Lépjen offline állapotba az Player FM alkalmazással!
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
«
»
S5 Ep 1: 2024 Dynamic Brands Fund Commentary
Manage episode 394620885 series 2918135
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:
67 epizódok
S5 Ep 1: 2024 Dynamic Brands Fund Commentary
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 394620885 series 2918135
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:
67 epizódok
すべてのエピソード
×Üdvözlünk a Player FM-nél!
A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.