使用Player FM应用程序离线!
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
«
»
+11.4% Q1 2024 Update: Brands Matter
Manage episode 409727043 series 2918135
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 rates, the quality style factor, and where we see sticky inflation regardless of what the Fed or gov't tell us. Enjoy!
66集单集
+11.4% Q1 2024 Update: Brands Matter
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 409727043 series 2918135
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 rates, the quality style factor, and where we see sticky inflation regardless of what the Fed or gov't tell us. Enjoy!
66集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。