Cocktail Investing

Download Episode During this week’s Cocktail Investing episode, Tematica’s Chris Versace interviews none other than Tematica’s Chief Macro Strategist, Lenore Hawkins, to discuss among other things how the global macro landscape fits into our thematic lens and why it is so important to investors and business folks alike. During the conversation, Lenore reveals how she became fascinated with understanding the economy, as well as the why behind it. In sharing her biggest misstep with the economy, Lenore shares how listeners can benefit from those learnings as well as what tools she uses to not only stay on top of all the data, but how to put it into perspective. As Lenore explains, in today’s increasingly faster and faster world, taking the time to understand the underlying data, what it means and why it is happening makes all the difference when constructing view be it for the global economy or your investing portfolio. Lenore also shares, where she thinks we are in the current business cycle, how to spot the s