15 episodes

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.

Thematic Signals Tematica Research

    • Investing

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.

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

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

    On this episode of the Thematic Signals podcast, Tematica’s Chris Versace breaks down the latest trade developments (including why he doesn’t think a two-step deal is likely) and discusses the European Central Bank rate cut before shares his thoughts on the continued plight of brick & mortar retail as Forever 21 is slated to file bankruptcy this weekend. We see no slowdown in the Digital Lifestyle tailwind that is a headwind for those like Forever 21. Chris then moves to why he was nonplused by Apple’s 2019 iPhone event even though it announcements made during the event mean problems for Netflix and GameStop. Also, hotels in Japan get a makeover, and Volkswagen comes out of the German Auto Show swinging at Tesla. To hear how those two items tie into our Living the Life and Cleaner Living investing themes, as well as why Chris is a little concerned about the Federal Reserve meeting next week, you’ll need to listen to need hit the play button and listen.
     
     
    Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
     
    And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!
     
    Resources for this podcast:
    @ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living Index Thematic Signals  

    • 29 min
    Ep 14: A Fixed Income View on the Current Market

    Ep 14: A Fixed Income View on the Current Market

    On this episode of the Thematic Signals podcast, host Chris Versace is joined by Peter Tchir, who is the Head of Macro Strategy at Academy Securities. While Chris has a thematic focus, Peter’s is from the fixed income vantage point, which means he tends to focus on credit and risk. Despite the different approaches, the two discuss the US-China trade war, the swath of recent economic data and prospects for further monetary policy stimulus from both the European Central Bank and the Federal Reserve. As they talk, Peter shares his views on why a US-China trade deal won’t be reached until the first half of 2020, why he’s not as concerned about the inverted yield curve, why fund flows into low volatility funds are a concern of his and the reason why he thinks Turkey could be the unexpected issue that upsets the apple cart in the coming months.
     
    Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
     
    And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!
     
    Resources for this podcast:
    Peter Tchir – Twitter Academy Securities @ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living Index Thematic Signals

    • 39 min
    Ep 13 Cleaner Living Solutions with the Degree of Green

    Ep 13 Cleaner Living Solutions with the Degree of Green

     
    On this episode of the Thematic Signals podcast, host Chris Versace digs more into Tematica’s Cleaner Livinginvesting theme with Andrew Pace of Degree of Green. Degree of Green was started back in 2007 as a rating system to educate consumers and retailers about the different facets of green.  But today, Degree of Green is an educational portal to teach people how to build healthy AND green.
    On this week's podcast, you’ll learn how many chemicals dwell inside your home and where there they tend to be most prevalent. You’ll also learn about the varying degrees of what is considered green, with some surprises along the way as we talk about Degree of Green’s proprietary green rating system. If you’re looking to Clean up your existing home or a new one, this is a podcast you won’t want to miss.
    Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
    And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!
     
    Resources for this podcast:
    Andrew Pace Degree of Green Degree of Green Podcast @ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living Index Thematic Signals

    • 41 min
    Ep 12 Keys to July Retail Sales and Walmart results, plus the big threat to German Auto Industry

    Ep 12 Keys to July Retail Sales and Walmart results, plus the big threat to German Auto Industry

    On this episode of the Thematic Signals podcast, we’re digging into the July Retail Sales and quarterly earnings results from Walmart as both confirm the hard-blowing tailwinds associated with our Digital Lifestyle, Middle-Class Squeeze, Aging of the Population and Cleaner Living Investing themes.
    We also breakdown a recent article in The Wall Street Journal that discusses how one aspect of our Cleaner Living investing theme — electric vehicles — could threaten the German economy. It’s the same structural shift that should have folks more than a little concerned about Tesla, both its business as well as its shares. All that and much more on this episode of the podcast. 
    Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
    And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!
    Resources for this podcast:
    @ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living IndexThematic Signals

    • 30 min
    Ep 11. Think that’s clean water you’re drinking? Guess again.

    Ep 11. Think that’s clean water you’re drinking? Guess again.

     
    On this episode of the Thematic Signals podcast, we’re tackling an aspect of our Cleaner Living investing theme that most people tend to take for granted – clean water. To dig into the subject, we speak with Dr. Roy Speiser of water and air filtration company CWR Environmental Products, who for over 35 years has championed the cause to mitigate air and waterborne toxins. As you’ll hear, because of environmental abuse, industrial greed and governmental neglect, the harsh reality is our water supply is not as clean or as safe as we think it is. Dr. Speiser explains how you can find out the state of your own water supply, what common contaminants you’re likely to find, and offers some helpful suggestions on how to ensure you have a clean water supply. He also shares exactly what kind of portable drinking water bottle you should be using, and likely it's not that metal one you might be carrying around.
    Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
    And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!
     
    Resources for this podcast:
    Roy Speiser CWR Environmental Products @ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living Index Thematic Signals

    • 49 min
    Ep 10 Beyond Meat – The Next Tesla or the Next Palm?

    Ep 10 Beyond Meat – The Next Tesla or the Next Palm?

     
    We are just back from vacation and hitting the ground running during arguably one of the busiest weeks of the year. In addition to the usual end of the month, start of the month economic data, we’ve got more than 1,000 companies reporting quarterly earnings; the Fed’s next FOMC meeting; and the next Democratic presidential debate. And that’s what we know about. We dig into all and share where we think the market could be capped if the trend in earnings continues. We also share our thoughts on Cleaner Living company Beyond Meat (BYND), whose shares have been nothing short of a rocket ship ride, but is that rise likely to continue? We discuss just that and much more on this podcast episode. 
    Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
    And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!
     Resources for this podcast:
    @ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living Index Thematic Signals  
    Stocks Mentioned: BYND, UPS, TSN, PPC, SFM, AMZN, AAPL, NFLX, TSLA, DIS, T, CMCSA, GM, F, FCAU

    • 30 min

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