June 12, 2025 • 24 mins
It’s time to view your portfolio with a long-term mindset.In this episode of Stocks in Translation, Tematica Research CIO Chris Versace joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to break down everything having to do with thematic investing - an approach that involves investing in companies poised to benefit from long-term structural trends, like AI and or clean energy. Versace stresses the importance of using daily news signals to validate or reassess thematic exposure as well as his concerns about future inflation from tariff-driven price hikes.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Sydnee Fried, and produced by Lauren Pokedoff.
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