Can Earning Season Save Growth Stocks? | Sam Burns


Manage episode 317344515 series 3300108
By Jack Farley | Blockworks. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this episode of Forward Guidance, host Jack Farley sits down with Sam Burns, the founder and chief strategist of Mill Street Research.

In addition to general macro trends in the economic and financial world, Sam and Jack discuss Sam’s MAER model (Monitor of Analyst Earning Revisions), which uses the insight of market analysts to judge how the markets will move. Using the research of analysts, Sam is able to buck the predictions of the crowd and come to his own well-formulated conclusions on markets. Jack and Sam delve into complexity sometimes required to grasp today’s difficult-to-understand swings in finance. The two question and rethink traditional narratives within finance in this high-level discussion.

Don’t miss this talk with a heterodox thinker in the financial industry.

Mill Street Research on Twitter: @MillStResearch

Jack Farley on Twitter: @JackFarley96

Blockworks’ Twitter: @Blockworks_

75 episodes