In the Energy News Beat – Conversation in Energy with Stuart Turley and Wasif Latif from Sarmaya Partners to discuss the current state of gold, commodities, and global financial markets. Wasif emphasizes gold's resurgence as a safe haven amidst rising inflation, geopolitical risks, and fiscal uncertainties. He touches on themes like central bank gold purchases, inflation trends, and the commodity supercycle, linking them to broader economic cycles and the increasing importance of tangible assets. The discussion also highlights the strategic role of gold and other commodities in navigating market cycles, drawing comparisons to historical patterns from the 1970s and 2000s.

Right now, there is a lot of focus on the investment and gold markets. We recommend checking your portfolio and asking trusted advisors to check your portfolio balance.

Please check out Samarya Partners Here: https://sarmayapartners.com/

Connect and follow Wasif on his LinkedIn Here: https://www.linkedin.com/in/wasiflatif/

Highlights of the Podcast

00:00 - Intro

00:58 - The Gold Conference and J.R.R. Tolkien Reference

03:30 - Gold’s Role in the Market

04:25 - Themes That Drive Market Cycles

06:09 - Commodities and Sub-Themes

07:37 - Uranium Renaissance

10:29 - Inflation’s Impact on Gold

15:49 - Geopolitical Risks and Central Bank Gold Purchases

22:02 - Real Interest Rates and Gold

26:36 - Fiscal Risks and U.S. Government Spending

32:17 - Outlook for Gold and Oil

36:06 - Final Thoughts and John Templeton Quote

37:17 - Conclusion and Contact Information