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S5, Ep 8 June 2024 Dynamic Brands Update

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Manage episode 422756556 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 overall market, rates, inflation, economic data and the global brands we own. I also highlight which sectors and style boxes are performing and lagging. I spend a little time talking about the consumer and the massive amount of capital at their disposal that flows to the consumption theme. This is a great market update and highlights the power of investing in global brands and the consumption thematic.

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 422756556 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 overall market, rates, inflation, economic data and the global brands we own. I also highlight which sectors and style boxes are performing and lagging. I spend a little time talking about the consumer and the massive amount of capital at their disposal that flows to the consumption theme. This is a great market update and highlights the power of investing in global brands and the consumption thematic.

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

67 episodes

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