Interview recorded - 11th of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming on Wasif Watif. Wasif is the President & CIO of Sarmaya Partners. 

During our conversation we touched on his current outlook on the markets, decades long commodity super cycle, whether it is similar to dot com period, the importance of energy, his investing approach and more. I hope you enjoy! 

0:00 - Introduction
1:43 - Current outlook for markets?
7:14 - Decade long trend?
10:01 - US phenomenon?
14:39 - Post dot com bubble?
19:04 - Catalyst for Commodity Super cycle
25:54 - The importance of energy
33:11 - Investment framework?
37:04 - Red flags when investing?
38:04 - One message to takeaway?

Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms.

Wasif Latif -

Website - https://sarmayapartners.com/
ETF - https://sarmayaetf.com/
X - https://x.com/sarmayakar24?s=21&t=vCJTBKSb-nIJ8eFKe0YAxg

WTFinance -

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iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
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