Gold is in the middle of one of its most extraordinary runs in history - setting record after record in 2025 and 2026, with central banks buying over 1,000 tons of it for three years straight, a pace not seen since the 1950s. In this episode of Let's Talk Commodities, YES SECURITIES with Rahul Saini breaks down why gold is having its moment, from the West Asia conflict and a weaker rupee to the gold-to-oil ratio that signals when the rally might cool.
We dive into India's gold paradox - the world's second-largest gold consumer at 802.8 tons a year yet mining almost none of it domestically (just ~2 tons from Karnataka's Hutti Gold Mines). Learn why gold is India's second-largest import bill after crude oil, why PM Modi Ji called for "economic patriotism" on gold buying in 2026, and how the shift from jewellery to investment-grade gold - via ETFs, Sovereign Gold Bonds, gold mutual funds, and NSE's new Electronic Gold Receipts - is reshaping how Indians hold the metal.
Whether you're tracking MCX gold futures or deciding how much gold belongs in your portfolio, this episode decodes gold's 6,000-year role as a store of value - and what a 5-10% allocation could mean for you.
Tune in to Let's Talk Commodities by YES SECURITIES. Invest Karo Apne Style Se.
Chapters :
00:00 - Intro: Gold Is Everywhere
01:03 - 6,000 Years Of Gold History
02:59 - Production, Scarcity & Record Prices
05:23 - Gold's Role: Safe Haven, Hedge, Diversifier
07:00 - India's Gold Story: Demand vs Supply
08:50 - India's Changing Habits
10:18 - Where & How To Buy Gold
12:00 - The Risks: Why Gold Isn't A Straight Line
14:03 - Portfolio Allocation & Final Takeaways
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