Mega-Brands: Investing in Mega Trends Through Mega Brands

WHy focus on global brands? Why invest in consumer spending and B2B spending? We talk about that here.

For more information on LOGO, go to logoetf.com

A great interview with a co-founder of Deepwater Asset Management talking about technology, AI, and the opportunities in Frontier Tech via their ETF, LOUP, the Deepwater, Frontier Tech ETF. We talk about the power generation story, fintech opportunities, Robotics, Autonomous and augmented reality.

We talked about: First Solar, Tesla, SpaceX, their Venture Funds, application layer of AI, OpenAI, Databricks, Anduril, Cameco and more.

For more information on Deepwater Asset Mgt:

https://www.deepwatermgmt.com/

For more information on LOUP ETF:

https://www.innovatoretfs.com/etf/default.aspx?ticker=loup

Intelligent Alpha AI GPT ETF:

https://iaetfs.com/etf/

Hi Logoists, heres episode 1 of the new pod, LOGO Quicktakes where I talk about our new ETF, Alpha brands consumption leaders, LOGO is the symbol.. I talk about the market opportunity and how LOGO is managed and why you need dedication to this $60T theme. Enjoy!

Another add-on on global brands and LOGO

Great overview of the ALpha Brands Consumption Leaders ETF, LOGO from Google NotebookLM

I discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market volatility, how long it could last, and what's driving it. Uncertainty is driving everything right now. Perhaps the Trump administration wants an economic slowdown to help bring inflation and rates down so refinancing's get done at better rates?

I talk quickly about the current brands portfolio.

BRANDS MATTER

For more info on how to own great global brand:

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

The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfolio holdings performed and how the trading book performed for the month. Hint: the trading opportunities are robust and should stay that way for the next 4 years. Honestly, thats a great thing with valuations so high, trading can add a ton of value versus a full, buy-hold approach.

For more information on how to invest in the greatest brands ever created: I list the holdings, performance, and all the brochures and fact cards.

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

The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfolio holdings performed and how the trading book performed for the month. Hint: the trading opportunities are robust and should stay that way for the next 4 years. Honestly, thats a great thing with valuations so high, trading can add a ton of value versus a full, buy-hold approach.

For more information on how to invest in the greatest brands ever created: I list the holdings, performance, and all the brochures and fact cards.

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

In today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification benefits as well as return benefits. Brands tend to live in the sectors under-represented across indexes. The Fund is overweight Consumer Discretionary, Staples, Communication Services, and Financials vs the market. I talk about the holdings we own, their weight vs the benchmark and what we think will perform well in 2025.

For more information on investing in global brands:

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

Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI.

In this year end episode we talk about:

Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab.

"The year of efficiency has turned into multiple years of efficiencies...we expect this to continue...plus AI implementations driving better ROAI". Great margin stability and expansion.

You NEED to have his book on your desk: "Nothing But Net"

Amazon: https://a.co/d/5HfAWMp

For more information on investing in the greatest brands the world has ever seen:

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