Gold, Silver, Equities: Which One Deserves a Place in Your Portfolio?

About this episode

Deepak Shenoy discusses the current state of Indian equity markets and the role of alternative assets like gold and silver in investment portfolios.

When Indian Equity Markets Go Sideways: Are Alternative Assets Worth It? Indian equities have been flat for over a year. So where should you actually put your money? Shray sits down with Deepak Shenoy from Capital Mind to break it all down. Silver just hit $50 for the first time in 45 years. Deepak explains the Hunt Brothers saga, the Thailand import drama, and why silver might only deserve 2% of your portfolio. Gold – it's outperformed. But should you buy now? Only 30% of the time has gold beaten Nifty over 10 years. We also discuss foreign stocks, why debt funds aren't just parking lots, and whether India at 21-22x earnings is still expensive. If you're confused about where to deploy capital right now, this episode is for you. Don't forget to like, share, and subscribe for more insights on building real wealth in Indian markets! #investing #stockmarket #alternativeassets #gold #bitcoin #portfoliomanagement Follow Capitalmind on Social Media: Linkedin: https://www.linkedin.com/company/capitalmindwealth-pms/posts/?feedView=all Instagram: https://www.instagram.com/capitalmindhq?igsh=ZG9zYmVtbnBwemZr Twitter: https://x.com/capitalmind_in?s=21 Chapters: 0:00 - Intro 2:11 - Silver…

People in this episode

Host: Shray

Guest: Deepak Shenoy

Topics covered

• investment strategies
• gold and silver
• equity markets
• portfolio management
• alternative assets

Keywords

• investing
• stock market
• gold
• silver
• portfolio management
• alternative assets
• Hunt Brothers
• debt funds
• Nifty

Mentioned in this episode

Organizations: Capital Mind

Products: Gold, Silver, Nifty, Diamonds, Debt Funds

Places: India

More episodes of Capitalmind with Deepak & Shray

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• NRI Investing in India: What Nobody Tells You · April 6, 2026 · 1h 16m
• Low Inflation. Weak Rupee. Falling Stocks. What's REALLY Going On? · January 28, 2026 · 1h 38m
• Who Is Really Controlling Your Money? (Not Who You Think) · December 18, 2025 · 58 min
• Will the U.S. Market Crash in 2026? · November 11, 2025 · 59 min
• Gold, Silver, Equities: Which One Deserves a Place in Your Portfolio? · October 24, 2025 · 1h 14m