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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update
Manage episode 426828859 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I discuss the quarter and YTD p[eriod for the brands portfolio as wlel as overall markets and what worked and didn't work. I also talk about the worlds largest crowded trade, an overweight to tech, semiconductors and AI stocks and offer a potential catalyst that could force some capital away from the crowded trades and in to everything else.
For more information on investing in global brands:
69 episodes
S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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Manage episode 426828859 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I discuss the quarter and YTD p[eriod for the brands portfolio as wlel as overall markets and what worked and didn't work. I also talk about the worlds largest crowded trade, an overweight to tech, semiconductors and AI stocks and offer a potential catalyst that could force some capital away from the crowded trades and in to everything else.
For more information on investing in global brands:
69 episodes
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Similar to Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
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continue reading
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…
continue reading
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…
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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…
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