Podcasts by Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

S4 - Ep 14: Lilly & Obesity Disruption from 2023-11-16T18:17:21

Eli Lilly has been a monster stock over the last 5 years. It's compounded at 40%+ a year versus the market at roughly 11%. This great biopharma brand spends $6B a year on R&D, organicall...

S4 - Ep 13 Microsoft: A Core Compounder from 2023-11-13T20:52:27

Mr Softy has been a monster stock for over 40 years. The business is incredibly stable and predictable and management continues to keep innovating and growing. We see nothing that changes that o...

S4 - Ep 12 Apple, a Monster Stock from 2023-11-13T19:17:13

Apple could be the greatest consumer tech staple ever created. Sometimes we feel like we can't live without our phones, laptops, and airpods. Apple embodies everything a Mega Brand should be...

S4 - Ep 11 Luxury Brands Review: LVMH, L'Oreal, Hermes from 2023-11-10T20:09:46

The global luxury goods market is expected to be about $320B over the next 5 years. Strong demographic tailwinds exist as younger, aspirational luxury goods consumers spend more on the category ...

S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic from 2023-11-09T22:22:02

Athleisure is a lifestyle trend for global consumers. Nike & Lulu are dominating this trend along with a few other mega brands and emerging brands like Vuori. When you appeal to kids through...

S4 - Ep 9 Visa & Costco - Steady Eddy Investments from 2023-11-09T21:02:28

A solid, well-balanced portfolio holds great growth brands and steady-eddy, singles and doubles brands that have a history of beating the S&P 500. In this episode, I talk about the stable, p...

S4 - Ep 7 Private Market Investing - I review BX, APO, KKR & industry from 2023-11-08T18:16:01

More assets are migrating from public bond and equity markets to private markets each year. Why? The volatility profile and return profiles have been better and the private markets can act as a ...

S4 - Ep 8 UBER - Earnings Review from 2023-11-07T21:05:04

When a company is a verb, it's become part of the social consciousness. When that happens, Mega Brand Status is a sure thing. That tends to be a great thing for a stock. Uber finally got its...

S4 - Ep 6 Mercado Libre MELI Earnings Review from 2023-11-03T23:45:32

Mercado Libre is the Amazon of Latin America. They provide an e-commerce marketplace along with the ancillary products and services to keep consumers engaged and merchants selling products. Thos...

S4 - Ep 5 Draftkings (DKNG) Earnings Review from 2023-11-03T19:18:12

Draftkings has become the #1 market share brand in the sports betting and iGaming industry. We love the company, the app, and the stock has been a monster over the last year. The company has mad...

S4 - Ep 4: Live Nation Earnings Review from 2023-11-03T17:54:36

Live Nation and the experience economy is a key theme and holding in the Brands equity strategy. In today's video, I review the live entertainment trends and the record quarter reported by t...

S4 - Ep 3: Amazon Earnings Review from 2023-10-27T04:31:57

Today, I review Amazons earnings, supply some fun facts and remind investors, core retail is worthy of paying attention to. Sum of the parts warrants 50% upside and retail, Ads, AWS inflecting p...

S4 - Ep 2 - Spotify Earnings Review & Outlook from 2023-10-24T20:47:07

I talk about Spotifys earnings report and their cross-over into sustainable profitability. They are well on their way to having 1 billion global subscribers and profitability has a catch-up comi...

NFL - Season 1 - Ep 1 Niners & Eagles Chat from 2023-10-13T03:00:49

Weekly NFL sports betting episode: Niners & Eagles discussed.

We are investors of Mega Brands and emerging Mega Brands. Names like Apple, Amazon, Google, Meta, Nike, Lululemon, Visa, ...

S4 - Ep 1 Global Brands Update - September 2023 from 2023-09-14T20:10:39

A quick update on why it's important to own sufficient consumer discretionary and tech exposure and why mega brands are such great investments. I also provide an update on the portfolio and ...

S3 Ep 10 - Making Money Tracking Large, Unusual Options Flows with @jamesbulltard7 on Twitter from 2023-07-14T17:56:35

The options markets have become enormous and are large enough that even long-term investors have to pay attention. There's a ton of madness that happens in options markets and its a favorite...

S3 - Ep 9 Q2 Dynamic Brands Commentary & Outlook from 2023-07-11T17:12:53

This is the audio version for the Q2 Brands commentary and portfolio positioning. This is not investment advice, just one mans opinion on markets, brands, and the consumer! Enjoy!

S3 - Ep 8 The State of the Consumer Today & How the Brands Portfolio is Positioned from 2023-06-20T20:05:56

Today's interview where we talk about the global consumption theme, why it's an important allocation to a portfolio and what drove outperformance 2017-2021, why we underperformed in a to...

S3 - Ep 7 The Dynamic Brands Fund - Why the Consumer, Brands, & the Portfolio May 2023 from 2023-05-18T01:13:25

This is an all encompassing audio presentation that discusses why anyone would want to invest in the theme of global household spending (it's a $40+ trillion a year theme), why the theme is ...

S3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti Convo from 2023-05-02T21:17:01

Like many in our industry, John started investing (studying businesses and valuing stocks) in college so he's been analyzing businesses and following markets for almost 25 years. John gradua...

S3 - Ep 5 2022 in Review & How the Brands see's things & is positioned for 2023 from 2023-01-10T20:45:26

This is the audio version of our 2022 Fund Letter for the brands strategy.

I discuss what went wrong in 2022, where sentiment is and what that could mean for 2023, the history of Fed Fund...

S3 - Ep 4 Sean Emory - Avory & Co on 2023 and stock talk from 2022-12-14T18:59:25

I check in with great investor, Sean Emory CIO of Avory & Co.

We talked about the macro and inflationary environment and when we might see a rate of change tailwind.

We got bac...

S3 Ep 3 - Paul Cerro, Cedar Grove Capital on markets, the consumer, cannabis, private investing from 2022-12-08T22:06:12

Today I chatted with a dedicated Cannabis, Consumer and Consumer Tech investor, Paul Cerro from Cedar Grove Capital.

I met Paul on Twitter ( @paulcerro )and really enjoy his thoughts and ...

S3 Ep 2 David Trainer - New Constructs - Better Fundamental Research using Machine Learning from 2022-10-04T16:29:50

Today's conversation was really fun. I talked with founder of New Constructs Research, David Trainer.

David has a long career in fundamental analysis and founded New Constructs to enhance...

S3 Ep 1 - Quick Market Update - Wide Lens View of Sectors, Cost Averaging Benefits, and Portfolio Overview from 2022-09-20T18:55:44

In today's 30 minute quick update I talk about the macro > micro world we live in today, the Fed, the effects on the economy, and which sectors tend to outperform the most. Hint: Tech, Consum...

S2 Ep 14 - Adam Parker - Trivariate Research on markets, winning sectors and estimates from 2022-09-06T17:18:40

Today's podcast was a treat for me, I have been following Adam for a very long time back to his days at Morgan Stanley.

Adam founded Trivariate Research, which combines fundamental, quant...

S2 Ep 13 - An Energy Chat w/Paul Sankey, Sankey Research from 2022-08-24T19:22:09

Today's chat was incredibly fun. I talked with Paul Sankey, founder of Sankey Research, an energy consultant and advisor to energy companies and large institutional investors. With many decades ...

S2 - Ep 12 Paul Cerro - Consumer/Cannabis/Tech focused Long/Short Fund from 2022-07-28T19:47:48

Today I chatted with a dedicated Cannabis, Consumer and Consumer Tech investor, Paul Cerro from Cedar Grove Capital.

I met Paul on Twitter ( @paulcerro )and really enjoy his thoughts and ...

S2 - Ep 11 Under Armour: Deep Dive via Brand, Biz, Innovation from 2022-07-26T18:17:06

I spent a week going through Under Armour's website, its app, the quarterly reports and annual reports to try and identify what's wrong with the company and it's stock. Overall, UAA seems to be ...

S2 - Ep 10 Best Consumer Analyst in the Industry - Simeon Siegel - Consumer Equity Research at BMO from 2022-07-15T17:02:02

This chat is my all-time favorite conversation with the best consumer analyst in the industry. He's a top ranked analyst for a reason, he knows retail and the consumer better than anyone. Simeon...

S2 - Ep 9 (Audio) Sean Emory from AvoryCo returns to talk markets, macro and stocks from 2022-07-14T21:46:41

It's nice to have a former guest, Sean Emory back on the podcast.

We talked about the macro and inflationary environment and when we might see a rate of change tailwind.

We also ta...

S2 - Ep8 - Dynamic Brands Q2 2022 Commentary from 2022-07-13T19:52:15

I discuss the market for the first half of 2022 and add a historical perspective from 1970, the last time markets had as bad a first 6 months. I talk about the inflation, rates and macro headwin...

S2 - Ep7 - Mark Mahaney - Evercore ISI Tech & Internet Analyst - Lets talk high quality that's dislocated & cheap from 2022-05-20T20:15:37

Today's conversation was one of my favorites. I have been a long-term follower of Mark Mahaney (@markmahaney on Twitter).

He's been covering tech and Internet stocks for 30+ years and has...

S2 - Ep6 - Barry Schwartz - Baskin Wealth, $1B Advisory Firm - The market sell-off continues from 2022-05-18T21:02:59

In episode 6, I have a wonderful conversation with Barry Schwartz of Baskin Wealth in Toronto. Barry's a very smart investor of high quality, stable companies. We talk about the current market s...

S2 - Ep5 - Rahul Sharma - @Retail_Guru on Twitter = Consumer brands & the opportunities today from 2022-03-29T17:56:08

In today's chat, I talk with an incredibly experienced retail investor, Rahul Sharma of Neev Capital (@Retail_Guru on Twitter) 

Rahul is a former Global Consumer Fund Manager and has...

S2 - Ep4 - Sharif Farha, Safehousecap.com on Consumer Stock Investing from 2022-01-11T17:21:49

Today I welcome back a former guest, Sharif Farha from Safehouse Capital in Dubai. We both manage consumer-focused portfolios and todays conversation we cover a host of brands and thematics.

S2 - Ep 3 - 2021 Brands Fund Letter - Audio version from 2022-01-05T23:20:49

This is the audio version of our 2021 Brands Fund Letter. Welcome to Mr. Toads Wild Ride market in 2021.

I highlight the kind of market environment we had in 2021, what we see for 2022 an...

S2 - Ep 2 - METAVERSE discussion with Sean Avory & Will Hershey "META" ETF, Roundhill Investments from 2021-11-18T22:21:30

Today, we have a spirited discussion with two well-informed METAVERSE investors and ETF product creators.

Sean Avory or Avory & Co and Will Hershey of Roundhill Investments join me to...

S2 - Ep 1 - Brand Intimacy Report w/Mario Natarelli, Managing Partner MBLM.com from 2021-09-13T20:29

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 discus...

Ep 14 - Emles Alpha Opportunities ETF Conversation with PM, Nathan Miller. from 2021-07-12T17:56:30

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 informat...

Ep 13 - Live and unscripted chat with my partner at Accuvest & fellow PM on the Brands Strategies, James Calhoun from 2021-07-06T23:08:48

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. ...

Ep 12 - David Miller - Strategy Shares ETF's - We talk about HNDL, a high income ETF & GLDB, a gold hedged Bond ETF from 2021-06-01T20:47:50

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 ...

Ep 11 - Dan Kline 7investing.com - Great conversation about the opportunities in Retail stocks what makes a great consumer business from 2021-05-27T21:20:32

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 v...

Ep 10 - Gabriel Hammond, Emles Advisors & the LUXE ETF. This ETF focuses on the insatiable appetite for luxury goods & the Brands that dominate the category from 2021-05-15T22:45:10

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 th...

Ep 9 - Doug Stephens, RetailProphet.com, author of Resurrecting Retail: The future of business in a post-pandemic world from 2021-05-15T14:48:32

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 ...

Ep 8 - Mega Brands - Barry Schwartz conversation "7 billion people like to buy things every day, that's why we love consumer brands" from 2021-05-05T01:16:29

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 portfoli...

Ep 7 - Mega Brands - Let's talk about Fixed Income with a very smart strategy & asset class that's under-owned from 2021-03-22T15:14:46

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....

Ep 6 - Mega Brands - An epic conversation with a Fintech & payments specialist investor Warren Fisher, Manole Capital from 2021-03-11T15:18:24

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...

Ep 5 - Mega Brands - A special conversation with Sharif Farha, PM from the Safehouse Global Consumer Fund from 2021-03-09T19:06:40

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 consumptio...

Ep 4 - Mega Brands - Special conversation with Sean Avory, Avory & Co @_SeanDavid from 2020-08-25T04:03:31

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 hi...

Ep 3 - Mega Brands - Special tech investing interview with veteran investor Paul Meeks from the Wireless Fund WIREX from 2020-07-30T21:22:52

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...

Ep 2 - Mega Brands - Investing in the $44 trillion global consumer spending theme via Mega Brands from 2019-12-23T15:46:55

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...

Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System from 2019-12-03T21:31:35

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 resonat...