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Kandungan disediakan oleh Eric Clark. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Eric Clark atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update

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Manage episode 426828859 series 2918135
Kandungan disediakan oleh Eric Clark. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Eric Clark atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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:

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

  continue reading

72 episod

Artwork
iconKongsi
 
Manage episode 426828859 series 2918135
Kandungan disediakan oleh Eric Clark. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Eric Clark atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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:

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

  continue reading

72 episod

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