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

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/MillStResearchFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture