
The RO Show
Maximize Future Returns with Thematic Investing | Chris Versace Ep.59
Episode 59:
On today's show I speak with Chris Versace, Founder & CIO of Tematica Investing & Tematica Pro - Leaders in Thematic Research and Investment Strategies! Chris is also co-author of Cocktail Investing and a frequent guest on TV. Today we speak about the ongoing structural, fundamental changes providing us signals to maximize future investing returns. Chris shows us how to separate the signals from the noise.
• What is Thematic Investing?
• Theme NOT Trend!
• Structural, Fundamental Changes & Sustainable Market Shifts
• Background into Thematic Investing
• Macro & Thematic Signals
• Economics, Demographics, Psychographics, Politics & Regulatory Mandates
• Cyclical vs Structural Shifts
• Geopolitical
• The Future
• TAILWINDS forcing companies to SHIFT their business models to adapt to new DEMAND drivers!
• Signals from the Noise
• Demand, Timing, Marketing
• Risk Management - Thinking in Bets
• Overall Thematic Investing Assessment
Check out Chris Versace Tematica Investing Site: https://www.tematicaresearch.com/
Visit Chris Versace on Twitter: https://twitter.com/ChrisJVersace
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