Cocktail Investing

In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. A few highlights include:   (02:50) The International Triple Threat: While attention is focused on the UK elections, there are three other risks that are coming into focus in Europe, including North Korean leader Kim Jon Un, Beppe Grillo potentially becoming the Italian Prime Minister and the current ongoings in Washington. (06:36) Lenore Gets Jolted from the JOLTS! Why the April JOLTS report served as strong reminder that several headwinds to economic liftoff remain… hint: it’s good news for our Tooling &Retooling investment theme. (11:42) Biz Roundtable: Curb Your Enthusiasm: Despite the Business Roundtable’s upbeat CEO Economic Outlook Index for the current quarter, standalone comments from Wells Fargo and Toronto-Dominion paint a much different picture. (20:50) Why we’re not su