Commodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns
Sep 6, 2023
35:33
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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.