Author Archives: Lenore Hawkins & Chris Versace

About Lenore Hawkins & Chris Versace

Lenore Hawkins serves as the Chief Macro Strategist for Tematica Research. With over 20 years of experience in finance, strategic planning, risk management, asset valuation and operations optimization, her focus is primarily on macroeconomic influences and identification of those long-term themes that create investing headwinds or tailwinds. Chris Versace is Tematica's Chief Investment Officer and editor of Tematica Investing newsletter. All of that capitalizes on his near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks.
Ep 73: Can the Market Continue Its Run Through the End of 2018?

Ep 73: Can the Market Continue Its Run Through the End of 2018?

From contagion concerns spilling over from Turkey to escalating tariffs between the US and China, more signs of inflation heating up even as more economic data of late has missed expectations, it’s not the ho-hum end of summer many had been hoping for. That’s why we called in long-time friend Keith Bliss of DriveWealth for a conversation on all of those things as well as where he sees the markets heading by year end.

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Ep 72: Underneath the Explosion in Passive Investing and ETF’s

Ep 72: Underneath the Explosion in Passive Investing and ETF’s

A chat with Michael Mell, Senior Director, Custom Indices at S&P Dow Jones Industries to discuss the explosion in passive investing. Underneath the hood of a passive ETF is an index that it tracks that defines its investment strategy and style. The explosion in passive investing and ETFs have given rise to a plethora of custom indices, hence Chris’s conversation with Michael about the ins and out of passive investing and indexing

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EP 70: The Evolving Cannabis Industry

EP 70: The Evolving Cannabis Industry

With more headlines these days about the potential therapeutic uses of Schedule 1 substances, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with William Kelly, Managing Partner at AgriCascadia about the evolving cannabis industry on this week’s podcast. Bill has an incredible track record of being on the cutting edge of major technology and social changes as the co-founder of Sapient Health Network (previously WebMD), Learning.com and ReelDx.

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Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

One of the largest self-created holidays known to man – Amazon’s Prime Day — as well as the competitive response that has emerged for retailers, the geo-political and trade happenings over the last few weeks and how a global slowdown has ratcheted up risk even as the US stock market continues to march higher, and concerns for the upcoming earnings season and a step down in the speed of the domestic economy is likely in the current quarter.

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Ep 68 – Agricultural Commodities and the New Middle Class

Ep 68 – Agricultural Commodities and the New Middle Class

Spinning out of the mounting trade and tariff talk over the last few months, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with Teucrium Trading’s Sal Gilbertie on this week’s podcast. Not only is Sal a died in the wool farmer, but he’s also one of the management team behind Teucrium’s agricultural commodity-focused ETFs.

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Ep 66: The Turning of the Liquidity Tide as Boomers Head into Retirement with Jesse Felder of The Felder Report

Ep 66: The Turning of the Liquidity Tide as Boomers Head into Retirement with Jesse Felder of The Felder Report

As the narrative of the synchronized global economy is weakening and the U.S. is just starting to feel the impact of the Federal Reserve’s rate hikes, we spoke with Jesse Felder of the Felder Report to discuss his view of the US and global economy and how he sees the global liquidity tide turning.

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Ep 64 The Fed, GDP and the consumer with Bankrate’s Mark Hamrick

Ep 64 The Fed, GDP and the consumer with Bankrate’s Mark Hamrick

With trade and tariffs once again making headlines ahead of the G7 meeting and next week’s US-North Korea summit, as well as the Fed’s upcoming June FOMC meeting, on this week’s podcast Tematica’s mixologists talk with Mark Hamrick, Washington Bureau Chief, Senior Economic Analyst at Bankrate.comand President of the Society for Advancing Business Editing and Writing (SABEW).

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