#056 Sam Burns On Being More Bullish On Equities In At Least A Year

The Julia La Roche Show · Feb 21, 2023 · 59m

Sam Burns, chief strategist of Mill Street Research, an independent research firm, joins Julia La Roche on episode 56.

In this episode, Burns explains how he deploys a top-down macro research approach with bottoms-up analysis. He outlines why he’s recently been more bullish on equities and risk assets in at least a year.

According to Burns, the economy is “not great, but it’s not as bad as expected.” He pointed out that the market had priced in much of last year's pessimism. Moreover, he’s not expecting an imminent recession like many were at the end of last year, noting that it’s, “at least…