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In the Energy News Beat – Conversation in Energy with Stuart Turley interviews Wasif Latif, CEO & Chief Investment Officer of Sarmaya Partners, about thematic investing and the importance of identifying long-term market themes. They discuss the current market focus on the “Return to Tangibles,” highlighting the growing importance of energy, commodities like gold and copper, and the implications of geopolitical risks. They also touch on the challenges of the energy transition, the significance of traditional energy sources, and strategies for preserving and growing wealth in a shifting economic landscape.
Thank you, Wasif, for stopping by the podcast. I am looking forward to our future discussions on investing in this market. – Stu
Highlights of the Podcast
00:00 – Intro
00:50 – Thematic Investing Overview
01:12 – Historical Market Themes
04:49 – Current Market Theme: Return to Tangibles
08:49 – Energy Transition and Commodity Supercycle –
12:15 – Investment Strategy and ESG Impact
14:36 – Future Market Risks and Gold as a Hedge
19:01 – Reindustrialization and Commodities Demand
25:17 – Long-term Investment Perspective
26:51 – Closing Remarks and Contact Information
Helpful Links:
https://www.linkedin.com/company/sarmayapartners/
Full Transcript being uploaded:
The post ENB #214 Navigating the Return to Tangibles: Investing in Energy, Commodities, and Long-term Market Themes appeared first on Energy News Beat.
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