ENB #222 Gold's Comeback: Inflation, Geopolitics, and the Commodity Supercycle

In the Energy News Beat – Conversation in Energy with Stuart Turley and Wasif Latif from Sarmaya Partners to discuss the current state of gold, commodities, and global financial markets. Wasif emphasizes gold's resurgence as a safe haven amidst rising inflation, geopolitical risks, and fiscal uncertainties. He touches on themes like central bank gold purchases, inflation trends, and the commodity supercycle, linking them to broader economic cycles and the increasing importance of tangible assets. The discussion also highlights the strategic role of gold and other commodities in navigating market cycles, drawing comparisons to historical patterns from the 1970s and 2000s. Right now, there is a lot of focus on the investment and gold markets. We recommend checking your portfolio and asking trusted advisors to check your portfolio balance. Please check out Samarya Partners Here: https://sarmayapartners.com/ Connect and follow Wasif on his LinkedIn Here: https://www.linkedin.com/in/wasiflatif/ Highlights of the Podcast 00:00 - Intro 00:58 - The Gold Conference and J.R.R. Tolkien Reference 03:30 - Gold’s Role in the Market 04:25 - Themes That Drive Market Cycles 06:09 - Commodities and Sub-Themes 07:37 - Uranium Renaissance 10:29 - Inflation’s Impact on Gold 15:49 - Geopolitical Risks and Central Bank Gold Purchases 22:02 - Real Interest Rates and Gold 26:36 - Fiscal Risks and U.S. Government Spending 32:17 - Outlook for Gold and Oil 36:06 - Final Thoughts and John Templeton Quote 37:17 - Conclusion and Contact Information