
Commodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns
About this episode
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.com
Follow Mill Street on Twitter: https://twitter.com/MillStResearch
Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture
Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Get every episode summarized
Each time Commodity Culture publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Commodity Culture

Silver Manipulators Failing - Move Back to $120 Will Be 'Very Quick': Mario Inne...
Commodity Culture

What's Behind Huge Silver Premium in Shanghai? 'This Isn't Supposed to Happen':...
Commodity Culture

GOLD Just Became a Real Alternative to the Dollar (Here’s Why): Nick Campbell
Commodity Culture

Debit Spiral About to Implode and $20k Gold is the Only Way Out: Matthew Piepenb...
Commodity Culture