Cocktail Investing

Download Episode   This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins discuss the impact of the twin hurricanes on the economic data coming in, with another potentially on the way, and the fallout from the horrific event in Las Vegas. Our Safety and Security investing theme takes front stage as Congress questions the former CEO of Equifax and the nation tries to cope with the pain and devastation caused by both Mother Nature and a single twisted soul in Nevada. As we head into the holiday shopping season, our Connected Society theme presents major headwinds to brick and mortar retailers, while those who “get it” in the online and mobile shopping sphere stand to capture even more market and wallet share. Chris and Lenore also debate Amazon and Walmart, the Pepsi and Coke of the future of retail? We also discuss some fascinating data trends, including why Wal-Mart is once again trotting out its layaway program this holiday shopping season. For those who want to see the charts as wel