In this week’s Stocks & Markets podcast, we flip the script with TheStreet Pro Managing Editor Jason Meshnick leading a conversation with TheStreet Pro Portfolio Manager Chris Versace about thematic investing. There are multiple views on what constitutes thematic investing, but we discuss why thematic investing should center on capturing structural changes and the reason why high thematic purity is critical when assessing a company. Because themes utilized by the Portfolio are occurring and evolving around us, Chris explains how we collect data, signals, and other confirmation points in and around the world we live in to monitor those strategies.

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