ilmscore | 20-Year Market Expert on How to Future-Proof Your Money | Gold, Commodities & What’s Next | FWS 74

Predictions from this Video

Total: 65
Correct: 35
Incorrect: 18
Pending: 10
Unrated: 2
Prediction
Topic
Status
Robert Kiyosaki predicts silver price will increase fivefold in the next few years.
"Robert Kiyosaki the author of rich dad poor dad he's predicting that the silver price will become five times in the next few years."
Silver Price
Pending
Silver price predicted to reach 3 lakh rupees in 18 months.
"My prediction is around 18 months."
Silver Price
Incorrect
Inquiry about gold price forecast for the next 1-2 years.
"What do you forecast the gold price to be in the next 1 or 2 years?"
Gold Price
Correct
Expectation of five interest rate cuts in the US within the next year, concluding by the end of 2026.
"We are in the beginning of the cycle of interest rate cuts. We just seen one rate cut in in US after a long time. We are going to see another five rate cuts in the next one year. Really by end of end of 26 there will be five rate cuts."
US Interest Rates
Incorrect
Anticipation of interest rate cuts in Europe.
"And similarly US uh uh uh the Europe also will be cutting rates."
European Interest Rates
Correct
Prediction of two to three interest rate cuts by Indian central banks within the next year.
"Indian central banks will cut the rates but we are not in a hurry. I think we'll be having around two to three rate cuts in the next one year or so."
Indian Interest Rates
Correct
Inquiry about the predicted gold price for 2027.
"So what do you predict the gold price to be 2027?"
Gold Price
Pending
Gold price is predicted to reach $4,500 (dollar terms) as a target.
"So my guess is around right now we are standing at around 4,500 as a target"
Gold Price
Incorrect
Gold price forecast is 1.3 to 1.35 lakh rupees.
"Uh rupee terms we will be around 1 lakh 30 to 35,000. That's right now."
Gold Price
Incorrect
Gold price is expected to be 20% higher than its current value.
"So around 20% higher from here."
Gold Price
Correct
The cost of producing gold is estimated to be 30-35 lakh rupees per kilogram.
"And the cost of production will be somewhere around 35,000 35 lakh rupees."
Gold Production Cost
Incorrect
The cost of gold production is approximately $1,200 per ounce, while the current price is around $4,000 per ounce.
"So uh in $4,000 um $4,000 an ounce uh is today the cost of production is around 1,200 $1,200."
Gold Production Cost
Incorrect
Under normal peaceful conditions, gold is typically traded at approximately 30% higher than its cost of production.
"So generally what is the correct ratio for the gold according to you? How much how much time should it be the cost of production? There is no general rule but general rule is like around 30% higher than the cost of production is generally traded in a normal peaceful uh conditions"
Gold Price to Production Cost Ratio
Incorrect
Gold prices remained flat for a 20-year period between the 1980s and early 2000s.
"Wait you're saying for 20 years gold has remained flat also. It it remained flat also. Aa."
Gold Price History
Correct
The current gold price is three times its cost of production.
"So right now we're at three times the cost of production. Yeah."
Gold Price to Production Cost Ratio
Incorrect
The current price of gold, being three times its production cost, represents an all-time high in history.
"So three times the cost of production of gold is the highest it has ever been in history."
Gold Price History
Incorrect
The current geopolitical situation is the most significant global system reconfiguration since World War II.
"the politics and geopolitical situation after the World War II. Uh this is the first time we are seeing that uh the entire system has been reconfigurated."
Global Geopolitical Situation
Correct
A global leadership change is anticipated, which is expected to bring about a period of chaos.
"And we are looking for a change of leadership. So if the global uh the world is looking at a change of leadership, it always comes with chaos."
Global Leadership Change
Pending
There is a significant demand for safe-haven assets, the highest seen since World War II.
"So this is after World War II, this is the first time we are seeing so much demand for safe heavens."
Demand for Safe Havens
Correct
Fear of missing out (FOMO) on gold has recently emerged globally.
"The FOMO of gold right? So globally there is FOMO and the FOMO has kicked up only in the last few weeks."
Gold FOMO
Pending
Silver is currently priced around $50 and is expected to reach $90.
"Currently it's around $50. We are expecting it to go to around 90."
Silver Price
Incorrect
The prediction for silver price increase is set for approximately 18 months.
"My prediction is around 18 months."
Silver Price
Pending
Historically, for the past 60-70 years (excluding the last two), 1 kilogram of gold was equivalent to 60-70 kilograms of silver.
"Traditionally for the last 60 70 years apart from last two years, if we keep the last two years aside, 60 to 70 uh silvers you can buy with one gold."
Gold to Silver Ratio
Correct
The current gold to silver ratio is approximately 100:1.
"Today it's nearly around 100."
Gold to Silver Ratio
Incorrect
Approximately 20-25% of silver demand comes from solar panels, with electronics and electricals being significant consumers as well.
"So roughly around 20 25% it goes into uh that and electronics and electricals is a big consumer of silver."
Silver Industrial Demand
Correct
Electric vehicles use significantly more silver than traditional ICE vehicles due to their advanced electronic components, indicating a changing use of silver driven by modern technology and renewables.
"And the traditional ICE vehicle doesn't have so many electronics which the battery driven vehicle will have. So the entire renewables and the modern technology actually changed the use of silver itself."
Silver Demand in EVs
Correct
For the first time in 40-50 years, silver production has fallen below demand in the last two years.
"So after around 40 50 years, last two years, last year and this year, we are seeing first time the silver production is less than the demand."
Silver Production vs. Demand
Correct
It would not be surprising if silver prices double within the next 18 months.
"you won't be surprised if silver doubles in the next 18 months."
Silver Price
Incorrect
The import duty on gold has been reduced from 12.5% to approximately 2%.
"today it's around 2% it used to be 12 and a half%"
Gold Import Duty Reduction
Incorrect
The total government charges on gold purchases have decreased from 15.5% to around 5-5.5% due to import duty reduction.
"So 15 and a half% you used to pay to the government earlier. Earlier. Now now it's around uh 3% GST is anyway there and around 2 2 and a half% is the cost. So 5% is your five five and a half% is there."
Gold Purchase Cost Comparison
Correct
22-karat gold (916 purity) contains 916 grams of gold per kilogram, with the remainder being impurities.
"So out of a,000 g of gold, 916 g is gold. Rest is impurities."
Gold Jewelry Purity
Correct
Adding zinc to gold makes it yellowish, while adding copper makes it reddish.
"So if you mix zinc, it becomes yellowish. If you mix copper, it becomes reddish."
Gold Purity and Color
Correct
24-karat gold (999 purity) contains 999 grams of gold per kilogram, with 1 gram being unavoidable impurity due to limitations in perfect refining.
"So, 24 is 999 actually so out of 1,000 g of gold 900 99 g is gold and one one g is impurities because you can never perfectly refine gold."
Gold Jewelry Purity
Correct
The majority of gold manufacturing in India occurs at 995 purity.
"So, in India, most of the manufacturing happens at 995."
Gold Purity in India
Pending
22-karat gold, also known as 916 purity, is calculated by converting the 24-karat standard.
"So right and then it comes to 22 karat. So it's nothing but 100 into 22 divid by 24. Right. So it's you're converting the 24 into 22 that is called 916."
Gold Purity Conversion
Correct
Most jewelry is made with 22-karat gold (916 purity) because it provides the necessary strength.
"So in 1,000 g 916 g is gold. And most jewelries I'm assuming are made in 202. 22 karat. Yes."
Gold Purity for Jewelry
Incorrect
18-karat gold (750 purity) is also used for jewelry, with 75 grams of gold per 100 grams.
"especially 18 karat is 750. So that 75 g is gold. That also there will gold that is also used for jewelry."
Gold Purity for Jewelry
Correct
While 18-karat gold is the global standard for jewelry, India prefers 22 and 24 karat due to cultural emphasis on gold as a store of value and savings.
"Globally 18 karat jewelry is the standard. Only in India we prefer 22 and 24 because we always used gold as a store of value. It is part of our savings."
Gold Purity Preference
Correct
For investment purposes, 995 purity gold bars are considered acceptable and fine.
"So in that which one should I prefer because you're saying India has both? Both are called 24 karat. Which should I go for the imported gold bar or should I settle for the 995? 95 is fine."
Gold Investment Options
Correct
Previously, a 15% arbitrage opportunity made smuggling gold into India lucrative.
"it becomes a very remunerative to smuggle gold India because there is a 15% arbitrage that used to happen"
Gold Smuggling Incentive
Incorrect
The arbitrage incentive for gold smuggling has reduced to approximately 4%.
"Now it has come down to 4%."
Gold Smuggling Incentive Reduction
Pending
Gold ETFs are suggested as a next-best alternative for investing in gold.
"So what is the next best thing about this? Then you go for ETF."
Gold ETF
Pending
When choosing a Gold ETF, prioritize the one with the lowest expense ratio.
"I should just choose the one which has the lowest expense ratio."
Gold ETF Expense Ratio
Correct
When selecting a Gold ETF, consider both the lowest expense ratio and higher market liquidity.
"Lowest expense ratio and more liquidity on the market."
Gold ETF Liquidity
Correct
Hybrid funds typically allocate around 75% to equity, 10-20% to debt, and 15% to commodities.
"So they will be having somewhere around 75% equity, 20% or 10% debt and 15% commodities kind of thing."
Hybrid Funds
Incorrect
Digital gold purchases are subject to a 3% Goods and Services Tax (GST).
"but it still has that 3% GST right?"
Digital Gold GST
Correct
While new Sovereign Gold Bond issuances have stopped, existing bonds can still be purchased on the secondary market.
"No. Uh I think in a secondary market you can still buy some of the bonds are still listed because they were only uh stopped issuance of new bonds."
Sovereign Gold Bonds
Correct
Existing Sovereign Gold Bonds remain available, and premature closure is not permitted.
"The current bonds are still there and uh uh premature close is not happening. So there are bonds available."
Sovereign Gold Bonds
Correct
Crude oil is the largest and most popular commodity traded globally due to its daily universal usage.
"Biggest one is always crude. Crude oil is the biggest one because crude oil is used every day in day out by every person across the world."
Commodity Investment
Correct
Industrial commodities such as aluminum, copper, and zinc, along with agricultural commodities like sugar, wheat, and soybeans, are also available for trading.
"And then some of the industrial commodities like aluminum, copper, zinc, nickel, uh even the agricultural commodities like sugar, wheat, soybeans."
Industrial Commodities
Unrated
Electric Vehicles (EVs) are considered a transitional technology, with hydrogen anticipated to become the future of automobility.
"So EV is a transitioning technology the hydrogen is going to be more established technology that's going to be the future of automoility"
EV Technology Transition
Incorrect
Hydrogen is predicted to be the dominant technology in the future of automobility.
"eventually that hydrogen is the bigger game"
Hydrogen Fuel Cell Technology
Pending
Currently, producing hydrogen often involves burning fossil fuels, which negates its environmental benefits, highlighting the need for green hydrogen production.
"We need to have still you have to burn coal to produce hydrogen. There's no point of producing hydrogen if you're burning coal or natural gas or crude oil fossil fuels."
Green Hydrogen Production
Correct
Hydrogen refueling is significantly faster than charging electric vehicles.
"the number amount of time which is needed to charge your electric vehicle today hydrogen is just you fill up your water tank and then you go"
EV vs. Hydrogen Charging Time
Correct
The progression of automotive technology is expected to be from Internal Combustion Engines (ICE) to Electric Vehicles (EVs), and finally to hydrogen-powered vehicles.
"ICE is moving to EV and then EV will go to hydrogen."
EV and Hydrogen Future
Pending
Electric vehicles will utilize significantly more copper than traditional ICE vehicles for their electrical components and wiring.
"Copper is going to be all the electrical components needs copper uh electrical wiring etc. It uses much more copper than what a traditional ICE vehicle uses"
Copper Demand in EVs
Correct
Nickel-cadmium batteries are expected to become more prevalent and stable than lithium-ion batteries, with nickel's integration into battery technology rapidly increasing.
"So rather than lithium nickel cadmium batteries are going to come up much faster. So they are much more stable. So nickel is coming into batteries very fast."
Nickel in Batteries
Incorrect
There is a significant boom in the market for industrial metals, particularly rare earth metals.
"So most of these industrial metals are rare earth metals there. There's a massive boom in that"
Rare Earth Metals Market
Correct
Hong Kong is a more trustworthy and independent jurisdiction for investment compared to mainland China, operating with the US dollar and similar to Singapore.
"China is the mainland China and Hong Kong. Hong Kong is a much more independent jurisdiction which you can trust the ro It it runs dollar and it's like Singapore."
Chinese Market Investment
Correct
Palladium has experienced significant underperformance in its price.
"Actually paladium has significantly underperformed."
Palladium Price Performance
Correct
A primary use of palladium is in catalytic converters for ICE vehicles, helping to reduce exhaust pollution.
"One of the biggest use of paladium is into ice vehicles. Into catalytic converters where the we reduce pollution in the in the silencer"
Palladium Use in ICE Vehicles
Correct
The declining demand for ICE vehicles and stricter emission standards (Euro 6/7) have led to optimized pollution control, resulting in reduced palladium usage.
"As the ice vehicle demand itself goes down and we come into the Euro 6 and Euro7 the pollution the the amount of pollution which is created by an ice vehicle is also been optimized to a certain engineering perspective. So the use of paladium has gone down"
Palladium Demand Decline
Correct
A balanced global portfolio typically includes 15-20% in commodities or commodity-related stocks.
"And historically we've been seen is anywhere between 15 to 20% is commodities or commodity related stocks also"
Commodity Allocation
Correct
Investing directly in a commodity like copper offers exposure to the raw material, whereas investing in a commodity company also includes factors like management and operational risks.
"when you are buying Hindusan copper or something like the commodity company you're also buying their management their processes they can screw up anytime kind of thing right not only so when you're buying copper you're buying pure copper you have nothing to do with management"
Commodity vs. Commodity Company Investment
Unrated
Allocating 15-20% of a portfolio to commodity-related assets is recommended for balancing purposes.
"So, uh 15 to 20% of commodity related stuff in your uh portfolio will balance it out."
Commodity Portfolio Allocation
Correct