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Magic Markets #183: Investing in Global BRNDZ

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Manage episode 428227186 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost 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.

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.

Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

  continue reading

183 episodes

Artwork
iconShare
 
Manage episode 428227186 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost 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.

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.

Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

  continue reading

183 episodes

All episodes

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