

The Bull Market's Next Move: Growth, Inflation & Tech Stocks | Sam Burns
10 snips Jan 30, 2024
Sam Burns, an expert from Mill Street Research, discusses the future of the bull market, the impact of inflation and interest rates on investments, and the potential for growth in tech stocks. He analyzes US fiscal policy, the role of small caps, commodity markets, Chinese economic dilemmas, and the challenges of modern investment research. Burns emphasizes the importance of sound investment strategies, avoiding hype, and balancing media influence. He also explores the decline of individual stock picking and the importance of independent research and non-conflicted investment advisors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Investing in Stocks at All-Time Highs
01:39 • 20min
Views on Commodities and Expectations for the Market
21:15 • 2min
China's Failures and Economic Setbacks
22:58 • 6min
Utilizing Objective Indicators for Investing and Analyzing the Market
28:32 • 3min
Sam Burns discusses his background and the importance of independent research
31:19 • 3min
The Shift to Passive Index Investing
34:35 • 15min
Discussion on Personal Investments and Ways to Get More Information
49:35 • 2min