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

EPISODE · Jul 2, 2024 · 23 MIN

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

from Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet · host Eric Clark

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

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

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