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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 $44 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
 
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show series
 
Today, we have a spirited discussion with two well-informed METAVERSE investors and ETF product creators. Sean Avory or Avory & Co and Will Hershey of Roundhill Investments join me to discuss the Metaverse, (META ETF via Roundhill) why it's being created and demands our attention and who likely benefits from its creation and evolution. We also talk…
 
In this episode of 5 minute trends, Jess discusses the rise of advertising on TikTok, how advertising by influencers is being increasingly regulated, and a new wave of delivery services, to satisfy consumers' increasing demands for almost instantaneous service.Ben Southgate による
 
Today's conversation focuses on a recent report from MBLM.com called: Brand Intimacy - Covid Update. I talk with Mario Natarelli, Managing Partner of Brand Design Firm MBLM.com. We discussed what his firm does with B2B and B2C brands, why it's important and how Covid has affected consumers and brand relevance & intimacy. There were some very intere…
 
In this episode of 5-minute trends from MFUSE, Will talks about three key trends. Cultural Rebirth - with people eager to leave behind virtual events and get back to real-life ones; the demand of more empathy from financial platforms - Emotion Economics; and finally how attitudes to male and female identity are being turned on their head with the B…
 
My conversation today is with Nathan Miller, the PM and creator of the Alpha Opportunities strategy that's now available via an active ETF with the symbol, "EOPS." For more information about the ETF, go to https://www.emles.com/etf/emles-alpha-opportunities-etf/ Conversation details: Nathan's experience: Legg Mason (Value) / Goldman Sachs (Fundamen…
 
Today's conversation is a one-on-one chat with my co-Portfolio Manager on the Dynamic Brands Strategy, James Calhoun. James is a CFA and vital to all the macro and micro work we do at Accuvest. In our chat we talk about the current state of the economy, the potential risks going forward and the opportunities across the consumption theme and a recov…
 
In episode 12 I talk to Strategy Shares ETF's CIO & Senior Portfolio Manager, David Miller. David is a co-founder of Catalyst Funds as well as Rational Funds on the mutual fund side as well as Strategy Shares on the ETF business line. Today we talk about 2 of Strategy Shares ETF offerings: 1. "HNDL" - Nasdaq 7HANDL Index ETF - a multi-asset high in…
 
In episode 11 I talk Retail stocks and consumer spending brands with Retail & pop-culture analyst Dan Kline from 7investing.com. 7investing is a subscription-based investment site that has very smart analysts covering important sectors and industries and the companies that appear to be dominating and offer strong investment opportunities. Dan also …
 
In Episode 10, I talk with a serial entrepreneur, Gabriel Hammond of Emles Advisors. We talk about Gabriel's start in the business with the Energy & Power Group at Goldman Sachs and the need to create SteelPath, an investment firm that focused exclusively on energy infrastructure as well as his creation of Alerian, a leading energy infrastructure d…
 
Today I have the honor of talking retail trends with the leading expert in retail & brand strategy, Doug Stephens. Doug is an award winning author with 3 books analyzing the retail industry and his latest book, Resurrecting Retail is my new favorite. Doug has the ear of the major brands for important strategic decisions made inside boardrooms. The …
 
In episode 8, I have a wonderful conversation with Barry Schwartz of Baskin Wealth in Toronto. Barry's a very smart investor of high quality, stable companies. Baskin runs a core equity portfolio that holds some significant exposure in Mega Brands like Microsoft, Apple, Google, Costco, Visa, JP Morgan, Amazon, Netflix, Activision, Ferrari, Domino's…
 
In episode 7, I talk to Leland Abrams, a fixed income Portfolio Manager and specialist in the highly under-owned and under-appreciated Residential Mortgage Backed Securities (RMBS) market. My conversation with the Portfolio Manager from the Catalyst Enhanced Income Strategy Fund (EIXIX) is very insightful. We talk about the bond allocation for Advi…
 
In episode 6, I have a great conversation with Fintech & payments specialist Warren Fisher from Manole Capital. Manole runs a suite of separate accounts and a long/short hedge fund dedicated to this important and disruptive thematic. We talk about his definition of fintech, his presentation called "the death of cash", bitcoin and crypto along with …
 
In episode 5 I have a great conversation with a fellow global consumer investor. We discuss how we discovered each other and why we dedicate our investments to the $44 trillion global consumption theme. Sharif manages his fund in Dubai and runs a concentrated portfolio of the teams best consumer ideas. We talk Canada goose, Spotify, RH, Visa, Maste…
 
In this episode of Mega Brands I caught up with fellow investor and friend, Sean Avory. Sean is the CIO of Avory & Co in Miami and the firm manages $300 million for large institutions and high net worth families. Sean and his team run a highly concentrated portfolio if innovators and transition stories. Some names you will recognize and others you …
 
In this episode of Mega Brands I chatted with veteran tech investor, Paul Meeks. Paul has been a dedicated tech investor for over 30 years. He currently is the Portfolio Manager for the Wireless Fund, WIREX which he took over 11/2018 with very successful results. The fund is very concentrated and is dedicated to technology investing across a variet…
 
Episode 2 of Mega Brands we talk about 3 things: 1. The new Brands Index after our December re-constitution. I unveil the new consumer and B2B brands that were added. Our goal is to track the important mega themes serving global consumerism over a lifetime of spending. From pampers to starting a family, buying that first house, saving for college a…
 
This is the kick-off episode of the Mega-Brands Podcast Series where we discuss the $44 trillion global consumption investment opportunity with particular emphasis on the Brands that are resonating with global customers. I explain our proprietary Brand Relevance Scoring System, why it was created and what qualitative and quantitative factors are ut…
 
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