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EssentialInvestment Ideas

The Combined Power of Macro & Micro

Featuring Sam Burns

Oct 31, 2019 • 37 minutes

92

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Essential

Investment Ideas

The Combined Power of Macro & Micro

Sam Burns, chief strategist at Mill Street Research, discusses his fluid approach to selecting stocks in his first appearance on Investment Ideas.

Featuring Sam Burns

Oct 31, 2019 • 37 minutes

Sam Burns, chief strategist at Mill Street Research, discusses his fluid approach to selecting stocks in his first appearance on "Investment Ideas." Burns' unique process combines traditional bottom-up, fundamental analysis of 6,000 different public companies with top-down, macro analysis to identify optimal equity opportunities. Burns explains which sectors he recommends and why he advises investors position their portfolios overweight in growth and defensives and underweight value equities. Filmed on September 26, 2019 in New York. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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