Cocktail Investing

Download Episode   As the 2Q 2017 earnings onslaught continued this week, Chris Versace, Tematica’s Chief Investment Officer, made his way to Singapore to keynote INVESTFair 2017. In this week's episode, Chris catches up with Lenore Hawkins, Tematica’s Chief Macro Strategist, and shares his first-hand findings that Singapore is embracing Tematica’s Cashless Consumption investing theme. The two then talked about other notable developments with regard to Cashless Consumption as Microsoft’s (MSFT) Skype brings the ability to “send money” through its new partnership with PayPal (PYPL), and India’s Paytm targets Facebook (FB) as it morphs its payments platform to include messaging. Could riding the Connected Society and Cashless Consumption tailwinds make Paytm India’s answer to WeChat, which serves nearly one billion users in China? Rounding out our thematic conversation, we hear once again that body cameras aren’t always friendly to police officers… ah, how some forget what always on, always connected means.