Shipping Stocks: A Cyclic Industry

In this episode of Forward Guidance, host Jack Farley sits down with Sam Burns, the founder and chief strategist of Mill Street Research.

In addition to general macro trends in the economic and financial world, Sam and Jack discuss Sam’s MAER model (Monitor of Analyst Earning Revisions), which uses the insight of market analysts to judge how the markets will move. Using the research of analysts, Sam is able to buck the predictions of the crowd and come to his own well-formulated conclusions on markets. Jack and Sam delve into complexity sometimes required to grasp today’s difficult-to-understand swings in finance. The two question and rethink traditional narratives within finance in this high-level discussion.

Don’t miss this talk with a heterodox thinker in the financial industry.

Mill Street Research on Twitter: @MillStResearch

Jack Farley on Twitter: @JackFarley96

Blockworks’ Twitter: @Blockworks_