Taking a long-term focus on quality companies and one of the biggest investment themes there isOn this episode of the Stocks & Markets podcast, Chris Versace is joined by Eric Clark, CIO at Accuvest and Portfolio Manager of the Alpha Brands Consumption Leaders ETF (LOGO). While the conversation begins with the current market retracement, upcoming earnings from Nvidia (NVDA), and thoughts on the AI trade, it pivots to the consumer and consumer spending. Eric discusses the strategy behind the LOGO ETF and how he’s developed the proprietary framework that powers it.Much like we do at TheStreet Pro Portfolio, one of Eric’s strategies is to follow the money, something that has helped evolve the starting universe behind the LOGO ETF. We also discuss why focusing on quality companies pays off in the long run.
