In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews Wasif Latif, president of Sarmaya Partners, to discuss the global impact of President Trump’s tariffs, the return to tangible assets like commodities, and the challenges and opportunities in reindustrializing the U.S. economy. They explore historical parallels to the 1970s, the role of energy, gold, and copper in today's markets, and why long-term investing in tangible assets is critical amid rising inflation and supply chain shifts. Wasif also shares insights on navigating today's volatile markets and where future growth lies.

Thank you, Wasif, for your time and leadership in the investment markets. I had an absolute blast. - Stu

Check out Sarmaya Partners' website here: https://sarmayapartners.com/

Please follow Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/

Highlights of the Podcast 

00:00 - Intro

01:18 - Decades of Deindustrialization and Tariff Challenges

02:14 - Historical Lessons from the 1970s Inflation

05:32 - Reindustrialization: America's Shipbuilding Challenge

06:26 - The Return to Tangibles and Commodities Supercycle

08:35 - Energy, Gold, and Reindustrialization Themes

10:00 - Coal and Global Role and Energy Usage Trends

12:00 - Strengthening the U.S. Balance Sheet with Tangibles

14:29 - Bitcoin and Role in the Financial Mix

16:20 - Stock Market Volatility and Investment Strategies

20:19 - Supply Chain Shifts and Trade War Implications

23:38 - EU Military Retooling and India and Energy Growth

24:59 - Long-Term Oil Demand and Commodity Markets Outlook

26:48 - Market Patience vs. Panic: Investment Mindsets

28:04 - Where to Find Wasif Latif and Samaria ETF Information

28:34 - Closing Remarks and Appreciation

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