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 leave Cocktail Investing behind, we are launching the Thematic Signals podcast. 

Is anything changing?

Only the name. The same great noise distillation will continue unabated provided you follow us to the new show. The new episodes will be posted on Tematica Research, iTunes, Spotify and elsewhere. 

I encourage you to subscribe so you don’t miss an episode. For example, on the inaugural Thematic Signals podcast I explain from a thematic perspective what is happening and why with retailer earnings, and which retailers are positioned to benefit from a thematic perspective. I also explain exactly why retail is a key part of the US economy and how it drives nearly 20% of the S&P 500. 

Here’s a link to that Thematic Signals podcast for your listening pleasure! 

See you at the new show!

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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