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

EPISODE · Sep 6, 2023 · 35 MIN

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

from Commodity Culture · host Jesse Day

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.comFollow Mill Street on Twitter: https://twitter.com/MillStResearchSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

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

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