All Episodes

LOGO ETF Portfolio Overview

LOUP ETF: Why Frontier Tech is Working Well

LOGO ETF: Episode 1

More on Global Brands Investing - LOGO

LOGO ETF AI Overview

S10, Ep 3: February 2025 Dynamic Brands Commentary

S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update

S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary

Mark Mahaney ISI: Whats in store for TMT in 2025

S9, Ep 19: Dynamic Brands November '24 Update & Market Notes

S9 Ep 18: MS Black Friday Report Summary

S9 Ep 17 GS: Consumer Dashboard & Spending Update

S9, Ep 16: Dicks Sporting Goods, Earnings Review

S9 Ep 15: Dynamic Brands Portfolio Update

S9, Ep 14: Summary of Dynamic Brands Brochure using AI

S9 Ep 13: Dynamic Brands Oct 2024 Portfolio & Market Update

S9 Ep 12: Dynamic Brands Q3 2024 Portfolio Update

S9, Ep 11: Aug 24024 Consumer, Portfolio, Market Update

S9, Ep 10: July 2024 Market & Global Brands Update

S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update

S5, Ep 8 June 2024 Dynamic Brands Update

S5 - Ep 7 - April 2024 Global Brands + Market Update

S5 Ep 6: LVMH Q1 Earnings Update

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet (Trailer)

+11.4% Q1 2024 Update: Brands Matter

S5 - Ep 5 Manchester United, MANU - Worth $10B one day?

S5 - Ep 4 Feb 2024 Brands & Trading Update

S5 - Ep 3: Jan 2024 Brands, Trading, & Market Update

S5 Ep2: Energy Stocks & Markets via Expert Paul Sankey

S4 Ep 18: Dominos Pizza: Back to Winning

S4 Ep 17: TJX - Off-Price Retail is Where it's at

S5 Ep 1: 2024 Dynamic Brands Fund Commentary

S4 Ep 16: Why we Like Expedia in a Big Way Today

S4 Ep 15: Boring Can Make You alot of Money - AZO & ORLY

S4 - Ep 14: Lilly & Obesity Disruption

S4 - Ep 13 Microsoft: A Core Compounder

S4 - Ep 12 Apple, a Monster Stock

S4 - Ep 11 Luxury Brands Review: LVMH, L'Oreal, Hermes

S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic

S4 - Ep 9 Visa & Costco - Steady Eddy Investments

S4 - Ep 7 Private Market Investing - I review BX, APO, KKR & industry

S4 - Ep 8 UBER - Earnings Review

S4 - Ep 6 Mercado Libre MELI Earnings Review

S4 - Ep 5 Draftkings (DKNG) Earnings Review

S4 - Ep 4: Live Nation Earnings Review

S4 - Ep 3: Amazon Earnings Review

S4 - Ep 2 - Spotify Earnings Review & Outlook

NFL - Season 1 - Ep 1 Niners & Eagles Chat

S4 - Ep 1 Global Brands Update - September 2023

S3 Ep 10 - Making Money Tracking Large, Unusual Options Flows with @jamesbulltard7 on Twitter

S3 - Ep 9 Q2 Dynamic Brands Commentary & Outlook

S3 - Ep 8 The State of the Consumer Today & How the Brands Portfolio is Positioned

S3 - Ep 7 The Dynamic Brands Fund - Why the Consumer, Brands, & the Portfolio May 2023

S3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti Convo

S3 - Ep 5 2022 in Review & How the Brands see's things & is positioned for 2023

S3 - Ep 4 Sean Emory - Avory & Co on 2023 and stock talk

S3 Ep 3 - Paul Cerro, Cedar Grove Capital on markets, the consumer, cannabis, private investing

S3 Ep 2 David Trainer - New Constructs - Better Fundamental Research using Machine Learning

S3 Ep 1 - Quick Market Update - Wide Lens View of Sectors, Cost Averaging Benefits, and Portfolio Overview

S2 Ep 14 - Adam Parker - Trivariate Research on markets, winning sectors and estimates

S2 Ep 13 - An Energy Chat w/Paul Sankey, Sankey Research

S2 - Ep 12 Paul Cerro - Consumer/Cannabis/Tech focused Long/Short Fund

S2 - Ep 11 Under Armour: Deep Dive via Brand, Biz, Innovation

S2 - Ep 10 Best Consumer Analyst in the Industry - Simeon Siegel - Consumer Equity Research at BMO

S2 - Ep 9 (Audio) Sean Emory from AvoryCo returns to talk markets, macro and stocks

S2 - Ep8 - Dynamic Brands Q2 2022 Commentary

S2 - Ep7 - Mark Mahaney - Evercore ISI Tech & Internet Analyst - Lets talk high quality that's dislocated & cheap

S2 - Ep6 - Barry Schwartz - Baskin Wealth, $1B Advisory Firm - The market sell-off continues

S2 - Ep5 - Rahul Sharma - @Retail_Guru on Twitter = Consumer brands & the opportunities today

S2 - Ep4 - Sharif Farha, Safehousecap.com on Consumer Stock Investing

S2 - Ep 3 - 2021 Brands Fund Letter - Audio version

S2 - Ep 2 - METAVERSE discussion with Sean Avory & Will Hershey "META" ETF, Roundhill Investments

S2 - Ep 1 - Brand Intimacy Report w/Mario Natarelli, Managing Partner MBLM.com

Ep 14 - Emles Alpha Opportunities ETF Conversation with PM, Nathan Miller.

Ep 13 - Live and unscripted chat with my partner at Accuvest & fellow PM on the Brands Strategies, James Calhoun

Ep 12 - David Miller - Strategy Shares ETF's - We talk about HNDL, a high income ETF & GLDB, a gold hedged Bond ETF

Ep 11 - Dan Kline 7investing.com - Great conversation about the opportunities in Retail stocks what makes a great consumer business

Ep 10 - Gabriel Hammond, Emles Advisors & the LUXE ETF. This ETF focuses on the insatiable appetite for luxury goods & the Brands that dominate the category

Ep 9 - Doug Stephens, RetailProphet.com, author of Resurrecting Retail: The future of business in a post-pandemic world

Ep 8 - Mega Brands - Barry Schwartz conversation "7 billion people like to buy things every day, that's why we love consumer brands"

Ep 7 - Mega Brands - Let's talk about Fixed Income with a very smart strategy & asset class that's under-owned

Ep 6 - Mega Brands - An epic conversation with a Fintech & payments specialist investor Warren Fisher, Manole Capital

Ep 5 - Mega Brands - A special conversation with Sharif Farha, PM from the Safehouse Global Consumer Fund

Ep 4 - Mega Brands - Special conversation with Sean Avory, Avory & Co @_SeanDavid

Ep 3 - Mega Brands - Special tech investing interview with veteran investor Paul Meeks from the Wireless Fund WIREX

Ep 2 - Mega Brands - Investing in the $44 trillion global consumer spending theme via Mega Brands

Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System