Mid Year 2018 Market & Dynamic Portfolio Update

YTD 2018 through 6/30 we had volatility wake up, sentiment extremes on both ends of the spectrum and a 1-way street with growth stocks where performance is concerned. In this episode of the Brands podcast I discuss the first half of 2018 and what we expect for the rest of the year. I also discuss how the current dynamic brands portfolio is positioned. Hint: We made some very big changes at the end of June and early part of July to get the portfolio more balanced. Thanks for listening.