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Sep 12, 2019

On this episode of the Thematic Signals podcast, Tematica’s Chris Versace breaks down the latest trade developments (including why he doesn’t think a two-step deal is likely) and discusses the European Central Bank rate cut before shares his thoughts on the continued plight of brick & mortar retail as Forever 21...


Sep 5, 2019

On this episode of the Thematic Signals podcast, host Chris Versace is joined by Peter Tchir, who is the Head of Macro Strategy at Academy Securities. While Chris has a thematic focus, Peter’s is from the fixed income vantage point, which means he tends to focus on credit and risk. Despite the different approaches,...


Aug 21, 2019

 

On this episode of the Thematic Signals podcast, host Chris Versace digs more into Tematica’s Cleaner Livinginvesting theme with Andrew Pace of Degree of Green. Degree of Green was started back in 2007 as a rating system to educate consumers and retailers about the different facets of green.  But today, Degree of...


Aug 16, 2019

On this episode of the Thematic Signals podcast, we’re digging into the July Retail Sales and quarterly earnings results from Walmart as both confirm the hard-blowing tailwinds associated with our Digital Lifestyle, Middle-Class Squeeze, Aging of the Population and Cleaner Living Investing themes.

We also breakdown a 


Aug 6, 2019

 

On this episode of the Thematic Signals podcast, we’re tackling an aspect of our Cleaner Living investing theme that most people tend to take for granted – clean water. To dig into the subject, we speak with Dr. Roy Speiser of water and air filtration company CWR Environmental Products, who for over 35 years has...