2019
  3. Ep 13 Cleaner Living Solutions with the Degree of Green

    Published: 8/21/2019
  4. Ep 12 Keys to July Retail Sales and Walmart results, plus the big threat to German Auto Industry

    Published: 8/16/2019
  5. Ep 11. Think that’s clean water you’re drinking? Guess again.

    Published: 8/6/2019
  6. Ep 10 Beyond Meat – The Next Tesla or the Next Palm?

    Published: 7/31/2019
  7. Ep 9. How the Tapestry of Earnings is Coming Together

    Published: 7/19/2019
  8. Ep 8. Will Fed Chairman Powell reset dovish interest rate expectations

    Published: 7/9/2019
  9. Ep 7. With the G20 in the Rearview Mirror What's Next?

    Published: 7/2/2019
  10. Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index

    Published: 6/26/2019
  11. Using Options to Protect Yourself in an Uncertain Market

    Published: 6/21/2019
  12. What’s Behind the Commodities Rally?

    Published: 6/18/2019
  13. Ep 3. What's Next for ETF's

    Published: 6/13/2019
  14. Ep 2. The G20 Summit Will Determine What the Fed Does Next

    Published: 6/10/2019
  15. 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.