In Energy News Beat – Conversation in Energy, Stuart Turley welcomes Wasif Latif, Co-Founder & CIO of Sarmaya Partners, for their third discussion on energy and finance. They explore the growing demand for natural gas driven by AI, the undervaluation of traditional energy sectors, and the role of commodities in investment portfolios. Wasif shares insights on Sarmaya’s thematic ETF (LENS), which focuses on energy, gold, uranium, and industrials. They also discuss geopolitical energy shifts, rising energy consumption, and the financial market’s delayed recognition of these trends. The conversation highlights how undervalued assets present long-term investment opportunities.

Thank you, Wasif, for stopping by the podcast! Please connect with Wasif on his LinkedIn HERE:https://www.linkedin.com/in/wasiflatif/

Also, check out https://sarmayapartners.com/

Highlights of the Podcast

00:00 - Intro

01:20 - The Trump Effect & Energy Investment Landscape

02:43 - AI's Growing Demand for Natural Gas

03:42 - What Makes Sarmaya Partners Different?

07:35 - The Case for Commodities & Energy Investing

08:49 - Global Energy Consumption is Still Rising

10:43 - Bill Gates & BlackRock’s Shift on Natural Gas

13:10 - LNG’s Potential for Global Energy Security

14:50 - The Future of Energy Markets & Infrastructure

17:24 - Turley’s Law: More Renewables = More Fossil Fuels

20:07 - Sarmaya’s Thematic ETF (LENS)

22:26 - Key Investments: Uranium, Copper & Industrial Growth

23:36 - The Energy-Driven Commodity Supercycle

25:32 - The Market’s Mispricing of Energy Assets

27:44 - Closing Thoughts & How to Connect

For the full transcript, check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/