Can Earning Season Save Growth Stocks? | Sam Burns

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_

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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.