MB Fund Podcast: Are We Experiencing a Commodity Supercycle? (Now with in-studio video)

 In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question “Are we experiencing a Commodity Supercycle?”
As the world is tiptoeing its way out of the coronavirus pandemic, the consequent surge in the price of energy, metals and crops is highlighting the strengths of some economies and the vulnerabilities of others. Rising commodity prices have strategists asking if resurgent demand for raw materials and insufficient supply will create a new commodities supercycle.
Whilst price swings, of course, are as old as business itself, a commodities supercycle is different, however.
On the agenda:
Why a commodity supercycle is different to regular price swings
Supply & Demand of commodities
Cost curves
Investment implications

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.

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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.

The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Tim Fuller is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

 

 

Tim Fuller

Comments

  1. Tim FullerMEMBER

    Let us know what you think of the video addition

    Our viewer question of the week: How long do you think this commodity supercycle might last?

    • TheRedEconomistMEMBER

      Enjoyed the podcast and watched video link briefly.

      I would suggest that in-studio video be smaller for listeners watching on the mobile devices. The presentation and graphs should be the dominant feature of the screen.

      I worked from home today and it was great listening while I walk the dog through the bush.

      Keep up the good work!!!

      • Tim FullerMEMBER

        Thanks Red, if you flick through the presentation you’ll see that we have 2 shots, one where the video is larger, and one where the charts are larger