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 104: Bye bye Cocktail Investing and hello Thematic Signals Podcast

EP 104: Bye bye Cocktail Investing and hello Thematic Signals Podcast

For more than two years, we’ve used our thematic lens to distill the everyday noise around into clear investing signals. We’ve shared thematic signals for our 10 investing themes, shared conversations with management teams, portfolio managers and key thought leaders.  But after more than 100 Cocktail Investing podcasts, we are making a change. As we […]

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Ep 102: Getting down with Dan Ahrens, AdvisorShares Pure Cannabis ETF

Ep 102: Getting down with Dan Ahrens, AdvisorShares Pure Cannabis ETF

On today’s podcast, we sit down with Dan Ahrens, the portfolio manager of the AdvisorShares Pure Cannabis ETF (YOLO), the first actively managed ETF with a dedicated cannabis investment mandate domiciled in the United States. Dan is no stranger to the investing in vice stocks (tobacco, gaming, alcohol) and he is bringing that experience and […]

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Ep. 101: Why Apple Will Be the Only Smartphone Survivor

Ep. 101: Why Apple Will Be the Only Smartphone Survivor

We’re halfway through the March quarter earnings season and so far, aggregate earnings for the S&P 500 is running ahead of expectations, and that has helped drive the market to new highs. Yet, as evidenced by results from 3M, Tesla, Sherwin Williams, Gorman Rupp and others that are feeling the impact of the slowing global […]

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Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend.

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Ep 97: Buffett, Musk and what’s next for stocks

Ep 97: Buffett, Musk and what’s next for stocks

Tucked inside his latest annual shareholder letter, Warren Buffett offers insight into what could be next for investors, which meshes very well with our thematic investing approach. On this episode of Cocktail Investing, we break that down and share where to look for opportunities as we discuss several thematic signals. Given the timing of the podcast, we also share some thoughts on the latest SEC related issue with Elon Musk and his Twitter account.

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Ep. 95: Short Selling Anyone

Ep. 95: Short Selling Anyone

While some issues that plagued the market towards the end of 2018 have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. Plus Thematic Signals from Apple, Netflix, Amazon, Facebook, PepsiCo, Hershey and Proctor & Gamble.

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Ep 94: Why Netflix Should Be Afraid of Fortnite

Ep 94: Why Netflix Should Be Afraid of Fortnite

Thematic signals for this week span our Digital Lifestyle investing theme as we explain why we think Netflix (NFLX) is right to be scared of not Hulu but Fortnite. Our Digital Lifestyle theme meshes with Aging of the Population as the use of sensors and other technologies are being used to keep tabs and assist our aging loved ones. Beer may be a shrinking Guilty Pleasure of choice in the US as consumers continue to flock to wine and other alternatives.

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