Mega-Brands: Investing in Mega Trends Through Mega Brands

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 as Strategy Shares on the ETF business line.  Today we talk about 2 of Strategy Shares ETF offerings: 1. "HNDL" - Nasdaq 7HANDL Index ETF - a multi-asset high income portfolio that targets a 7% yield p...

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 very smart analysts covering important sectors and industries and the companies that appear to be dominating and offer strong investment opportunities. Dan also hosts a Youtube channel called 7investing NOW...

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 the need to create SteelPath, an investment firm that focused exclusively on energy infrastructure as well as his creation of Alerian, a leading energy infrastructure data and analytics company. Alerian creat...

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 and his latest book, Resurrecting Retail is my new favorite. Doug has the ear of the major brands for important strategic decisions made inside boardrooms. The knowledge he has of the retail industry, its f...

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 portfolio that holds some significant exposure in Mega Brands like Microsoft, Apple, Google, Costco, Visa, JP Morgan, Amazon, Netflix, Activision, Ferrari, Domino's Pizza, Vail Resorts, and more.  We talk abou...

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.  My conversation with the Portfolio Manager from the Catalyst Enhanced Income Strategy Fund (EIXIX) is very insightful. We talk about the bond allocation for Advisors and investors and why it's likely...

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 to this important and disruptive thematic. We talk about his definition of fintech, his presentation called "the death of cash", bitcoin and crypto along with the recession resistant digital payments indus...

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 consumption theme. Sharif manages his fund in Dubai and runs a concentrated portfolio of the teams best consumer ideas. We talk Canada goose, Spotify, RH, Visa, MasterCard, American Express, travel stocks and where w...

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 high net worth families. Sean and his team run a highly concentrated portfolio if innovators and transition stories. Some names you will recognize and others you will not. That's what's cool about their portf...

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 Fund, WIREX which he took over 11/2018 with very successful results. The fund is very concentrated and is dedicated to technology investing across a variety of industries and thematics driving technology a...

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 the important mega themes serving global consumerism over a lifetime of spending. From pampers to starting a family, buying that first house, saving for college and getting your hips replaced, the consumption the...

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 resonating with global customers. I explain our proprietary Brand Relevance Scoring System, why it was created and what qualitative and quantitative factors are utilized. I'll list the highest ranked 25 Brands fro...