'Return to Tangibles' - Wasif Latif Co-Founder & CIO Sarmaya Partners

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'Return to Tangibles' with Wasif Latif Co-Founder & CIO Sarmaya Partners StockBox spoke with Wasif Latif at the Swiss Mining Institute in Panama to discuss his long-term commodity supercycle thesis. Wasif explains why he believes inflation, supply shocks, geopolitical risk, central bank gold buying and a weakening US dollar are driving investors back toward tangible assets such as gold, oil, copper and other critical commodities. Topics discussed: The “Return to Tangibles” investment thesis Inflation and comparisons with the 1970s Why commodities may outperform tech Gold, real rates and central bank buying Energy markets and supply shocks Dollar weakness and shifting price discovery Copper, oil, gold and the next secular cycle 🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=k3F9-Yg_alQ 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ