Christopher Versace
Cocktail Investing
Good podcast? Give it some love!
Christopher Versace
Cocktail InvestingEpisodes
Christopher Versace
Cocktail Investing
Good podcast? Give it some love!
Rate Podcast
Best Episodes of Cocktail Investing
Mark All
Search Episodes...
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 a
On today’s podcast we discuss the renewed sense of uncertainty in the stock market following the US-China trade SNAFU that is simply not what investors were expecting just 10 days ago. With weeks to go until the next round of trade talks, inves
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
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 Wil
As we get ready for more than 685 companies to report their March quarter results this week, there are apt to be a number of key data points for our Digital Infrastructure, Digital Lifestyle, Rise of the New Middle Class, Guilty Pleasure and Cl
On this episode of the Cocktail Investing Podcast, we share not only what the Fed said exiting its latest monetary policy meeting, but how and why that was very different from the last few of these meetings. It comes as no surprise that Fed Cha
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 Popula
On this episode of the Cocktail Investing Podcast, we dig into the what’s driving of stock market’s best runs in over 20 years, one that has the S&P 500 up nearly 12% year to date. A more dovish Fed and seeming progress on US-Trade are the like
On this episode of the Cocktail Investing Podcast, we are just back from InsideETFs 2019, the trade show for exchange traded funds and we share some observations and thoughts on what we saw. Some interesting things coming at investors in the co
Stocks pop in January, but earnings continue to come down On this episode of the Cocktail Investing Podcast, we close the books on one of the best Januaries in years for the stock market and trace back the reasons for its inflection point fro
The December quarter earnings season has moved into higher gear with more than 250 companies reporting this week. With roughly 15% of the S&P 500 having issued its reports, the results are falling short of historical comparisons while the e
The 4Q 2018 earnings season has begun and thus far we’ve had a number of high profile companies, including Apple (AAPL), Samsung, Ford (F), Sherwin Williams (SHW), and Macy’s (M), preannounce weaker than expected results for the quarter. This f
With roughly a handful of trading days left in 2018, Tematica’s mixologists, Lenore Hawkins and Chris Versace, trace back some of the pivotal events of the last year that have been the primary drivers behind where the global economy, geo-poli
The headlines and the markets have been heavily focused this week on the rising risk that the United Kingdom will exit the European Union without any agreement. Prime Minister Theresa May just barely managed to hold onto her job after a vote of
As we head into the depths of the holiday shopping season, we enjoyed an incredible conversation with Beck Besecker is the co-founder and CEO of Marxent. Founded 2011, Marxent’s 3D technology solutions that leverage virtual reality and augmen
On this week’s Cocktail Investing Podcast, Tematica’s Lenore Hawkins and Chris Versace center not only on the rash of holiday shopping data coming out of the Thanksgiving to Cyber Monday period but also discuss Fed Chairman Powell’s “near neu
Amid what is supposed to be relatively quiet Thanksgiving holiday week for the stock market and investors, the trials and tribulations of the last few weeks have continued focusing rather intently on the technology sector these last few days.
This week on the Cocktail Investing podcast our resident mixologists - Chris Versace, Tematica Research’s Chief Investment Officer and Lenore Hawkins, Tematica Research’s Chief Macro Strategist – talk about major changes underfoot in the equi
As we push past Halloween and focus on the upcoming holidays, this week we’re joined by Katherine Cullenfrom the National Retail Federation to hear about what her organization expects for retailers during this year’s holiday shopping season.
During August and September, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, shared their views and convictions surrounding the risks to be ha with the current September quarter earnings season and corporate guidance. As we’v
On this week’s podcast, we are joined once again by Jamie Wise, founder of Buzz Indices, a Toronto-based hedge fund that has also created the index which powers the BUZZ US Sentiment Leaders ETF (BUZ). That index is leveraging artificial intell
On this week’s podcast, Tematica’s mixologists, Lenore Hawkins and Chris Versace, take a thematic deep dive on the September Retail Sales Report. With the consumer directly or indirectly accounting for nearly two-thirds of the domestic econom
On this week’s podcast Tematica Research’s®mixologists, Lenore Hawkins and Chris Versace, tackle the recent shifts in investor sentiment that led to some big pain this week in the US stock market. They trace the impetus for the recent moves b
On this week’s podcast, we are joined once again by Lee Safar, Chief Ship Steerer of Elixir Specialty Coffee this time to talk the sharp drop of coffee prices – what it means today and for the coming 12-24 months. Because of the current bumper
This week we’re joined by joined by long-time friend Frank Curzio of Curzio Researchand the host of the Wall Street Unplugged Podcast. Both of the Cocktail Investing Podcast mixologists, Lenore Hawkins and Chris Versace, have been on Frank’s p
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us