Closing out the Daily Dive this week is Sam Burns, founder and chief strategist of Mill Street Research. Sam returns to share his insights on some recent headlines: Amazon’s supposed plans to acquire AMC, the impact of what’s going on with Binance in the crypto space, bank failures and their effect on recession risks, and AI.
Sam also takes us through his charts on the realized volatility of the S&P 500, and the home price index. We end the interview with some optimistic advice for investors in this macro environment.
Mill Street Research is a boutique consulting and research company. The firm offers tools and commentary exclusively for institutional investors, such as hedge funds, banks, pension and endowment funds, mutual funds, RIA’s and Family Offices. The firm’s offerings include a suite of consistently updated research reports for institutional investors covering asset allocation, regional equity allocation, sector and industry selection, and a robust quantitative stock selection process.
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