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Episode | Date |
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S5 Ep 6: LVMH Q1 Earnings Update
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Apr 16, 2024 |
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet (Trailer)
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Apr 10, 2024 |
+11.4% Q1 2024 Update: Brands Matter
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Mar 30, 2024 |
S5 - Ep 5 Manchester United, MANU - Worth $10B one day?
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Mar 24, 2024 |
S5 - Ep 4 Feb 2024 Brands & Trading Update
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Feb 29, 2024 |
S5 - Ep 3: Jan 2024 Brands, Trading, & Market Update
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Feb 01, 2024 |
S5 Ep2: Energy Stocks & Markets via Expert Paul Sankey
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Jan 22, 2024 |
S4 Ep 18: Dominos Pizza: Back to Winning
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Jan 11, 2024 |
S4 Ep 17: TJX - Off-Price Retail is Where it's at
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Jan 10, 2024 |
S5 Ep 1: 2024 Dynamic Brands Fund Commentary
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Jan 10, 2024 |
S4 Ep 16: Why we Like Expedia in a Big Way Today
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Jan 08, 2024 |
S4 Ep 15: Boring Can Make You alot of Money - AZO & ORLY
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Jan 08, 2024 |
S4 - Ep 14: Lilly & Obesity Disruption
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Nov 16, 2023 |
S4 - Ep 13 Microsoft: A Core Compounder
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Nov 13, 2023 |
S4 - Ep 12 Apple, a Monster Stock
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Nov 13, 2023 |
S4 - Ep 11 Luxury Brands Review: LVMH, L'Oreal, Hermes
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Nov 10, 2023 |
S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic
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Nov 09, 2023 |
S4 - Ep 9 Visa & Costco - Steady Eddy Investments
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Nov 09, 2023 |
S4 - Ep 7 Private Market Investing - I review BX, APO, KKR & industry
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Nov 08, 2023 |
S4 - Ep 8 UBER - Earnings Review
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Nov 07, 2023 |
S4 - Ep 6 Mercado Libre MELI Earnings Review
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Nov 03, 2023 |
S4 - Ep 5 Draftkings (DKNG) Earnings Review
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Nov 03, 2023 |
S4 - Ep 4: Live Nation Earnings Review
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Nov 03, 2023 |
S4 - Ep 3: Amazon Earnings Review
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Oct 27, 2023 |
S4 - Ep 2 - Spotify Earnings Review & Outlook
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Oct 24, 2023 |
NFL - Season 1 - Ep 1 Niners & Eagles Chat
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Oct 13, 2023 |
S4 - Ep 1 Global Brands Update - September 2023
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Sep 14, 2023 |
S3 Ep 10 - Making Money Tracking Large, Unusual Options Flows with @jamesbulltard7 on Twitter
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Jul 14, 2023 |
S3 - Ep 9 Q2 Dynamic Brands Commentary & Outlook
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Jul 11, 2023 |
S3 - Ep 8 The State of the Consumer Today & How the Brands Portfolio is Positioned
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Jun 20, 2023 |
S3 - Ep 7 The Dynamic Brands Fund - Why the Consumer, Brands, & the Portfolio May 2023
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May 18, 2023 |
S3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti Convo
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May 02, 2023 |
S3 - Ep 5 2022 in Review & How the Brands see's things & is positioned for 2023
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Jan 10, 2023 |
S3 - Ep 4 Sean Emory - Avory & Co on 2023 and stock talk
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Dec 14, 2022 |
S3 Ep 3 - Paul Cerro, Cedar Grove Capital on markets, the consumer, cannabis, private investing
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Dec 08, 2022 |
S3 Ep 2 David Trainer - New Constructs - Better Fundamental Research using Machine Learning
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Oct 04, 2022 |
S3 Ep 1 - Quick Market Update - Wide Lens View of Sectors, Cost Averaging Benefits, and Portfolio Overview
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Sep 20, 2022 |
S2 Ep 14 - Adam Parker - Trivariate Research on markets, winning sectors and estimates
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Sep 06, 2022 |
S2 Ep 13 - An Energy Chat w/Paul Sankey, Sankey Research
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Aug 24, 2022 |
S2 - Ep 12 Paul Cerro - Consumer/Cannabis/Tech focused Long/Short Fund
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Jul 28, 2022 |
S2 - Ep 11 Under Armour: Deep Dive via Brand, Biz, Innovation
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Jul 26, 2022 |
S2 - Ep 10 Best Consumer Analyst in the Industry - Simeon Siegel - Consumer Equity Research at BMO
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Jul 15, 2022 |
S2 - Ep 9 (Audio) Sean Emory from AvoryCo returns to talk markets, macro and stocks
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Jul 14, 2022 |
S2 - Ep8 - Dynamic Brands Q2 2022 Commentary
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Jul 13, 2022 |
S2 - Ep7 - Mark Mahaney - Evercore ISI Tech & Internet Analyst - Lets talk high quality that's dislocated & cheap
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May 20, 2022 |
S2 - Ep6 - Barry Schwartz - Baskin Wealth, $1B Advisory Firm - The market sell-off continues
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May 18, 2022 |
S2 - Ep5 - Rahul Sharma - @Retail_Guru on Twitter = Consumer brands & the opportunities today
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Mar 29, 2022 |
S2 - Ep4 - Sharif Farha, Safehousecap.com on Consumer Stock Investing
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Jan 11, 2022 |
S2 - Ep 3 - 2021 Brands Fund Letter - Audio version
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Jan 05, 2022 |
S2 - Ep 2 - METAVERSE discussion with Sean Avory & Will Hershey "META" ETF, Roundhill Investments
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Nov 18, 2021 |
S2 - Ep 1 - Brand Intimacy Report w/Mario Natarelli, Managing Partner MBLM.com
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Sep 13, 2021 |
Ep 14 - Emles Alpha Opportunities ETF Conversation with PM, Nathan Miller.
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Jul 12, 2021 |
Ep 13 - Live and unscripted chat with my partner at Accuvest & fellow PM on the Brands Strategies, James Calhoun
|
Jul 06, 2021 |
Ep 12 - David Miller - Strategy Shares ETF's - We talk about HNDL, a high income ETF & GLDB, a gold hedged Bond ETF
|
Jun 01, 2021 |
Ep 11 - Dan Kline 7investing.com - Great conversation about the opportunities in Retail stocks what makes a great consumer business
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May 27, 2021 |
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
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May 15, 2021 |
Ep 9 - Doug Stephens, RetailProphet.com, author of Resurrecting Retail: The future of business in a post-pandemic world
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May 15, 2021 |
Ep 8 - Mega Brands - Barry Schwartz conversation "7 billion people like to buy things every day, that's why we love consumer brands"
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May 05, 2021 |
Ep 7 - Mega Brands - Let's talk about Fixed Income with a very smart strategy & asset class that's under-owned
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Mar 22, 2021 |
Ep 6 - Mega Brands - An epic conversation with a Fintech & payments specialist investor Warren Fisher, Manole Capital
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Mar 11, 2021 |
Ep 5 - Mega Brands - A special conversation with Sharif Farha, PM from the Safehouse Global Consumer Fund
|
Mar 09, 2021 |
Ep 4 - Mega Brands - Special conversation with Sean Avory, Avory & Co @_SeanDavid
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Aug 25, 2020 |
Ep 3 - Mega Brands - Special tech investing interview with veteran investor Paul Meeks from the Wireless Fund WIREX
|
Jul 30, 2020 |
Ep 2 - Mega Brands - Investing in the $44 trillion global consumer spending theme via Mega Brands
|
Dec 23, 2019 |
Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System
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Dec 03, 2019 |