The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In Her Ellement
1 Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18
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LikedHow do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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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.
Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
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82 episodes
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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.
Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
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1 S10, Ep 3: February 2025 Dynamic Brands Commentary 25:00
25:00 Play Later Play Later Lists Like Liked25:00
Play Later Play Later Lists Like LikedI discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market volatility, how long it could last, and what's driving it. Uncertainty is driving everything right now. Perhaps the Trump administration wants an economic slowdown to help bring inflation and rates down so refinancing's get done at better rates? I talk quickly about the current brands portfolio. BRANDS MATTER For more info on how to own great global brand: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update 23:04
23:04 Play Later Play Later Lists Like Liked23:04
Play Later Play Later Lists Like LikedThe Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfolio holdings performed and how the trading book performed for the month. Hint: the trading opportunities are robust and should stay that way for the next 4 years. Honestly, thats a great thing with valuations so high, trading can add a ton of value versus a full, buy-hold approach. For more information on how to invest in the greatest brands ever created: I list the holdings, performance, and all the brochures and fact cards. https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary 39:10
39:10 Play Later Play Later Lists Like Liked39:10
Play Later Play Later Lists Like LikedIn today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification benefits as well as return benefits. Brands tend to live in the sectors under-represented across indexes. The Fund is overweight Consumer Discretionary, Staples, Communication Services, and Financials vs the market. I talk about the holdings we own, their weight vs the benchmark and what we think will perform well in 2025. For more information on investing in global brands: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 Mark Mahaney ISI: Whats in store for TMT in 2025 30:32
30:32 Play Later Play Later Lists Like Liked30:32
Play Later Play Later Lists Like LikedMark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI. In this year end episode we talk about: Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab. "The year of efficiency has turned into multiple years of efficiencies...we expect this to continue...plus AI implementations driving better ROAI". Great margin stability and expansion. You NEED to have his book on your desk: "Nothing But Net" Amazon: https://a.co/d/5HfAWMp For more information on investing in the greatest brands the world has ever seen: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S9, Ep 19: Dynamic Brands November '24 Update & Market Notes 31:53
31:53 Play Later Play Later Lists Like Liked31:53
Play Later Play Later Lists Like LikedI talk about the performance in November and YTD in the Dynamic Brands equity strategy. I focus on the high-tracking error nature of the process and portfolio and highlight the sectors top brands live in vs index weights. I cover the 24 brands we own and then dig into the current health of consumers and how holiday shopping is going. I also highlight a few new brands to the portfolio. I end with the positives and risks we see headed into 2025. For more info about the global brands fund: https://www.globalbrandsmatter.com/dynamic-portfolio…
Using Googles NotebookLM to create a 1-1 podcast chat discussing a new MS report on Black Friday, winners and losers and retail trends. For more about investing in top global brands: https://www.globalbrandsmatter.com/dynamic-portfolio
1 S9 Ep 17 GS: Consumer Dashboard & Spending Update 11:58
11:58 Play Later Play Later Lists Like Liked11:58
Play Later Play Later Lists Like LikedUsing AI 1-1 podcast format for topics and brands focused on the global household spending theme which is $50T in size. For more information on investing in global brands: https://www.globalbrandsmatter.com/dynamic-portfolio
1 S9, Ep 16: Dicks Sporting Goods, Earnings Review 19:57
19:57 Play Later Play Later Lists Like Liked19:57
Play Later Play Later Lists Like LikedI look at the Dicks Sporting Goods quarter and add some color from MS and Goldman notes. We do NOT own Dicks at this time but are considering it. For more information on the Dynamic Brands Fund: https://www.globalbrandsmatter.com/dynamic-portfolio
1 S9 Ep 15: Dynamic Brands Portfolio Update 1:00:21
1:00:21 Play Later Play Later Lists Like Liked1:00:21
Play Later Play Later Lists Like LikedThis is becoming a very cool experiment. I drop in all my notes on the portfolio of brands we own in the Dynamic Brands Fund HSUTX and Googles NotebookLM summarizes them into a 1-1 podcast conversation. I'll use more of these as a fun way to tell the story of investing in great brands and making money on these great companies by owning the stocks. For more info about the global brands fund: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S9, Ep 14: Summary of Dynamic Brands Brochure using AI 11:06
11:06 Play Later Play Later Lists Like Liked11:06
Play Later Play Later Lists Like LikedIf you haven't tried Googles NotebookLM product to summarize marketing brochures and other readings using a 1-1 podcast format, you have to try it, its truly amazing. Here's the AI summary of the recently refreshed Brands Investor Brochure, which can be found here in 1 of the orange boxes at the top of the portfolio page: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S9 Ep 13: Dynamic Brands Oct 2024 Portfolio & Market Update 21:04
21:04 Play Later Play Later Lists Like Liked21:04
Play Later Play Later Lists Like LikedIn this months update, I talk about the month and YTD of the brands equity strategy, what worked by sector and style box as well as how each brand we own is performing as a stock and how its performing fundamentally. I also talk about what we expect for the rest of the year and into next weeks elections and how to play any weakness we see. For more information about the fund or investing in Mega Brands: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S9 Ep 12: Dynamic Brands Q3 2024 Portfolio Update 41:01
41:01 Play Later Play Later Lists Like Liked41:01
Play Later Play Later Lists Like LikedIn today's episode, I cover the month of September and Q3 returns for the Brands Fund, the markets, sectors, and the brands we own. I talk about the active trading environment and using volatility to enhance returns to the core, buy-hold portfolio of great brands. I also cover the health of the consumer and how we see consumer spending developing through the holidays. Bottom line: Investors should expect more volatility over the next 4-5 weeks. Great for traders, not so great for investors. In a world where central banks are now focused and coordinated on rate cuts, an asset price tailwind is alive and well and dips will likely be bought. Use these periods of VOL to upgrade your portfolio and to build bigger positions in your favorite long-term stocks. For more information on the Dynamic Brands Fund: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S9, Ep 11: Aug 24024 Consumer, Portfolio, Market Update 30:19
30:19 Play Later Play Later Lists Like Liked30:19
Play Later Play Later Lists Like LikedIn today's August Dynamic Brands Update, I talk about the market returns along with what styles & sectors are doing YTD. I talk about the global brands portfolio, winners & laggards. I also highlight how crowded tech and semiconductor exposures are currently and how hated consumer stocks are. That's a wonderful contrarian signal. I talk about the health of the consumer, different income cohorts, and the general sentiment amongst consumers. I end with the risks we see in markets and with the Fed as well as the wonderful trading markets we have today and what trades we have ten in August. For more information on the Dynamic Brands Equity strategy: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S9, Ep 10: July 2024 Market & Global Brands Update 30:28
30:28 Play Later Play Later Lists Like Liked30:28
Play Later Play Later Lists Like LikedToday I discuss the volatility in markets today, the July & August rout in equities. I highlight the "everything else" trade and if it has legs and talk about our focus on quality. I talk about the brands portfolio, allocation shifts, where we added and what's performing or lagging. I end with my views on the consumer and how and where they are feeling and spending. You are getting an opportunity to buy some of the most dominant, relevant companies driving global growth on sale today. Use this opportunity to add to your favorites. We are certainly doing that the last few days. For more information about the global brands strategy: https://www.globalbrandsmatter.com/dynamic-portfolio…
1 S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update 23:24
23:24 Play Later Play Later Lists Like Liked23:24
Play Later Play Later Lists Like LikedI 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: https://www.globalbrandsmatter.com/dynamic-portfolio…
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Similar to Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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…
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…
continue reading
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