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Return to Reality as Commodities & Real Assets Boom with Wasif Latif

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Manage episode 519481933 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios.During our conversation we spoke about his market outlook, the return to tangibles, return of inflation, oil in 2026, commodities continue to run and more. I hope you enjoy! 0:00 - Introduction1:32 - Overview of markets8:58 - Driver of inflation?13:30 - Global or US trend?18:50 - Oil in 2026?22:38 - Importance of Oil & Gas26:48 - Commodities peaked?36:33 - 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-nIJ8eFKe0YAxgWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.miningweekly.com/article/bhp-mega-bid-and-10-000-copper-expose-minings-biggest-problem-2024-04-29

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374 episodes

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Manage episode 519481933 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios.During our conversation we spoke about his market outlook, the return to tangibles, return of inflation, oil in 2026, commodities continue to run and more. I hope you enjoy! 0:00 - Introduction1:32 - Overview of markets8:58 - Driver of inflation?13:30 - Global or US trend?18:50 - Oil in 2026?22:38 - Importance of Oil & Gas26:48 - Commodities peaked?36:33 - 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-nIJ8eFKe0YAxgWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.miningweekly.com/article/bhp-mega-bid-and-10-000-copper-expose-minings-biggest-problem-2024-04-29

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374 episodes

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