Are we in a commodities supercycle? Michael Townshend, Piet Viljoen discuss

Loading player...
Michael Townshend is the portfolio manager at Foord Asset Management. Many market commentators are saying we are in a supercycle for commodities. Townshend explains how the last one came about and, along with Piet Viljoen, discusses whether there are in fact any parallel’s with today. Learn more about your ad choices. Visit megaphone.fm/adchoices
21 May 2021 3AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: Strait of Hormuz showdown as US and Iran head back to Doha

Vessels are still threading the Strait of Hormuz, but a Bloomberg analyst calls it Schrodinger's Strait: you never know if it's open until you try to get through. With traffic down to a fraction of normal and ships taking hits, owners are weighing whether the world's most vital oil route…
29 Jun 12AM 15 min

The BizNews Edge: African Bank's Billion-Rand Acquisition Trap

African Bank swung to a loss of nearly a billion rand after a four-year spree of buying and bolting together three banks to build a full-service lender, and the bad debt charge is still climbing. The contrast is brutal: a focused platinum-and-chrome miner, Tharisa, is printing cash with profit up…
25 Jun 7AM 9 min