War, Gold and Dollar: How To Protect Your Money Now and What to Avoid Next | Kishore Narne | FWS 106

If you’d like professional guidance from a SEBI-registered financial advisor, please fill out this short form - https://topc.typeform.com/cfo-yt We currently advise portfolios worth ₹1,200+ crore, helping people work towards financial independence. Also checkout Motilal Oswal's YouTube Channel: https://youtube.com/@CommoditieswithMotilalOswal?si=qE0ag9STn5uNb8s6 Kishore Narne, Director and Head of Commodities at Motilal Oswal Financial Services, is a seasoned market expert with deep expertise in global commodities, macroeconomics, and asset allocation. With years of experience tracking gold, silver, oil, and currency cycles, he brings a sharp institutional perspective on how global events shape markets and investor decisions. In this episode, Kishore breaks down the recent surge and volatility in gold and silver, explaining why speed matters more than price. He also unpacks how geopolitical conflicts and war dynamics influence global markets particularly oil supply disruptions, currency movements, and liquidity shifts. The conversation dives into how rising oil prices impact India’s inflation, GDP, and stock markets, and why in times of crisis, global liquidity and the US dollar often outperform traditional safe havens like gold. This episode offers a clear lens on navigating uncertain markets shaped by war, macro shifts, and global capital flows, with a strong focus on diversification and disciplined asset allocation. Kishore Narne - https://www.linkedin.com/in/kishorenarne/ — Subscribe: The 1% Club: YouTube: https://www.youtube.com/@FWSClips0 Instagram: https://www.instagram.com/onepercentclubshow/ LinkedIn: https://www.linkedin.com/school/the-1-clubfws Sharan Hegde: Instagram: https://www.instagram.com/financewithsharan/ LinkedIn: https://www.linkedin.com/in/sharanhegde95/ Twitter/X: https://x.com/financewsharan – Sharan Hegde is a personal finance creator & founder of the 1% Club, simplifying money, markets, and mindset for India’s next generation of wealth builders. – Resources Used(Credits for B Rolls) https://youtu.be/FVnxhsB92v4?si=PzT2661dmLU74lms Timeline: 00:00 - Introduction 01:04 - The GOAT is Back: Kishore Narne ✨ 01:53 - Gold & Silver: What Has Changed? 04:28 - Is the USA Behind This? 06:32 - Effects of High Oil Prices 09:04 - How Oil Prices Affect Markets 10:42 - Where to Invest Amidst War? 12:06 - Kishore is Picking the Dollar Over Gold? 17:38 - Correlation Between Dollar and INR 20:48 - Rapid Fire Round 26:31 - Conclusion