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Artwork for Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

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

Eric Clark

Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in M... more

PublishesWeeklyEpisodes65Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

Latest Episodes

We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as always and some aspirational consumers pulling back a bit. Fashion & leather goods performed well, s... more

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4 days ago

I cover Q1 Dynamic Brands performance, lots of stock, sector, style box return info as well as how we see consumer spending playing out the rest of the year and where we are allocated to benefit from this spending. I talk about inflation, interest ra... more

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20 days ago

MANU is one of the most recognized and valuable sports brands in the world. This club is worth much more with a new owner, strategy, players, stadium, and a debt refinancing. All of this is possible with the new minority owner, Sir Jim Ratcliff and t... more

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a month ago

A February 2024 and YTD Dynamic Brands & Market update. I also talk about the active trading environment and the net gains taken for the month with all the stats. more

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2 months ago

Here's our January 2024 market and global brands update. I talk about the market overall, the brands portfolio in specific, and the results of the active trading we did inside the fund for January. Active trading can be a wonderful addition to a core... more

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3 months ago

Todays episode talks about the energy markets, energy stocks, and where there could be opportunities for investors and even traders. I check in with energy expert, Paul Sankey, of SankeyResearch.com more

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3 months ago

With >20,000 stores worldwide, Domino's is the largest Pizza company in the world. The stock has a strong history of beating the S&P 500 over time yet its lagged over the last few years due to a tough 2022. With store growth set to accelerate and ope... more

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3 months ago

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