Thematic Signals
En podkast av Tematica Research
15 Episoder
-  Ep 15: Trump and Trade, Apple event thoughts and Volkswagen swings at TeslaPublisert: 12.9.2019
-  Ep 14: A Fixed Income View on the Current MarketPublisert: 5.9.2019
-  Ep 13 Cleaner Living Solutions with the Degree of GreenPublisert: 21.8.2019
-  Ep 12 Keys to July Retail Sales and Walmart results, plus the big threat to German Auto IndustryPublisert: 16.8.2019
-  Ep 11. Think that’s clean water you’re drinking? Guess again.Publisert: 6.8.2019
-  Ep 10 Beyond Meat – The Next Tesla or the Next Palm?Publisert: 31.7.2019
-  Ep 9. How the Tapestry of Earnings is Coming TogetherPublisert: 19.7.2019
-  Ep 8. Will Fed Chairman Powell reset dovish interest rate expectationsPublisert: 9.7.2019
-  Ep 7. With the G20 in the Rearview Mirror What's Next?Publisert: 2.7.2019
-  Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living IndexPublisert: 26.6.2019
-  Using Options to Protect Yourself in an Uncertain MarketPublisert: 21.6.2019
-  What’s Behind the Commodities Rally?Publisert: 18.6.2019
-  Ep 3. What's Next for ETF'sPublisert: 13.6.2019
-  Ep 2. The G20 Summit Will Determine What the Fed Does NextPublisert: 10.6.2019
-  Ep 1: The Winners and Losers in the Fight for Consumer Wallet SharePublisert: 29.5.2019
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Each week on the Thematic Signals podcast, we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes. On each episode, we not only discuss key events that are shaping the stock market, but we also look at key sign posts for the changing economic, demographic, psychographic, and technological landscapes that are driving the structural changes occurring around us. Hosted by Chief Investment Officer Chris Versace, this new podcast from Tematica Research replaces the previously published Cocktail Investing Podcast.
