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

Commodity Culture - A podcast by Jesse Day

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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/jessebdayCom...