S3 - Ep 5 2022 in Review & How the Brands see's things & is positioned for 2023 - a podcast by Eric Clark

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 mean for 2023, the history of Fed Funds and inflation versus what we have seen since 2009 and what mega themes and brands we are exposed to as we start 2023.

For more information on the brands strategy & portfolio: https://www.globalbrandsmatter.com/dynamic-portfolio

Further episodes of Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

Further podcasts by Eric Clark

Website of Eric Clark