Cocktail Investing

Download Episode   This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins discuss numerous current headlines that illustrate the power of some of Tematica’s investing themes. The powerful intersection of Content is King, Connected Society and Disruptive Technology themes has driven a company like Apple to evolve from primarily a hardware and associated OS developer into now producing shows with Hollywood stars Jennifer Aniston and Reese Witherspoon. Apple is also moving deeper into our Cashless Consumption theme as its latest iOS beta software debuts Apple Pay Cash The combined force of Disruptive Technology, Connected Society and Cashless Consumption is lifting millions of people in sub-Saharan Africa out of poverty. While the velocity of corporate earnings begins to slow, we’re once again hearing of brick & mortar retail woes as same-store-sales growth continues to fall. Our mixologist also breakdown the current state of the markets and analyze the latest economic data rollin