Podcasts about tematica research

"In today's interview with Daniela Cambone, Chris Versace, Chief Investment Officer and thematic strategist at Tematica Research, breaks down why inflation is still “sticky” and what that means for the market. He explains that Powell and the Fed are not in a rush to cut rates, waiting for more economic data. Plus, he shares what investors should watch next—essential information to navigate the evolving economic landscape."Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️https://calendly.com/itmtrading/podcastor Call 866-349-3310

The US Federal Reserve has been closely watching wage growth out of concern that faster-than-normal pay gains may add to inflation pressures. Chris Versace, CIO of Tematica Research tells IG's Angeline Ong it's the average hourly earnings print that will feed into the Fed's thinking, surrounding the timing of its first interest rate cut.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

Transformative or troubling? Buy-now-pay-later (BNPL) products are a type of short-term loan offered at point of purchase, with little in the way of checks, fees or interest. IG's Angeline Ong caught up with Tematica Research's CIO Chris Versace to find out why he thinks BNPL is here to stay, especially in a time when the ‘stretched consumer' narrative is likely to continue.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.Follow us on Twitter, Instagram, and YouTube“Your capital is at risk. 71% of retail CFD accounts lose money"

Traders brace for earnings from Nvidia, a raft of Fed speakers, and flash manufacturing and services PMIs as Wall Street continues to grind upwards. Chris Versace, CIO of Tematica Research joins IG's Angeline Ong to discuss why he thinks the S&P 500 could breach 5,600 by the end of 2024.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 71% of retail CFD accounts lose money*

Price pressures in the US are creeping back in, says Chris Versace CIO of Tematica Research, and this could mean the Federal Reserve could push back on expectations for 6 interest rate cuts in the coming months. Versace also discusses the outlook for tech stocks in 2024 with IGTV financial analyst @Angeline Ong  

Tematica Research Head of Indexing Mark Abssy joined Steve Darling from Proactive to share insights regarding the market report that shows the performance of Digital Infrastructure and Connectivity companies in October. According to Abssy, Digital Infrastructure and Connectivity companies, like the broader equity market, faced challenges in October, with the index declining by 6.24% during the month. The advance/decline perspective was also challenging, with 15 companies in the index seeing gains, while 48 companies lost ground. However, amidst the market challenges, there are some bright spots and positive prospects for Digital Infrastructure. One notable development is a new wave of investment as the 5G rollout progresses from its initial stage to the second stage, where existing networks undergo densification. This transition marks the beginning of the real impact of 5G technology, driving the industry forward and leading to record-setting investment flows in the digital infrastructure space. Abssy highlighted key companies that demonstrated positive performance in this environment. For instance, American Tower, a Digital Transmission company, saw its stock trade up by 9.34%. Arista Networks, a Digital Connectivity company, also rose by 8.94% due to strong quarterly results, which led to analyst rating upgrades and increased price targets. In summary, despite market challenges in October, the digital infrastructure and connectivity sector is experiencing growth opportunities, particularly as 5G technology continues to advance. Companies that are well-positioned to benefit from this trend are attracting investment and showing positive performance in the market. #proactiveinvestors #hanetf #5GTechnology #InvestmentOpportunities #TechMarket #EarningsReport #MarketTrends #DigitalEconomy #InfrastructureInvestment #VirtuousCircle #GovernmentSpending #LongTermInvesting #MarketAnalysis #TechnologySector #FinancialNews #EconomicOutlook #MarketInsights #DigitalTransformation #InvestmentStrategies #EconomicTrends #FutureTech #TechInvestments #5GExpansion #DigitalGrowth #MarkAbssyInterview #InvestmentOutlook#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Tematica Research Head of Indexing Mark Abssy joins Thomas Warner from Proactive to discuss the current state of the digital connectivity and infrastructure markets. Abssy highlights the general pullback in equities in September, attributing it to persistent inflation fears and concerns of potential recession and potentially even a prolonged depression. Despite the downturn, he emphasises the ongoing demand for digital infrastructure, driven by increasing digitisation and the need for supportive infrastructure. He mentioned the "virtuous circle" of technology investing, where despite global challenges, the internet's usage continues to grow. Abssy also touched on macro pressures affecting the market, including recent events in Israel impacting oil markets and concerns about the Strategic Petroleum Reserve in the US. He concluded by emphasising the enduring demand for both digital and physical infrastructure. The Tematica BITA Digital Infrastructure and Connectivity Sustainability Screened Index aims to capture the market performance of a basket of global and publicly listed companies that derive over 80% of their revenue or earnings from the provision of at least one of the following services: Data Centers, Data Networks, Digital Connectivity, Digital Transmission, Digital Processing, Digital Services and Intellectual Property. #MarkAbssy #TematicResearch #HANetf #DigitalConnectivity #DigitalInfrastructure #EquitiesPullback #TechnologyInvesting #GlobalMarkets #InflationFears #StrategicPetroleumReserve #InternetUsage #GlobalChallenges #OilMarkets #PhysicalInfrastructure #ProactiveInvestors #strategic #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Immerse yourself in a captivating conversation as I, your trusty podcast host, team up with Chris Versace, Chief Investment Officer at Tematica Research and co-manager of TheStreet.com's Action Alerts Plus portfolio. Navigate the intricate world of thematic investing as Chris reveals his unique approach that hinges on structural changes in the economy, demographics, technology, and psychographics to handpick investment strategies. Unearth the secrets behind his roles, both at Tematica Research and TheStreet.com, where he offers invaluable insights to members daily.Ever imagined the disruptive potential of AI? Together, we will illuminate the path to identifying and differentiating investments in AI and thematic models. Gain insight into the criticality of understanding holdings and position sizing when investing, and the art of discerning between fads and lasting themes. Listen on as we probe the potential of AI to shake up industries and the telltale signs of companies desperately clinging to the AI lifeline. As we pivot to discuss commodity futures and thematic investment opportunities, Chris presents his analysis on commodities not responding to increasing demand and the implications of China's comments of a stronger second quarter.Step into the future of trading and investments, as we delve into technology's impact on investors and the surge of the DIY investor. Get ready to broaden your perspective with our discussion on emerging themes that warrant more attention, such as data privacy and digital identity. And no conversation is complete without diving into the shifting demographics of the US, the advent of the new middle class, and China's increasing disposable income. Trust us, you won't want to miss out on this mind-opening conversation. Last but not least, learn about the best places to follow Chris J. Versace across social media platforms and why it's crucial to keep tabs on his Tweets. Come join us in this enlightening journey through the realm of thematic investing strategies and the pulse of the current market.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing “AxKicker Podcast” for the Power Your Advice series. Michael is joined by Chris Versace, the Chief Investment Officer and Thematic Strategist at Tematica Research: the lead Portfolio Manager for the Action Alerts Plus newsletter.  Michael and Chris dive … Continue reading Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace →

Tematica Research Head of Indexing Mark Abssy joins Natalie Stoberman from the Proactive studio to discuss its latest Digital Infrastructure and Connectivity report. Tematica Research provides independent Registered Investment Advisors (RIA's), financial institutions and self-directed investors with equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. #proactiveinvestors #tematicaresearch #hanetf #etf #digitaletf #investors

"The Fed's playbook is to go bigger for longer," warns Chris Versace, chief investment officer of Tematica Research. Versace tells our Daniela Cambone, "there will be 50 to 75 bps hikes at the November and December FOMC," based on the inflation data forecasted through the rest of 2022. He urges viewers not to "fight the Fed" as the housing market rolls over and highlights that the Fed warned, "there will be some pain experienced." The strength of the U.S. dollar is holding gold down, "but other commodities are rallying such as wheat, corn, soybeans, and others," Versace concludes.

Tematica Research's Chris Versace joined Proactive to speak about the long-term outlook for digital infrastructure and how he sees it navigating any economic slowdown. The HANetf & Quikro Digital Infrastructure and Connectivity UCITS ETF - DIGI - captures the companies that enable the digital applications of today and those that will redefine how people work, live and play tomorrow. DIGI provides exposure to the explosive growth of the digital infrastructure virtuous cycle of expanding data, applications, and bandwidth that drives exponential network growth and the development of new technologies.

"Good news is not good enough," from earnings reports to positive economic data with weighted market uncertainty being at the center of it all, says Chris Versace, Chief Investment Officer of Tematica Research. "We're almost seeing a repeat of the first quarter in 2020," he tells our Daniela Cambone, "but the catalyst is different." "Consumer inflation-fighting stocks are a great safe haven and are companies with an elastic business model," Versace continues when asked about the best place to store money over the next year. He predicts that a "mini-supply chain issue," will arise once China finds its way out of the current Covid resurgence. Due to the Fed facing a lag in the implementation of monetary policy, a soft landing is not likely, Versace concludes.

Tematia Research Chief Investment Officer Chris Versace talks to Proactive about HANetf's Cleaner Living ESG-S UCITS ETF (NYSE:DTOX), which is focused on companies with an emphasis on providing a healthier lifestyle and environmentally low-impact goods and services. This fund seeks to benefit from a broad range of products and services benefitting from the accelerating structural shift in consumer spending towards cleaner and more environmentally friendly solutions. DTOX offers exposures across 5 segments; Cleaner Food & Dining, Cleaner Health & Beauty, Cleaner Building & Infrastructure, Cleaner Transportation, and Cleaner Energy.

HANetf and Tematica Research's Chris Versace talks to Proactive about its November Cleaner Living ESG Market Report. Versace says he is seeing a 'structural shift' that is unfolding in consumer's preferences and spending for what they are putting both in and on their bodies as well as the environmental impact of using these goods and services, prompting corporations to begin to adjust positioning, product lines and production that better reflect consumer preferences and values.

Tematica Research's Chris Versace joined Proactive to speak about HANetf and Quickro's November digital infrastructure and connectivity report and the performance of the Digital Infrastructure and Connectivity ETF. Versace highlights how the US's $1 billion infrastructure bill, signed by President Joe Biden into law today, impacts the area, as well as significant M&A activity in the data center space.

Lenore Hawkins joins Kevin to discuss macroeconomics and the implications on portfolio construction for financial advisors today. Lenore is the Chief Macro Strategist at Tematica Research popular market commentator. They discuss inflation, corporate taxes, the rise in the 10YR and the implications of the economy opening up. Learn more about Tematica Research Follow Lenore Hawkins on Social: TwitterLinkedInFollow Kevin Simpson & Capital Wealth:TwitterKevin Simpson LinkedInCWP LinkedInLearn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​Disclosures: https://capitalwealthplanning.com/social-media-disclosures/Episode 3

In this episode, Ed speaks with Chris Versace, Chief Investment officer of Tematica Research, about the trend in adoption of thematic investing.

Macroeconomist Elle Hawkins of Tematica Research spends her days figuring out what the economy is doing (or is not doing) and her nights dancing to everything from Dubstep to Tchaikovsky. Listen as Hawkins tells Nic about sneaking out to see bands on the Sunset Strip as a teenager and her belief that Mozart would have been a great dubstep DJ.

Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX. Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Chris Versace: --Twitter: https://twitter.com/chrisjversace --LinkedIn: https://www.linkedin.com/in/chrisverace/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.

Tematica Research, index providers for HANetf's Digital Infrastructure and Connectivity ETF (LON:DIGI) Chief Investment Officer of Chris Versace tells Proactive the group is trading up 7.6%, top holdings being PayPal Holdings, Square, Shopify, and Intel. The fund tracks an index of companies that are positioned to benefit most from the explosive growth of the digital infrastructure virtuous circle of expanding users, data, applications, and bandwidth. Versace says thematically, he believes remote working is here to stay, with more companies noticing productivity improvement: the connectivity of devices and broadband network fueling this charge.

Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.

Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss some of the potentially positive things she sees coming out of this crisis.   Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to.   Tematica Research: www.tematicaresearch.com   $SPY $DIA $OLED   Follow Lenore on Twitter: https://twitter.com/EllesEconomy

Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon.     $MCD $CCL $JNJ $BAC $LVS $BLK     Follow Chris on Twitter: https://twitter.com/ChrisJVersace

Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze.     AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP     Follow Chris on Twitter: https://twitter.com/ChrisJVersace   Follow Mark on Twitter: https://twitter.com/AbssyMark

Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcastLink: https://bit.ly/2UdwF8I

Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world.   We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US.       Follow Lenore on Twitter: https://twitter.com/EllesEconomy

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.

Since the coronavirus hit a few months ago, it’s brought several countries to a grinding halt. As of this week, that list now includes Italy, which just put its citizens under quarantine. Lenore Elle Hawkins, chief macro strategist for Tematica Research, is there right now, and she joined Frank by phone this week to discuss the quarantine… and how she sees the virus impacting the U.S. Lenore also shares a few of the sectors she’s keeping a close eye on as the market moves lower [24:42]. Despite coronavirus volatility, the market is still expensive at current levels. As the first quarter nears its close, I explain why current estimates are too high… and could cause a lot more pain ahead. Still, once the market bottoms, there will be a great opportunity to go bargain hunting for the best stocks. These are the stocks and sectors to pay attention to… [52:00] -------------------------------- Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ -------------------------------- Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor. 

Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.  

Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.  

Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data.   $HLT $MMYT $AMAT $CSCO $BABA

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention? Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN

This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN.     Connect With The Guests   Lenore: www.twitter.com/EllesEconomy Chris: www.twitter.com/ChrisjVersace

On today’s show, I welcome back Lenore Hawkins, chief macro strategist for Tematica Research. Lenore joins me from Italy to break down the problems surrounding the fourth-largest European nation…   She covers short and immediate-term issues, including super-high sovereign debt, slowing growth, and a new political regime that she refers to as “jokers.” Lenore also explains why a crash in this country would have a far greater impact on the global economy than Greece, Turkey, and Brexit. In my educational segment [53:07], I break down my trip to the Silver & Gold Summit in San Francisco. I’ll give you the scoop on my one-on-one meetings with industry legends… a huge catalyst that could push mining stocks up tremendously in the short term... and some of my favorite stock ideas in this beat-up space. I’ll also discuss the huge interest in security tokens following my presentation. We’ve given you a peek  behind the scenes of our operation here at Curzio… And now we can offer you the chance to become an insider.

On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.'     Chris is the Chief Investment Officer of Tematica Research. He is the chief editor of Tematica Investing and Tematica Pro as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA's and Money-Managers around the world. Chris is also the co-host of the Cocktail Investing Podcast: www.tematicaresearch.com/cocktail-investing and author of Cocktail Investing: http://a.co/d/dhtrWlm.   Connect With Chris   Twitter: @ChrisJVersace Website: www.tematicaresearch.com

First and foremost… Hurricane Florence is expected to make landfall in the Carolinas on Friday. Our thoughts and prayers go out to all the families that will be impacted by this terrible event. Please be safe! Today I welcome back Chris Versace, co-founder and chief investment officer of Tematica Research. He’s an amazing stock analyst with over 20 years of experience. Chris is also a good friend. We worked together at The Street over 10 years ago. He has an incredible track record for finding great stock ideas ahead of Wall Street.   In this interview, Chris explains the easiest way for individual investors to find those ideas. He also shares several of his favorite picks… so be sure to have a pen and paper handy. Then, in my educational segment [48:26], I break down a sector most believe is dying a slow death. But fears have been blown out of proportion… giving you a great opportunity to buy these stocks at an incredibly cheap price.   Note: I suggest paying close attention to Chris Versace’s stock recommendations. The last time I interviewed a member from his team was in late June. She mentioned a stock idea that’s up about 60% in just over two months. This is just one of the expert picks we’re tracking in the Wall Street Unplugged All-Star Portfolio. To learn more about this incredible group of stock-pickers—and how to easily access their favorite ideas—.

Pullbacks in the markets can be disconcerting… but recent activity is perfectly normal. As I’ll explain, it’s actually healthy when stocks pull back gradually… and based on the current fundamental and economic landscape, I suggest using this pullback as a buying opportunity. I also welcome Lenore Hawkins, 20-year market veteran and chief macro strategist at Tematica Research. Lenore breaks down the biggest market risks for investors... including rising interest rates and the looming potential for trade wars. Plus, she shares her favorite tech trend... and how investors can still make money on it. Finally, I break down the recent ruling by the Supreme Court to allow states to legalize gambling, creating a lucrative new $44 billion market. Following this landmark decision, I highlight stocks that will be the biggest winners―and losers―in that sector.  

Chris Versace, the Chief Investment Officer at Tematica Research, joins us to talk about the incredible economic growth we have seen in the first year of the Trump administration. Plus, film critic Jeff Howard tells us which movies are worth seeing this weekend. Image credit: Pavel Ignatov / Shutterstock.com

Chris Versace, the chief investment officer at Tematica Research, joins us to talk about the benefits of Trump's tax reform package. Then, Dr. Myles Schneider speaks to us about the changes states are making to Medicaid.Image credit: shutterstock.com

Chris Versace, the Chief Investment Officer at Tematica Research, joins us to talk about the Dow Jones Industrial Average reaching an all-time high.Image credit: shutterstock.com

Chris Versace, the Chief Investment Officer at Tematica Research and a friend of the show, drops by to share how one South Carolina restaurant owner is planning his own counter protest against NFL players who are kneeling during the national anthem. And we have the latest on Trump's proposed border wall. Image credit: Keith Allison/Flickr

Chris Versace is the co-founder and Chief Investment Officer of Tematica Research and the editor of Tematica Investing, a subscription newsletter that utilizes a thematic approach to investing that that capitalizes on my near 20 years in the investment industry. He is also the co-author of Cocktail Investing: Distilling Everyday Noise into Clear Investment Signals for Better Returns. Key Takeaways: [2:05] Whether recent elections are to be considered a mandate against Obama [5:30] One of Chris' favorite investment themes today [9:38] Where inflation is going to hit first [12:26] How robotics is changing everything [13:26] The stock sector Chris is really excited about Websites Mentioned: www.chrisversace.com