On this episode of the Thematic Signals podcast, we’re digging into the July Retail Sales and quarterly earnings results from Walmart as both confirm the hard-blowing tailwinds associated with our Digital Lifestyle, Middle-Class Squeeze, Aging of the Population and Cleaner Living Investing themes.
We also breakdown a recent article in The Wall Street Journal that discusses how one aspect of our Cleaner Living investing theme — electric vehicles — could threaten the German economy. It’s the same structural shift that should have folks more than a little concerned about Tesla, both its business as well as its shares. All that and much more on this episode of the podcast.
Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com
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Resources for this podcast:
@ChrisJVersace https://www.tematicaresearch.com/ Tematica Research Cleaner Living IndexThematic Signals