Cocktail Investing

  Amid what is supposed to be relatively quiet Thanksgiving holiday week for the stock market and investors, the trials and tribulations of the last few weeks have continued focusing rather intently on the technology sector these last few days. Amid the sea of red, the questions most investors are asking are – What is going on? What do I do next? We talked about what is going and what most investors are missing in last week’s podcast, and in terms of what to do, we’re digging into the podcast archives to present a conversation between Tematica’s Chief Macro Strategist, Lenore Hawkins, as she has Tematica’s Chief Investment Officer, Chris Versace, through the ins and outs of thematic investing. At the heart of thematic investing is recognizing the tailwinds associated with the changing landscapes that are in and around us every day. As we give thanks this week and reflect, it seemed like a good time to revisit this podcast and what makes our thematic investing lens shine. As you finish listening to this, you