Commodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns
Sep 06, 2023•36 min•Ep. 101
Episode 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
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Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
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