WTFinance Return to Reality as Commodities & Real Assets Boom with Wasif Latif
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Nov 14, 2025 Wasif Latif, President and CIO of Sarmaya Partners, shares his 25 years of investment wisdom. He discusses the recent shift towards tangible assets post-pandemic and the implications for commodities, especially oil, as demand soars. Latif dives into inflation drivers like tariffs and wage pressures, emphasizing that the current trends are influenced globally, not just in the U.S. He highlights the enduring value of precious metals amid economic uncertainties and urges investors to learn from historical cycles to navigate future markets.
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Two Markets: Tech Headlines Vs. Tangibles
- Wasif Latif sees a split market: AI/tech headlines dominate while commodity-oriented and tangible assets quietly outperform.
- He argues precious metals and commodity equities are underowned and present the real opportunity now.
Inflation Is Lingering, Not Gone
- Latif expects inflation to persist and likely edge higher, making rate cuts temporary or cyclical.
- He believes renewed Fed easing or QE later will likely trigger negative reactions and benefit commodities and precious metals.
Oil Will Be A Key 2026 Story
- Latif flags oil and energy as the next major theme, predicting oil will mirror precious metals' strong moves into next year.
- He sees oil as an important driver for 2026 returns in tangible assets.