Commodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns - podcast episode cover

Commodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns

Sep 06, 202336 minEp. 101
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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
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

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