Wasif Latif on Commodities, Energy & Investing with Michael Tanner | The Crude Truth Ep 142
Description
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 Podcast
00:00 - Introduction
02:28 - Guests Introduction
04:47 - Founding Sarmaya
07:24 - Return to Tangibles
09:18 - Thematic Investing
11:29 - Top-Down Macro View
14:46 - Nuclear Renaissance
19:15 - Energy Demand Reality
22:42 - Supply & Price Pressures
26:00 - Gold & Silver Focus
29:56 - Central Banks Buying Gold
33:59 - Inflation, Geopolitical & Fiscal Risk
35:35 - ETF Introduction
37:15 - Closing Thoughts
United States
