Cocktail Investing Ep 39: Aging of the Population

Cocktail Investing Ep 39: Aging of the Population

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This week, Tematica’s investing mixologists Chris Versace and Lenore Hawkins do a deep dive on our Aging of the Population investing theme. The simple fact is both the U.S. and global population are skewing older and this dynamic has a number of ramifications for companies, some of which will ride that tailwind and cater to the emerging demand and pain points of an older population while others see their business hit a profound headwind. Lenore and Chris talk about these as well as discuss the larger headwinds this investment theme for economic growth to be had as the aging population continues to grow over the ensuing decades.

Along the way, our mixologists talk about which companies are poised to prosper from the intersection of our Aging of the Population theme with our Connected Society, Cash-strapped Consumer and Disruptive Technology investing themes. And they even share the term “CamperForce,” something that has been of keen use to Amazon and is likely to be for Wal-Mart and others as they ramp their e-commerce businesses.

Companies mentioned on this podcast

  • Alphabet (GOOGL)
  • Amazon (AMZN)
  • Apple (AAPL)
  • Charles Schwab (SCHW)
  • Facebook (FB)
  • Fitbit (FIT)
  • LPL Financial (LPLA)
  • Johnson & Johnson (JNJ)
  • Sonos
  • United Parcel Service (UPS)
  • Wal-Mart (WMT)

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Books we’re currently reading:

About the Author

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.

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