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This podcast is all about Parks Associates’ data-driven market insights on emerging consumer technology products and services - featuring our talented analyst team and industry leaders bringing new and innovative products to market. In this podcast, you’ll get an inside look at the latest industry trends focused on the connected consumer, home automation and security, energy management, connected health and independent living, and digital content and video services.
 
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
 
In this episode, dive into hot topics about IoT and Climate Change with guest speaker Rob Conant, VP of Software and Ecosystem for Infineon Technologies. Throughout the episode, they covered the latest tech innovations in the sensor and energy efficiency space within the smart home, MDUs, transportation, and more. Join us at Infineon's virtual Okto…
 
Today we will be talking about a new meal kit service that most likely will follow the disastrous path of the others, a new study that finds higher consumption of dairy fat equates to a lower risk of heart disease, a new water from the makers of Budweiser, our product review of one of the best risottos you can make at home and how that device you w…
 
Today we will be talking about the impact of social media on food choices, the connection between climate change and coffee, a major reason why some people are single – and it has to do with food, and how Instacart workers are trying to get the company to change the way they are treated. We bring you our unique insights on grocery retail, sustainab…
 
Today we will be talking about a snack that glows in the dark, Walmart’s new ad campaign on Tik Tok, the nation’s first female led food hall, a plant-based chocolate bar, a new use for food trucks and lots more. We bring you our unique insights on grocery retail, sustainability, e-commerce, new product reviews, and consumer trends.…
 
In this episode, we will listen in on an interactive panel from a recent session of our CONNECTIONS virtual series, which is our executive conference is focused on the connected home and IoT devices. The topic is State of Home Security Market The panel moderator is Parks Associate's president, Elizabeth Parks, and panelists dive into the state of t…
 
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, we will shift over to the marketing world (my personal favorite) by listening in to our recent B2B marketing webinar featuring Parks Associates’ very own president, vice president of marketing, and other key industry PR and marketing leaders. This webinar highlights content marketing strategies and insights on how to stand out in t…
 
Today we will be talking about one of the best frozen entrees I’ve ever taste tested, the plight of the hot dog, why a second round of e-comm growth is right around the corner, another food dreamer interview and lots more! Each Thursday at 10am Pacific/1pm Eastern we bring you our unique insights on grocery retail, sustainability, e-commerce, new p…
 
Welcome to The Lempert Report on LinkedIn LIVE. Today we will be talking about the interesting future of malls, Nicki Minaj and Martha Stewart’s latest food moves, a different kind of vertical farm, a new product review that might scare you and lots more! Each Thursday at 10am Pacific/1pm Eastern we will be bringing you our unique insights on groce…
 
In this episode, hosts Chris White and Rosey Ulpino chat about Expanding Access to Inclusive Tech with guest speaker Brook McCall, Senior Director of Tech Access Initiative at the United Spinal Association. Brook brings tech industry minds and thought leaders from the mobility disability community together for essential conversations and collaborat…
 
Listen in on an interactive panel session from Parks Associates latest Connected Health Summit virtual series. This executive conference is focused on the impact of connected devices and IoT healthcare solutions on consumers at home. This interactive panel is moderated by our Senior Analyst Kristen Hanich and focuses on Artificial Intelligence and …
 
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…
 
If you're interested in data-driven market insights on emerging consumer technology products and services, then this podcast is for you! In this episode, podcast host and research analyst, Chris White, will chat about the Zigbee Alliance and CHIP rebrand to CSA and “Matter” with guest speaker and our very own researcher, Amanda Kung. For more infor…
 
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 …
 
This podcast is all about Parks Associates’ data-driven market insights on emerging consumer technology products and services - featuring our talented analyst team and industry leaders bringing new and innovative products to market. Make sure to subscribe as you’ll get an inside look at the latest industry trends focused on the connected consumer, …
 
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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