
LOGO ETF Portfolio Overview
WHy focus on global brands? Why invest in consumer spending and B2B spending? We talk about that here. For more information on LOGO, go to logoetf.com
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Hosted by Eric Clark · 🇺🇸 US · EN · 87 episodes
Established thought leaders with verified media credentials.
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 Mega-Brands! https://www.globalbrandsmatter.com
Eric Clark hosts Mega-Brands: Investing in Mega Trends Through Mega Brands, a business show with 87 episodes published.

WHy focus on global brands? Why invest in consumer spending and B2B spending? We talk about that here. For more information on LOGO, go to logoetf.com
Show notes
A great interview with a co-founder of Deepwater Asset Management talking about technology, AI, and the opportunities in Frontier Tech via their ETF, LOUP, the Deepwater, Frontier Tech ETF. We talk about the power genera
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Hi Logoists, heres episode 1 of the new pod, LOGO Quicktakes where I talk about our new ETF, Alpha brands consumption leaders, LOGO is the symbol.. I talk about the market opportunity and how LOGO is managed and why you
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Another add-on on global brands and LOGO
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Great overview of the ALpha Brands Consumption Leaders ETF, LOGO from Google NotebookLM
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NotebookLM podcast review of the recently launched Alpha Brands Consumption Leaders ETF, LOGO. AI truly is amazing for extracting important information. For more information on brands investing: www.logoetf.com
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Great AI summary of the Alpha Brands Consumption Leaders ETF, LOGO. Google LM really is amazing.
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I discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market vo
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The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what l
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The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what l
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In today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification be
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Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI. In this year end episo
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If you're not using the QUARTR app for all earnings calls and research, you need to subscribe today. 1 app for all the company news and earnings and conference appearances. Heres a AI 1-1 podcast convo using their recent
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AI podcast chat on MS Counterpoint We publish some of our favorite charts that have gone unused or been lost in the shuffle. We place the pictures in five categories: overall valuation, empirical regularities, capital in
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Lets let Googles NotebookLM disect the GS luxury goods report where they upgrade Moncler and Prada, 2 top global brands to buy. We agree and own LVMH, Hermes, L'Oreal as well.
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Summary points in 1-1 AI chat using recent MS/GS info. Electricity producers, renewable energy leaders have the ultimate pricing power and the world is under-powered, grids are overloaded and AI power needs are taxing th
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Great AI 1-1 podcast chat covering the MS fireside chats across P&G, Celsius, Colgate, Constellation Brands, Coke
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Great summary from MS on CRM and their strong quarter and most importantly, their guide and the trends happening in AI through digital workforces and Agentforce. For more information on investing in leading brands: https
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Good AI summary of ADBE and its current situation, the stock has turned in a rare few year lagging performance period. Is this the start of a greater decline or an opportunity? Lets see what MS thinks.
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I talk about the performance in November and YTD in the Dynamic Brands equity strategy. I focus on the high-tracking error nature of the process and portfolio and highlight the sectors top brands live in vs index weights
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To pitch Mega-Brands: Investing in Mega Trends Through Mega Brands, visit https://www.globalbrandsmatter.com/dynamic-portfolio for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.
Mega-Brands: Investing in Mega Trends Through Mega Brands is hosted by Eric Clark. The show is categorised under business (investing) and has published 87 episodes.
Mega-Brands: Investing in Mega Trends Through Mega Brands has published 87 episodes.
Mega-Brands: Investing in Mega Trends Through Mega Brands regularly covers business, investing. It sits in the business category, with a investing focus.
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