S5, Ep 8 June 2024 Dynamic Brands Update

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