Mega-Brands: Investing in Mega Trends Through Mega Brands

LOGO ETF Portfolio Overview

20 Nov 2025

Contributed by Lukas

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

LOUP ETF: Why Frontier Tech is Working Well

14 Nov 2025

Contributed by Lukas

A great interview with a co-founder of Deepwater Asset Management talking about technology, AI, and the opportunities in Frontier Tech via their ETF, ...

LOGO ETF: Episode 1

08 Jun 2025

Contributed by Lukas

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 ...

More on Global Brands Investing - LOGO

01 Jun 2025

Contributed by Lukas

Another add-on on global brands and LOGO

LOGO ETF AI Overview

01 Jun 2025

Contributed by Lukas

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

S10, Ep 3: February 2025 Dynamic Brands Commentary

03 Mar 2025

Contributed by Lukas

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...

S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update

04 Feb 2025

Contributed by Lukas

The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the b...

S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary

06 Jan 2025

Contributed by Lukas

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 all...

Mark Mahaney ISI: Whats in store for TMT in 2025

23 Dec 2024

Contributed by Lukas

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 list...

S9, Ep 19: Dynamic Brands November '24 Update & Market Notes

03 Dec 2024

Contributed by Lukas

I talk about the performance in November and YTD in the Dynamic Brands equity strategy. I focus on the high-tracking error nature of the process and p...

S9 Ep 18: MS Black Friday Report Summary

02 Dec 2024

Contributed by Lukas

Using Googles NotebookLM to create a 1-1 podcast chat discussing a new MS report on Black Friday, winners and losers and retail trends. For more abo...

S9 Ep 17 GS: Consumer Dashboard & Spending Update

29 Nov 2024

Contributed by Lukas

Using AI 1-1 podcast format for topics and brands focused on the global household spending theme which is $50T in size. For more information on inves...

S9, Ep 16: Dicks Sporting Goods, Earnings Review

29 Nov 2024

Contributed by Lukas

I look at the Dicks Sporting Goods quarter and add some color from MS and Goldman notes. We do NOT own Dicks at this time but are considering it. For...

S9 Ep 15: Dynamic Brands Portfolio Update

29 Nov 2024

Contributed by Lukas

This is becoming a very cool experiment. I drop in all my notes on the portfolio of brands we own in the Dynamic Brands Fund HSUTX and Googles Noteboo...

S9, Ep 14: Summary of Dynamic Brands Brochure using AI

23 Nov 2024

Contributed by Lukas

If you haven't tried Googles NotebookLM product to summarize marketing brochures and other readings using a 1-1 podcast format, you have to try it, it...

S9 Ep 13: Dynamic Brands Oct 2024 Portfolio & Market Update

04 Nov 2024

Contributed by Lukas

In this months update, I talk about the month and YTD of the brands equity strategy, what worked by sector and style box as well as how each brand we ...

S9 Ep 12: Dynamic Brands Q3 2024 Portfolio Update

02 Oct 2024

Contributed by Lukas

In today's episode, I cover the month of September and Q3 returns for the Brands Fund, the markets, sectors, and the brands we own. I talk about the a...

S9, Ep 11: Aug 24024 Consumer, Portfolio, Market Update

03 Sep 2024

Contributed by Lukas

In today's August Dynamic Brands Update, I talk about the market returns along with what styles & sectors are doing YTD. I talk about the glob...

S9, Ep 10: July 2024 Market & Global Brands Update

05 Aug 2024

Contributed by Lukas

Today I discuss the volatility in markets today, the July & August rout in equities. I highlight the "everything else" trade and if it h...

S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update

02 Jul 2024

Contributed by Lukas

I discuss the quarter and YTD p[eriod for the brands portfolio as wlel as overall markets and what worked and didn't work. I also talk about the w...

S5, Ep 8 June 2024 Dynamic Brands Update

09 Jun 2024

Contributed by Lukas

I discuss the overall market, rates, inflation, economic data and the global brands we own. I also highlight which sectors and style boxes are perform...

S5 - Ep 7 - April 2024 Global Brands + Market Update

08 May 2024

Contributed by Lukas

In today's April and YTD update I discuss what we see in equity markets, how top global brands are performing, what we see for inflation, the Fed,...

S5 Ep 6: LVMH Q1 Earnings Update

16 Apr 2024

Contributed by Lukas

We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as ...

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet (Trailer)

10 Apr 2024

Contributed by Lukas

+11.4% Q1 2024 Update: Brands Matter

30 Mar 2024

Contributed by Lukas

I cover Q1 Dynamic Brands performance, lots of stock, sector, style box return info as well as how we see consumer spending playing out the rest of th...

S5 - Ep 5 Manchester United, MANU - Worth $10B one day?

24 Mar 2024

Contributed by Lukas

MANU is one of the most recognized and valuable sports brands in the world. This club is worth much more with a new owner, strategy, players, stadium,...

S5 - Ep 4 Feb 2024 Brands & Trading Update

29 Feb 2024

Contributed by Lukas

A February 2024 and YTD Dynamic Brands & Market update. I also talk about the active trading environment and the net gains taken for the month wit...

S5 - Ep 3: Jan 2024 Brands, Trading, & Market Update

01 Feb 2024

Contributed by Lukas

Here's our January 2024 market and global brands update. I talk about the market overall, the brands portfolio in specific, and the results of the...

S5 Ep2: Energy Stocks & Markets via Expert Paul Sankey

22 Jan 2024

Contributed by Lukas

Todays episode talks about the energy markets, energy stocks, and where there could be opportunities for investors and even traders. I check in with e...

S4 Ep 18: Dominos Pizza: Back to Winning

11 Jan 2024

Contributed by Lukas

With >20,000 stores worldwide, Domino's is the largest Pizza company in the world. The stock has a strong history of beating the S&P 500 ov...

S4 Ep 17: TJX - Off-Price Retail is Where it's at

10 Jan 2024

Contributed by Lukas

TJX, Marshalls, Home Goods, and Sierra is a >$100B retail brand that has compounded at a above-market rate for many decades. With over 3500 stores ...

S5 Ep 1: 2024 Dynamic Brands Fund Commentary

10 Jan 2024

Contributed by Lukas

In today's episode, I discuss the 2023 Brands Fund returns, what worked, and what we expect for 2024. I highlight the Mega Brands returns, the mea...

S4 Ep 16: Why we Like Expedia in a Big Way Today

08 Jan 2024

Contributed by Lukas

Travel has always been a very important spending category for consumers globally. Post pandemic, we still see strong travel demand and better profitab...

S4 Ep 15: Boring Can Make You alot of Money - AZO & ORLY

08 Jan 2024

Contributed by Lukas

In today's quick video, I discuss our allocation to a more defensive, stable consumer spending industry, auto parts and retail auto maintenance vi...

S4 - Ep 14: Lilly & Obesity Disruption

16 Nov 2023

Contributed by Lukas

Eli Lilly has been a monster stock over the last 5 years. It's compounded at 40%+ a year versus the market at roughly 11%. This great biopharma br...

S4 - Ep 13 Microsoft: A Core Compounder

13 Nov 2023

Contributed by Lukas

Mr Softy has been a monster stock for over 40 years. The business is incredibly stable and predictable and management continues to keep innovating and...

S4 - Ep 12 Apple, a Monster Stock

13 Nov 2023

Contributed by Lukas

Apple could be the greatest consumer tech staple ever created. Sometimes we feel like we can't live without our phones, laptops, and airpods. Appl...

S4 - Ep 11 Luxury Brands Review: LVMH, L'Oreal, Hermes

10 Nov 2023

Contributed by Lukas

The global luxury goods market is expected to be about $320B over the next 5 years. Strong demographic tailwinds exist as younger, aspirational luxury...

S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic

09 Nov 2023

Contributed by Lukas

Athleisure is a lifestyle trend for global consumers. Nike & Lulu are dominating this trend along with a few other mega brands and emerging brands...

S4 - Ep 9 Visa & Costco - Steady Eddy Investments

09 Nov 2023

Contributed by Lukas

A solid, well-balanced portfolio holds great growth brands and steady-eddy, singles and doubles brands that have a history of beating the S&P 500....

S4 - Ep 7 Private Market Investing - I review BX, APO, KKR & industry

08 Nov 2023

Contributed by Lukas

More assets are migrating from public bond and equity markets to private markets each year. Why? The volatility profile and return profiles have been ...

S4 - Ep 8 UBER - Earnings Review

07 Nov 2023

Contributed by Lukas

When a company is a verb, it's become part of the social consciousness. When that happens, Mega Brand Status is a sure thing. That tends to be a g...

S4 - Ep 6 Mercado Libre MELI Earnings Review

03 Nov 2023

Contributed by Lukas

Mercado Libre is the Amazon of Latin America. They provide an e-commerce marketplace along with the ancillary products and services to keep consumers ...

S4 - Ep 5 Draftkings (DKNG) Earnings Review

03 Nov 2023

Contributed by Lukas

Draftkings has become the #1 market share brand in the sports betting and iGaming industry. We love the company, the app, and the stock has been a mon...

S4 - Ep 4: Live Nation Earnings Review

03 Nov 2023

Contributed by Lukas

Live Nation and the experience economy is a key theme and holding in the Brands equity strategy. In today's video, I review the live entertainment...

S4 - Ep 3: Amazon Earnings Review

27 Oct 2023

Contributed by Lukas

Today, I review Amazons earnings, supply some fun facts and remind investors, core retail is worthy of paying attention to. Sum of the parts warrants ...

S4 - Ep 2 - Spotify Earnings Review & Outlook

24 Oct 2023

Contributed by Lukas

I talk about Spotifys earnings report and their cross-over into sustainable profitability. They are well on their way to having 1 billion global subsc...

NFL - Season 1 - Ep 1 Niners & Eagles Chat

13 Oct 2023

Contributed by Lukas

Weekly NFL sports betting episode: Niners & Eagles discussed. We are investors of Mega Brands and emerging Mega Brands. Names like Apple, Amazon, ...

S4 - Ep 1 Global Brands Update - September 2023

14 Sep 2023

Contributed by Lukas

A quick update on why it's important to own sufficient consumer discretionary and tech exposure and why mega brands are such great investments. I ...

S3 Ep 10 - Making Money Tracking Large, Unusual Options Flows with @jamesbulltard7 on Twitter

14 Jul 2023

Contributed by Lukas

The options markets have become enormous and are large enough that even long-term investors have to pay attention. There's a ton of madness that h...

S3 - Ep 9 Q2 Dynamic Brands Commentary & Outlook

11 Jul 2023

Contributed by Lukas

This is the audio version for the Q2 Brands commentary and portfolio positioning. This is not investment advice, just one mans opinion on markets, bra...

S3 - Ep 8 The State of the Consumer Today & How the Brands Portfolio is Positioned

20 Jun 2023

Contributed by Lukas

Today's interview where we talk about the global consumption theme, why it's an important allocation to a portfolio and what drove outperforma...

S3 - Ep 7 The Dynamic Brands Fund - Why the Consumer, Brands, & the Portfolio May 2023

18 May 2023

Contributed by Lukas

This is an all encompassing audio presentation that discusses why anyone would want to invest in the theme of global household spending (it's a $4...

S3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti Convo

02 May 2023

Contributed by Lukas

Like many in our industry, John started investing (studying businesses and valuing stocks) in college so he's been analyzing businesses and follow...

S3 - Ep 5 2022 in Review & How the Brands see's things & is positioned for 2023

10 Jan 2023

Contributed by Lukas

This is the audio version of our 2022 Fund Letter for the brands strategy. I discuss what went wrong in 2022, where sentiment is and what that could m...

S3 - Ep 4 Sean Emory - Avory & Co on 2023 and stock talk

14 Dec 2022

Contributed by Lukas

I check in with great investor, Sean Emory CIO of Avory & Co. We talked about the macro and inflationary environment and when we might see a rate ...

S3 Ep 3 - Paul Cerro, Cedar Grove Capital on markets, the consumer, cannabis, private investing

08 Dec 2022

Contributed by Lukas

Today I chatted with a dedicated Cannabis, Consumer and Consumer Tech investor, Paul Cerro from Cedar Grove Capital. I met Paul on Twitter ( @paulcerr...

S3 Ep 2 David Trainer - New Constructs - Better Fundamental Research using Machine Learning

04 Oct 2022

Contributed by Lukas

Today's conversation was really fun. I talked with founder of New Constructs Research, David Trainer. David has a long career in fundamental analysis ...

S3 Ep 1 - Quick Market Update - Wide Lens View of Sectors, Cost Averaging Benefits, and Portfolio Overview

20 Sep 2022

Contributed by Lukas

In today's 30 minute quick update I talk about the macro > micro world we live in today, the Fed, the effects on the economy, and which sectors ten...

S2 Ep 14 - Adam Parker - Trivariate Research on markets, winning sectors and estimates

06 Sep 2022

Contributed by Lukas

Today's podcast was a treat for me, I have been following Adam for a very long time back to his days at Morgan Stanley. Adam founded Trivariate Resear...

S2 Ep 13 - An Energy Chat w/Paul Sankey, Sankey Research

24 Aug 2022

Contributed by Lukas

Today's chat was incredibly fun. I talked with Paul Sankey, founder of Sankey Research, an energy consultant and advisor to energy companies and large...

S2 - Ep 12 Paul Cerro - Consumer/Cannabis/Tech focused Long/Short Fund

28 Jul 2022

Contributed by Lukas

Today I chatted with a dedicated Cannabis, Consumer and Consumer Tech investor, Paul Cerro from Cedar Grove Capital. I met Paul on Twitter ( @paulcerr...

S2 - Ep 11 Under Armour: Deep Dive via Brand, Biz, Innovation

26 Jul 2022

Contributed by Lukas

I spent a week going through Under Armour's website, its app, the quarterly reports and annual reports to try and identify what's wrong with the compa...

S2 - Ep 10 Best Consumer Analyst in the Industry - Simeon Siegel - Consumer Equity Research at BMO

15 Jul 2022

Contributed by Lukas

This chat is my all-time favorite conversation with the best consumer analyst in the industry. He's a top ranked analyst for a reason, he knows retail...

S2 - Ep 9 (Audio) Sean Emory from AvoryCo returns to talk markets, macro and stocks

14 Jul 2022

Contributed by Lukas

It's nice to have a former guest, Sean Emory back on the podcast. We talked about the macro and inflationary environment and when we might see a rate ...

S2 - Ep8 - Dynamic Brands Q2 2022 Commentary

13 Jul 2022

Contributed by Lukas

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 ...

S2 - Ep7 - Mark Mahaney - Evercore ISI Tech & Internet Analyst - Lets talk high quality that's dislocated & cheap

20 May 2022

Contributed by Lukas

Today's conversation was one of my favorites. I have been a long-term follower of Mark Mahaney (@markmahaney on Twitter). He's been covering tech and ...

S2 - Ep6 - Barry Schwartz - Baskin Wealth, $1B Advisory Firm - The market sell-off continues

18 May 2022

Contributed by Lukas

In episode 6, I have a wonderful conversation with Barry Schwartz of Baskin Wealth in Toronto. Barry's a very smart investor of high quality, stable c...

S2 - Ep5 - Rahul Sharma - @Retail_Guru on Twitter = Consumer brands & the opportunities today

29 Mar 2022

Contributed by Lukas

In today's chat, I talk with an incredibly experienced retail investor, Rahul Sharma of Neev Capital (@Retail_Guru on Twitter)  Rahul is a former...

S2 - Ep4 - Sharif Farha, Safehousecap.com on Consumer Stock Investing

11 Jan 2022

Contributed by Lukas

Today I welcome back a former guest, Sharif Farha from Safehouse Capital in Dubai. We both manage consumer-focused portfolios and todays conversation ...

S2 - Ep 3 - 2021 Brands Fund Letter - Audio version

05 Jan 2022

Contributed by Lukas

This is the audio version of our 2021 Brands Fund Letter. Welcome to Mr. Toads Wild Ride market in 2021. I highlight the kind of market environment we...

S2 - Ep 2 - METAVERSE discussion with Sean Avory & Will Hershey "META" ETF, Roundhill Investments

18 Nov 2021

Contributed by Lukas

Today, we have a spirited discussion with two well-informed METAVERSE investors and ETF product creators. Sean Avory or Avory & Co and Will Hershe...

S2 - Ep 1 - Brand Intimacy Report w/Mario Natarelli, Managing Partner MBLM.com

13 Sep 2021

Contributed by Lukas

Today's conversation focuses on a recent report from MBLM.com called: Brand Intimacy - Covid Update. I talk with Mario Natarelli, Managing Partner of ...

Ep 14 - Emles Alpha Opportunities ETF Conversation with PM, Nathan Miller.

12 Jul 2021

Contributed by Lukas

My conversation today is with Nathan Miller, the PM and creator of the Alpha Opportunities strategy that's now available via an active ETF with the sy...

Ep 13 - Live and unscripted chat with my partner at Accuvest & fellow PM on the Brands Strategies, James Calhoun

06 Jul 2021

Contributed by Lukas

Today's conversation is a one-on-one chat with my co-Portfolio Manager on the Dynamic Brands Strategy, James Calhoun. James is a CFA and vital to all ...

Ep 12 - David Miller - Strategy Shares ETF's - We talk about HNDL, a high income ETF & GLDB, a gold hedged Bond ETF

01 Jun 2021

Contributed by Lukas

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 Rat...

Ep 11 - Dan Kline 7investing.com - Great conversation about the opportunities in Retail stocks what makes a great consumer business

27 May 2021

Contributed by Lukas

In episode 11 I talk Retail stocks and consumer spending brands with Retail & pop-culture analyst Dan Kline from 7investing.com. 7investing is a s...

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

15 May 2021

Contributed by Lukas

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 Ener...

Ep 9 - Doug Stephens, RetailProphet.com, author of Resurrecting Retail: The future of business in a post-pandemic world

15 May 2021

Contributed by Lukas

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...

Ep 8 - Mega Brands - Barry Schwartz conversation "7 billion people like to buy things every day, that's why we love consumer brands"

05 May 2021

Contributed by Lukas

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 c...

Ep 7 - Mega Brands - Let's talk about Fixed Income with a very smart strategy & asset class that's under-owned

22 Mar 2021

Contributed by Lukas

In episode 7, I talk to Leland Abrams, a  fixed income Portfolio Manager and specialist in the highly under-owned and under-appreciated Residenti...

Ep 6 - Mega Brands - An epic conversation with a Fintech & payments specialist investor Warren Fisher, Manole Capital

11 Mar 2021

Contributed by Lukas

In episode 6, I have a great conversation with Fintech & payments specialist Warren Fisher from Manole Capital. Manole runs a suite of separate ac...

Ep 5 - Mega Brands - A special conversation with Sharif Farha, PM from the Safehouse Global Consumer Fund

09 Mar 2021

Contributed by Lukas

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 inves...

Ep 4 - Mega Brands - Special conversation with Sean Avory, Avory & Co @_SeanDavid

25 Aug 2020

Contributed by Lukas

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 manage...

Ep 3 - Mega Brands - Special tech investing interview with veteran investor Paul Meeks from the Wireless Fund WIREX

30 Jul 2020

Contributed by Lukas

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 current...

Ep 2 - Mega Brands - Investing in the $44 trillion global consumer spending theme via Mega Brands

23 Dec 2019

Contributed by Lukas

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 ...

Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System

03 Dec 2019

Contributed by Lukas

This is the kick-off episode of the Mega-Brands Podcast Series where we discuss the $44 trillion global consumption investment opportunity with partic...