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: https://in.linkedin.com/in/shashankudupa1 Twitter/X: https://x.com/ShashankUdupa1 Instagram: https://www.instagram.com/shashank_udupa/ Website: https://www.shashankudupa.co.in Subscribe: The 1% Club Instagram: https://www.instagram.com/onepercentclub LinkedIn: https://www.linkedin.com/company/the-1-clubfws Sharan Hegde Instagram: https://www.instagram.com/financewithsharan LinkedIn: https://www.linkedin.com/in/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. — #financewithsharan #geopolitics