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://sarmayapartners.com/

https://www.linkedin.com/company/sarmayapartners/

https://x.com/sarmayakar24/