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S5 Ep 1: 2024 Dynamic Brands Fund Commentary

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Manage episode 394620885 series 2918135
Indhold leveret af Eric Clark. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Eric Clark eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In today's episode, I discuss the 2023 Brands Fund returns, what worked, and what we expect for 2024. I highlight the Mega Brands returns, the mean reversions that still are likely to come and what a goldilocks scenario looks like using 53 years of market returns at different Fed Funds and inflation regimes.

To get more information on how to invest in the brands that matter most:

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

72 episoder

Artwork
iconDel
 
Manage episode 394620885 series 2918135
Indhold leveret af Eric Clark. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Eric Clark eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In today's episode, I discuss the 2023 Brands Fund returns, what worked, and what we expect for 2024. I highlight the Mega Brands returns, the mean reversions that still are likely to come and what a goldilocks scenario looks like using 53 years of market returns at different Fed Funds and inflation regimes.

To get more information on how to invest in the brands that matter most:

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

72 episoder

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