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 headwinds we face and add some color around how consumers and businesses are dealing with a slowdown and high inflation. I talk about the power of Brands and why they are very well positioned for the environment we are in, even if the market does not reflect this currently. I also discuss the top 10 holdings as of June 30, 2022. Thanks for listening!

Website: https://www.globalbrandsmatter.com