Sam Burns

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.

Sam Burns, a father and fitness enthusiast, discusses the vital connection between physical fitness and mental health. He emphasizes the challenges of balancing personal goals and family time, and the importance of incorporating fitness into a busy schedule. Sam also explores the relationship between fitness and modern masculinity, promoting a holistic approach to health and well-being.

Sam Burns, Chief Strategist at Mill Street Research, dives into the shifting labor market and economic growth dynamics. He discusses the shift from speculative investments to earnings-driven companies. Burns highlights concerns over rising unemployment and potential layoffs against a backdrop of mixed labor signals. He emphasizes the arms race in AI spending and warns of the risks involved. Lastly, he provides insights on positioning within tech, encouraging investments in resilient equities while navigating inflation complexities.

Sam Burns, Chief Strategist at Mill Street Research, shares his insights on the current market landscape. He discusses the swift recovery of stock markets after tariff-induced drops and warns of a potential U.S. economic slowdown. Burns advocates for a balanced investment approach, particularly in tech and utility stocks, while hinting at possible Fed rate cuts amid persistent inflation. He also highlights concerning job numbers and the implications of declining consumer spending, urging caution among investors.

In this podcast, Sam Burns, Founder of Mill Street Research, shares his insights on the current state of equities, including the housing market, banks, commercial real estate, healthcare, commodity sectors, and Chinese stocks. He also discusses equity momentum, disinflation, global manufacturing, trade downturn, fiscal tailwinds in the U.S., and the potential for a soft landing with declining interest rates.