Where Should Your Money Go in a Crisis? Stocks, Gold, Cash & Real Estate | Shashank Udupa | FWS

Download 1% Club App Now! https://dl.onepc.io/2Hh8/fws-yt-su As talk of a wider conflict between Europe and Russia dominates headlines, Sharan Hegde sits down once again with Shashank Udupa, SEBI Registered Research Analyst and former investment banker at 360 ONE, to separate the noise from what actually matters for your money. Shashank, who now manages over ₹150 crore, joins The 1% Club to break down the geopolitics behind the latest escalation and connect it directly to the stock market, mutual funds and personal finance decisions Indian investors face today. The conversation begins with a simple question: who is winning? Shashank explains how the United States has moved from exporting mainly defence and dollars to becoming a major exporter of oil, LNG and helium, why energy infrastructure has become a primary target in this war, and how Russia has used discounted oil and gas to fund its military efforts. He also covers why Europe's reduced dependence on Russian energy changes its willingness to go to war, how China has prepared with strategic oil reserves, and why India increasingly finds itself as a proxy caught between the US, Russia and China. For investors, the episode offers clear, practical perspective. Shashank shares why he believes mutual fund investors should continue their SIPs and even increase them during a market correction, how low the Nifty could go in a worst-case scenario, why market fear creates opportunity for stock pickers, and the one trigger that would make him move to cash. He also discusses innovation gaps at India's largest companies, the defence sector, India's position in AI and semiconductors, and why global capability centres (GCCs) could reshape real estate in cities like Hyderabad, Pune and Bangalore. Finally, Shashank walks through his own research process, from the news sources he reads daily to a real example of how connecting global memory price trends with a company's earnings led to a 60% return. This is an essential listen for anyone trying to understand how geopolitics, the economy and investor psychology come together in a volatile market. Guest Social Handles LinkedIn: LinkedIn: shashankudupa1 Twitter/X: https://x.com/ShashankUdupa1 Instagram: Instagram: shashank_udupa Website: https://www.shashankudupa.co.in Subscribe: The 1% Club Instagram: Instagram: onepercentclub LinkedIn: LinkedIn: the-1-clubfws Sharan Hegde Instagram: Instagram: financewithsharan LinkedIn: LinkedIn: 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. — Timeline 00:00 - Introduction 03:09 - Europe, Russia and the Fear of World War 3 05:11 - How the US Exports Dollars and Why It Matters 06:50 - The US as a Leading Exporter of Oil, LNG and Helium 08:53 - How Russia Funds the War With Discounted Energy 09:11 - India's Russian Oil Arbitrage 10:06 - Why Europe Is Preparing for War 11:19 - Greenland and America's Strategic Plan 13:06 - How China Benefits With Strategic Oil Reserves 14:13 - What This Means for India 16:10 - India's Diplomatic Balancing Act 16:53 - Ethanol, UPI Charges and the Policy Narrative 19:14 - The Safest Countries for Global Investors 19:32 - Advice for Investors Fully Invested in India 21:20 - Indian Companies That Are Innovating 22:08 - Are India's Largest Companies Innovating Enough? 23:38 - The Defence Sector and India's Two-Front Risk 25:03 - How Low Can the Nifty Go? 26:10 - Why Citizens of Singapore and Switzerland Seem Happier 28:11 - Corruption, Efficiency and Infrastructure 29:24 - Can Democracy Deliver Speed of Progress? 32:45 - BlackRock, REITs and Global Capital in India 33:19 - India's Gap in AI and Semiconductors 34:14 - How Shashank Cuts Through Market Noise 35:08 - His Daily News and Research Sources 36:43 - Case Study: A 60% Gain From Rising Memory Prices 38:34 - Why Bad Markets Create Opportunities 39:15 - Real Estate and the GCC Opportunity 40:55 - Where the Next Conflict Could Emerge 41:23 - When He Would Take a Cash Call 41:55 - Closing Thoughts #financewithsharan #geopolitics