Is Silver the New Gold? Commodities Outlook 2026| ft. Mr. Kishore Narne from Motilal Oswal скачать в хорошем качестве

Is Silver the New Gold? Commodities Outlook 2026| ft. Mr. Kishore Narne from Motilal Oswal

Commodities are no longer just a hedge — they are becoming a core part of the global macro conversation. **This conversation is as on 10th January 2026 In this in-depth podcast, Kishore Narne, Head of Commodities at Motilal Oswal Financial Services, breaks down the structural shifts driving gold, silver and the broader commodities cycle. From changing global trade dynamics and central bank behaviour to liquidity trends and geopolitical risks, this discussion focuses on frameworks, not forecasts. The conversation explores how trust in fiat systems, supply-demand imbalances in metals, and evolving policy environments are reshaping investor thinking in 2026 and beyond. 🎙️ What you’ll learn in this episode: Why commodities moved from “sideshow” to “main event” Gold as a store of value vs silver as an industrial asset Structural deficit in silver and its long-term implications Central bank gold buying and global liquidity cycles Rupee outlook, crude oil trends and copper’s macro drivers Portfolio allocation thinking for precious metals This podcast is designed to help investors understand the behavioural and macro drivers behind commodities — not short-term price calls. 00:00 Introduction 01:08 Silver rally & commodity framework 06:45 Commodity cycle & global policy shifts 10:04 Gold vs Silver debate 15:58 Central bank demand & price drivers 17:00 Rupee outlook 18:54 Crude oil view 22:26 Copper outlook & industrial metals 24:23 Portfolio allocation strategy ⚠️ This video is for educational purposes only and should not be considered investment advice. Please read all related documents carefully before investing. #MotilalOswal #GoldOutlook #SilverOutlook #Commodities2026 #CommodityPodcast #MacroStrategy #RealAssets #GlobalMarkets #WealthCreation #IndianMarkets #InvestingIndia #GoldVsSilver #MarketOutlook Building wealth isn’t about shortcuts — it’s about learning from people who’ve actually created it. Wealth by MO brings you deep, meaningful conversations with India’s most influential wealth creators — founders, CEOs, fund managers, and domain leaders. Every episode gives you: • Real wealth-creation frameworks • Business insights from top founders • Investment lessons for long-term success • Mindset, risk-taking & decision-making wisdom • Decades of experience broken into actionable learning Whether you’re an investor, professional, or entrepreneur, this channel helps you understand how wealth is built — from the people who've done it. 📌 Subscribe for: Wealth-building insights, leadership wisdom, investing journeys, founder stories, market perspective, and long-term planning. #WealthCreation #BusinessLeadership #InvestingInsights #WealthByMO #motilaloswal Subscribe Here ➜    / @wealthbymo   Explore Our Other Channels: Markets by Motilal Oswal ➜    / @marketsbymo   Trades with Motilal Oswal ➜    / @breakoutwithmo   Learn with Motilal Oswal ➜    / @learnwithmotilaloswal   Partners at Motilal Oswal ➜    / @partnersatmotilaloswal   📲 FOLLOW US ON Instagram ➜   / wealthbymo_official   Download the RIISE App: Play Store ➜ https://tinyurl.com/37eazzj7 App Store ➜ https://tinyurl.com/3t7kpzxk #wealthbymotilaloswal #motilaloswal #leadershippodcast #founderstories #businessinsights #investingjourney