Episode Details
Back to EpisodesCommodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns
Episode 101
Published 2 years, 5 months ago
Description
Sam Burns of Mill Street Research isn't bullish on the commodities sector. In fact, he's been reducing his exposure and urges caution to investors who buy into the idea of a coming commodities supercycle. Sam points to a weakening Chinese economy, falling demand, and more to make his case for a bearish outlook on commodities.
Mill Street Research: https://www.millstreetresearch.com
Follow Mill Street on Twitter: https://twitter.com/MillStResearch
Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture