EPISODE · Sep 14, 2023 · 13 MIN
S4 - Ep 1 Global Brands Update - September 2023
from Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet · host Eric Clark
A quick update on why it's important to own sufficient consumer discretionary and tech exposure and why mega brands are such great investments. I also provide an update on the portfolio and performance along with a quick inflation, rates, and consumer spending trends.
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S4 - Ep 1 Global Brands Update - September 2023
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