A Podcast With A Flare
We are thrilled to bring this podcast to the airwaves. We live in an age of miscommunication, and it is important to hear the truth about and around the energy markets. Stay tuned, buckle up, and enjoy some great conversations.
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A Podcast With A Flare
We are thrilled to bring this podcast to the airwaves. We live in an age of miscommunication, and it is important to hear the truth about and around the energy markets. Stay tuned, buckle up, and enjoy some great conversations.
Wasif Latif on Commodities, Energy & Investing with Michael Tanner | The Crude Truth Ep 142
The Crude Truth
39 minutes 9 seconds
2 months ago
Wasif Latif on Commodities, Energy & Investing with Michael Tanner | The Crude Truth Ep 142
In this episode of The Crude Truth, host Rey Treviño is joined by co-host Michael Tanner and special guest Wasif Latif, President & CIO of Sarmaya Partners. Together, they dive deep into the concept of the “Return to Tangibles” a powerful shift back to commodities as the foundation of global growth.From the rise of the commodity supercycle to the future of oil, natural gas, uranium, gold, and copper, this conversation explores how energy, finance, and geopolitics are shaping investment strategies today. Wasif shares insights on thematic investing, inflation, fiscal risks, and why commodities remain critical despite the push for alternative energy.Whether you’re an energy professional, investor, or simply curious about the forces driving markets, this episode delivers valuable perspective on navigating cycles and identifying opportunities in a changing world.Highlights of the Podcast00:00 - Introduction02:28 - Guests Introduction04:47 - Founding Sarmaya07:24 - Return to Tangibles09:18 - Thematic Investing11:29 - Top-Down Macro View14:46 - Nuclear Renaissance19:15 - Energy Demand Reality22:42 - Supply & Price Pressures26:00 - Gold & Silver Focus29:56 - Central Banks Buying Gold33:59 - Inflation, Geopolitical & Fiscal Risk35:35 - ETF Introduction37:15 - Closing Thoughts
The Crude Truth
A Podcast With A Flare
We are thrilled to bring this podcast to the airwaves. We live in an age of miscommunication, and it is important to hear the truth about and around the energy markets. Stay tuned, buckle up, and enjoy some great conversations.
