The Next Phase of AI & the Power of Trusted Brands

In this episode of ETF Spotlight, host Neena Mishra interviews Eric Clark, CIO at Equivest, about the Alpha Brands Consumption Leaders ETF (LOGO). They discuss the next phase of AI enablement, focusing on companies that will benefit from AI deployment across traditional industries, such as Walmart, Shopify, and ServiceNow. Eric explains how these companies are improving efficiency and margins through AI. The conversation shifts to the U.S. consumer, highlighting the impact of the pandemic, inflation, and tariffs on spending habits, with consumers becoming more value-conscious. Eric also elaborates on the philosophy behind LOGO, emphasizing the importance of investing in brands that consumers trust and the fund's top holdings, including Amazon, Uber, and Costco. Finally, they touch on Oracle and the potential risks and rewards of its AI investments.