The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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内容由Eric Clark提供。所有播客内容（包括剧集、图形和播客描述）均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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Ep 5 - Mega Brands - A special conversation with Sharif Farha, PM from the Safehouse Global Consumer Fund
Manage episode 291020320 series 2918135
内容由Eric Clark提供。所有播客内容（包括剧集、图形和播客描述）均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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, MasterCard, American Express, travel stocks and where we see important spending trends headed in 2021. Virtually every investor is underweight the global consumer stocks and the travel stocks in particular at a time when the momentum factor will highlight their strength which brings in more buyers strictly looking for momentum ideas.
Safehouse's website is www.safehousecap.com @Shariffarha
For more info about investing in mega brands: https://www.globalbrandsmatter.com
65集单集
Ep 5 - Mega Brands - A special conversation with Sharif Farha, PM from the Safehouse Global Consumer Fund
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
分享
Manage episode 291020320 series 2918135
内容由Eric Clark提供。所有播客内容（包括剧集、图形和播客描述）均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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, MasterCard, American Express, travel stocks and where we see important spending trends headed in 2021. Virtually every investor is underweight the global consumer stocks and the travel stocks in particular at a time when the momentum factor will highlight their strength which brings in more buyers strictly looking for momentum ideas.
Safehouse's website is www.safehousecap.com @Shariffarha
For more info about investing in mega brands: https://www.globalbrandsmatter.com
65集单集
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类似 Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet 的节目
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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…
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