Cocktail Investing

  Download Episode   The potential earnings expectations discrepancy between tax reform, GDP, and stocks Coming off the holidays, entering 2018, and despite the disruption from snow bomb cyclone Grayson, Tematica’s investing mixologists Chris Versace and Lenore Hawkins are back with a short recap on 2017 and discuss what market watchers are focusing on over in January. Next week brings the technology-infused CES 2018, an annual tradeshow that blurs the lines between our Connected Society and Disruptive Technologies investing themes. With a sense of humor, Chris and Lenore discuss several new technologies from 5G to haptic virtual reality (VR) that are poised to make headlines during the show and further transform our digital lives. After the Martin Luther King holiday, 4Q 2017 earnings season gets underway and while the market is focused on tax reform-laden EPS upside to be had, Lenore and Chris offer a sobering take on what some of the potential shortfalls are that could weigh on both the economy and the s