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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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S9, Ep 10: July 2024 Market & Global Brands Update
Manage episode 432697222 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://ro.player.fm/legal.
Today 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:
72 episoade
S9, Ep 10: July 2024 Market & Global Brands Update
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Distribuie
Manage episode 432697222 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://ro.player.fm/legal.
Today 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:
72 episoade
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Similar cu Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
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 ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
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.
…
continue reading
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