Cocktail Investing

  Download Episode   Equities get wobbly as bond yields heat up while bitcoin continues to make headlines amidst a GDP miss for the 4Q as the greenback falls even further Tematica’s investing mixologists Chris Versace and Lenore Hawkins share some take-aways from this month’s Inside ETF conference and discuss what is happening in the Blockchain/bitcoin world that has so many captivated. Chris and Lenore then breakdown last week’s December quarter GDP that came in below expectations and what it means in the context of earnings estimates for 2018 that have been revised upward over the past few weeks to an unprecedented level. They point out just how much of the GDP growth was dependent on consumer spending and what that means going forward as consumer debt climbs while the personal savings rate drop to near record lows. Tematica’s duo then tackle the recent market turbulence, what is likely driving it and what you need to be watching in the days and weeks ahead. We are seeing a boom in M&A of historic pro