Ep 10 Beyond Meat – The Next Tesla or the Next Palm?

 

We are just back from vacation and hitting the ground running during arguably one of the busiest weeks of the year. In addition to the usual end of the month, start of the month economic data, we’ve got more than 1,000 companies reporting quarterly earnings; the Fed’s next FOMC meeting; and the next Democratic presidential debate. And that’s what we know about. We dig into all and share where we think the market could be capped if the trend in earnings continues. We also share our thoughts on Cleaner Living company Beyond Meat (BYND), whose shares have been nothing short of a rocket ship ride, but is that rise likely to continue? We discuss just that and much more on this podcast episode. 

Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com

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Stocks Mentioned: BYND, UPS, TSN, PPC, SFM, AMZN, AAPL, NFLX, TSLA, DIS, T, CMCSA, GM, F, FCAU

Om Podcasten

Each week on the Thematic Signals podcast, we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes. On each episode, we not only discuss key events that are shaping the stock market, but we also look at key sign posts for the changing economic, demographic, psychographic, and technological landscapes that are driving the structural changes occurring around us. Hosted by Chief Investment Officer Chris Versace, this new podcast from Tematica Research replaces the previously published Cocktail Investing Podcast.