Where in the World to Put Your Dry Powder (with Sam Burns)

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 24 July 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sam Burns, the chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for investment. You can find more of Sam's work here: https://www.millstreetresearch.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
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0:19.0	Join the ReelVision community and learn how to become a better investor.
0:22.2	I'm now to the top analysis of today's markets.
0:39.5	We're in the world.
0:40.4	Should you invest?
0:41.2	Hi everyone.
0:41.9	Welcome to the ReelVision dally briefing with me today.
0:44.4	Sam Burns, chief strategist at Mill Street research.
0:48.2	Hi, Sam.
0:48.7	How are you?
0:50.8	Hi Maggie.
0:51.3	How are you doing?
0:52.4	Doing okay for a Monday, right?
0:54.4	We have to put that caveat in there.
0:55.9	But Sam, we were talking about how there's so much going on.
0:58.5	But I wanted you to just give us a little overview of your approach before we dive in
1:02.2	and talk about all of the central bank meetings and earnings that are on top this week.
1:06.5	So, you know, how do you sort of view the markets at Mill Street?
1:11.6	Yeah, I think the, the main way that I kind of look at it is a combination of top down
	...

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