Trump’s Tariffs: Resetting Global Trade and Sparking America’s Industrial Comeback

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 For the full article, check out https://theenergynewsbeat.substack.com/