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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
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
Manage episode 426828859 series 2918135
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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