Magic Markets #183: Investing in Global BRNDZ

Episode 183 July 10, 2024 00:30:37
Magic Markets #183: Investing in Global BRNDZ
Magic Markets
Magic Markets #183: Investing in Global BRNDZ

Jul 10 2024 | 00:30:37

/

Show Notes

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.

Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Other Episodes

Episode 43

September 16, 2021 00:26:26
Episode Cover

Magic Markets #43: Ask Herenya Part 1

This is the second episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys...

Listen

Episode 21

April 14, 2021 00:29:53
Episode Cover

Magic Markets #21: Crypto Arbitrage

With the help of the team from Future Forex, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the risks and opportunities of crypto...

Listen

Episode 88

August 10, 2022 01:06:15
Episode Cover

Magic Markets #88: Growth is for stock pickers

In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about...

Listen