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

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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 recovering global economy. We talk specifically about our style factor work, his macro work on countries around the world and what part of the consumption thematic appears to be most attractive as we start the second half of 2021.

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